This guide walks you from your first sign-in to your first answer in Aracor. About ten minutes end to end.
If a teammate sent you an invite, follow Accept an invite to a workspace instead. This guide is for the first person on a fresh workspace.
1. Sign in
Go to app.aracor.ai and click Sign in. If you don't have an account yet, click Create account and follow the email verification steps. See Sign up for Aracor for the full flow.
After sign-in you land on Home.
2. Use the default project, or create your own
When you sign up, Aracor creates a default project for you. You can use it as-is or create new ones for specific deals.
To create a new project:
On Home, click New project.
Give it a name. For example, "Atlas Acquisition".
Click Create. Aracor assigns a color automatically; you can change it later from project settings.
Optionally invite teammates by email on the next panel, or click Go to project to skip.
3. Add documents
Three ways to add documents, depending on where they live:
Connect a cloud drive (recommended for active deals). If your documents already live in SharePoint or another cloud drive, connect once and Aracor mirrors the folder. Adds, edits, and deletions in the source flow into Aracor automatically, so your team always sees the current set without re-uploading anything. See Connect SharePoint to sync files.
Drag and drop. Drop files onto Home or onto a message input. They upload directly into the project. Fastest path for a handful of files.
Documents page. Open Documents, click Add Documents, then Upload files. From here you can also Browse files or Select a folder to upload a folder structure.
The Documents page is where you'll manage every document later, however it got in: search, organize, see versions, and delete.
Files go through Uploading, then Processing. A few files complete in seconds; a five-thousand-file data room can take a while. You can start asking questions as soon as the first files finish processing, but answers won't include any files that haven't finished yet.
Tip: if you need answers before a large sync completes, drag in the one or two documents you need most. They'll be ready in seconds.
4. Ask your first question
Home has a message input you can use without changing pages. Type into the Ask anything... box and send.
Or open a new conversation with Aracor Partner from the left sidebar for a dedicated view.
Try something like:
"What's the termination notice period in the master agreement?"
"List every payment obligation with the page each one is on."
"What changed between v3 and v4 of the SPA?"
Every answer includes citations linking each claim back to the exact passage in the source. Click a citation to jump to it. For more patterns, see What can I ask Aracor Partner?.
5. Run a due diligence pass on your data room
Once you have documents in the project, run the due diligence workflow to get a structured review of the whole data room. Aracor Partner reads every document, works through a checklist, and produces a memorandum summarizing its findings.
See Run a due diligence checklist workflow for what it accepts, how long it takes, and what you get back.
6. Share what you found
Click the share button in the conversation header. Pick Project members for everyone in the project, or Specific people to add named teammates or external guests by email.
