User Guide

Start from the upload workspace. You can try Briefd in guest mode, add a PDF, and sign in later if you want your saved work to sync across devices.

• Upload from the main workspace using a PDF file.

• Run your first analysis before creating an account.

• Keep saved briefs on the current device in guest mode.

• Sign in later when you want briefs and collections to follow you.

After you choose a PDF, Briefd extracts the text and builds a structured brief. The progress state is intentionally compact and stays focused on what is happening right now.

• Choose one PDF from the upload zone or file picker.

• Watch the file card and progress state while analysis runs.

• Open finished analyses again later from the dashboard.

• Keep work local until you decide to sign in and sync.

Once analysis finishes, the result page becomes your main workspace. The side panel keeps the document snapshot and risk score close by while the main area switches between brief tabs.

• Start with the summary for the main takeaway and next actions.

• Open key clauses when you need a closer read on important terms.

• Review risk flags first when a document needs quick triage.

• Check financial highlights when the PDF includes structured figures.

The risk score is a triage signal, not a final decision. Use it to find the parts of the brief that deserve a closer read before you act.

• Lower scores usually mean the document looks cleaner overall.

• Mid-range scores suggest a few terms need more attention.

• Higher scores are a cue to inspect the flagged clauses first.

• Use the score together with the brief tabs, not on its own.

Compare mode is a separate workspace for version checks, vendor reviews, and side by side analysis. It keeps comparison detail out of the standard report tabs so the two workflows stay clean.

• Start compare from a saved brief or from the compare page.

• Pick another saved brief as the second side of the review.

• Focus on score changes, clause differences, and missing details.

• Exit compare at any time and return to the regular brief view.

The dashboard is your brief library. Use it to find earlier work, reopen a result, or sort saved analyses when your list starts to grow.

• Search saved briefs by filename from one place.

• Filter by document type when the library gets larger.

• Sort by latest activity or higher risk first.

• Open a saved brief or send it into compare mode from the same area.

Collections help when several briefs belong to the same deal, client, or research track. They keep related work together while leaving each saved analysis accessible on its own.

• Create a collection with a name and optional description.

• Attach saved analyses once you have work worth grouping.

• Open one collection to review related briefs together.

• Remove a brief from a collection without deleting the saved analysis.

Settings explains where your data lives and gives you the controls tied to account, sync, exports, and appearance. It is also where you can manage saved data when you want to clean up.

• Stay in guest mode for local-only work on one device.

• Sign in when you want briefs and collections to sync.

• Use export and delete controls for saved data management.

• Adjust preferences like motion and display defaults from the same page.

Briefd works best when your saved work stays easy to scan. These habits help keep the workspace tidy without adding extra process.

• Name PDFs clearly before you upload them.

• Review risk flags before exporting or sharing a brief.

• Use collections early when several briefs belong together.

• Compare saved versions instead of relying on memory.