22 · The reference card
The lookups, on one page: every keyboard shortcut, every email the platform sends with the setting that controls it, what exports to what, the fixed vocabularies, and the limits you actually hit. Nothing here is new; everything here is faster to find than in the chapter that teaches it.
Keyboard shortcuts
Everywhere
| Keys | What happens |
|---|---|
| Ctrl/⌘ K | The command palette: jump to any page, tool, or vendor, or run an action |
| Ctrl/⌘ J | Vera opens over whatever you are looking at |
| g then d / r / c / p / s / t / w / b | Jump without the palette: dashboard, renewals, proposals, portfolio, spend, tooling, watch, benchmarking |
| g then a | Bring back the last window, where you left it |
| g then 1 to 8 | Go to that tab on the strip along the top, by position |
| ? | The shortcuts overlay, every jump grouped |
| Esc | Steps out one layer at a time: an open screen first, then the case |
On specific screens
| Keys | Where | What happens |
|---|---|---|
| / | The Benchmark Library, Research, the settings map | Focus the search or filter field |
| j and k | The renewals queue | Step through the cases without the mouse |
| Enter and Tab | The benchmark search bar | Run the highlighted vendor; complete the name |
| Ctrl+Enter | Upload a proposal | Confirm the batch |
| Ctrl+V | Audit letter decoder | Paste a screenshot of the letter |
| Arrow keys | Readers, pagers, case files, the platform introduction, calendar theatre mode | Turn the pages; walk the library |
| F | Reading mode | True fullscreen in presentation mode |
| N and U | The sourcing workspace | Leave a note on the wall; log what you did |
| N | Calendar theatre mode | Presenter notes |
Every email the platform sends
Each with the switch that controls it. The standing rules: renewal-shaped email is strictly opt-in and starts silent; every recurring email carries a one-click unsubscribe that turns off only itself; quiet hours hold non-critical email, never the money-critical kind.
On by default, because silence would be a failure (each still has its toggle under Notifications):
| When it arrives | |
|---|---|
| Report delivered | Your benchmark report is ready |
| Benchmark status updates | An analyst picks the proposal up (with the expected date); the report enters final review |
| The outcome follow-up | Once, about 30 days after a delivered benchmark: What happened? |
| @mentions | A teammate mentions you |
| New device sign-in | Your account signs in from a device it has never used |
| Invitations and account email | Invites, the change-of-email confirmation, password resets |
Opt-in, per person (all under Notifications unless named otherwise):
| The switch | |
|---|---|
| Renewal notice alerts, deadline escalations, policy checks, above-market warnings, uplift breaches, stale benchmark reminders, drafted briefs, opening moves, prep packages | The renewal alert set; Turn on money-critical alerts flips it in one click |
| The Monday renewal radar | Rides the renewal notice alert |
| The daily leverage note | Rides the renewal alert set; sends nothing on a quiet day |
| The Monday brief (market news, renewals, watchtower, savings sections) | Per-section toggles |
| Price list changes, priced at your seats | The switch on Terms watch, plus your vendor follows |
| The Monday vendor market news | The Monday email switch on the Vendor Radar |
| The weekly knowledge briefing | The weekly briefings switch |
| Tips and lifecycle notes | One switch, which never touches invites, security notices, or deliveries |
| Chat DMs in Slack or Teams | DM the Vera bot once, then per-alert-type toggles |
| Your cases weekly digest, and the first-reply note per case | Arrive with open cases; the digest sends only while cases are open |
Exports by feature
| You are looking at | It leaves as |
|---|---|
| A delivered benchmark report | PDF and Word, matching the on-screen brief |
| A Reporting studio run | Word, print-to-PDF, and a 30 day read-only forward link |
| An instant benchmark placement | PDF, and a share link (30 days, optionally kept live) |
| The Fair Renewal Rider | A ready-to-send Word document, or tracked-change insertions in the vendor's own DOCX |
| The Boardroom Brief | Word and PowerPoint, plus theatre mode's printable leave-behind |
| Case Mode's portfolio | A three-slide PowerPoint board deck, and per-case executive briefs |
| The savings ledger, members roster, audit log, access reviews, review tables | CSV (review tables also Excel) |
| The estate map | A slide |
| The renewal calendar | An ICS feed your calendar app subscribes to; theatre mode's printed packet |
| Research papers | Download (within the daily and weekly caps), a 90 day public link, or a forward to five colleagues |
| Contracts, renewals, savings, and spend tables | The warehouse export to Snowflake or BigQuery |
| The whole manual | One PDF, linked in the footer of every manual page |
The fixed vocabularies
| Vocabulary | The words, in order |
|---|---|
| Proposal status path | Uploaded · In review · Benchmarked · Delivered |
| Benchmark rank | Poor · Below market · At market · Good · Top of the market |
| Coverage verdicts | Present · Deviates · Missing · Unclear |
| Contract lifecycle | Current · Renewal due · Expired · Superseded · Perpetual · Needs a look |
| Report verdict tones | Favorable · Caution · Risk |
| Clause positions | Preferred · Fallback · Walk-away |
Limits
The ones people actually hit, with the full table in Chapter 10:
| Limit | Value |
|---|---|
| Proposal and contract files | PDF and DOCX, 200 MB each |
| Images (photos and screenshots) | 3.5 MB |
| Archive runs | 300 files per run |
| Tracked vendor agreements · files per vendor | 40 · 5 |
| Research downloads | Enterprise only; 10 per day, 30 per week per person |
| Benchmark share links | 30 days |
| Invitations | Expire after 7 days |
| API keys | Expire within one year, shown once |
Related: Plans, allowances & limits · Notifications · Troubleshooting
Next: back to the manual index.
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Updated 2026-10-04 · A Vendor Benchmark product · Download the manual as PDF · Questions? Message our team in the app.