Reviewing an Agreement Created by Intelligent Discovery

Click the Ready for Review hyperlink on the Intelligent Discovery panel.
This displays the document viewer. 

When you review a document that exceeds 10 MB in size, you can view the Loading Document progress bar to track the document loading progress. If you click Cancel on the Loading Document popup, you cannot view the document viewer.

You can click the expand icon () on the document viewer or the right panel to expand the view. You can click the collapse icon () on the document viewer or the right panel to collapse the expanded view.

On the Agreement Detail tab, you can review the details extracted from the imported document and modify them as required.

When the Use Normalization setting is enabled while configuring intelligent discovery settings, the agreement details are extracted as strings and these strings are displayed below each agreement field. If the Intelligent Discovery encounters any issue, the date and currency watermark is displayed for the Date and Currency fields. If you need to modify the extracted field values, you can edit the field values and add the required values. If multiple values are extracted for a field, you can select the correct value from the dropdown.

The fields in the Agreement Detail tab are configurable and may vary based on the administrator settings. For more information, see Configuring Intelligent Discovery Fields. 

On the Clauses tab, you can view all the extracted clauses. When you select a clause, you are navigated to the clause location in the document. When you select a clause that contains special characters and the system is unable to locate the selected clause in the document, you can see a message. When you click Ok, you are navigated to the page that contains the clause. You can perform the following tasks in the Clauses tab:

1. To add a new clause:

   1. Click New.
      The New Clause popup is displayed.

   2. Enter the following details:

      • Clause Name: Enter the clause name.

      • Clause Text: Enter the clause text. 

   3. Click Add.

2. To insert a clause from the clause library:
   1. Click Add Clause.
      The Add Clause popup is displayed.
   2. In the Search Clause Library search box, search for a clause by entering a keyword. You can refine your search according to Type, Category, Subcategory, Locale, and Language. 
   3. Select a clause from the search results.
   4. (Optional) You can update the clause text.

3. To modify a clause:

   1. Click the edit icon (). The Edit Clause page is displayed. 

   2. Modify the following details:

      • Clause Name: Modify the name of the clause.

      • Clause Text: Modify the text of the clause.

   3. Click Save.

4. To delete a clause:

   1. Click the delete icon (). This displays the Confirm Delete window.

   2. Click Yes.

To save the agreement document, click Save. 
You can check out the document with X-Author Contracts and version it.

To save your review and revisit the review screen later:

1. Click Cancel. The Warning message is displayed prompting you to confirm if you want to proceed.

2. Click Yes.
   If you had added or modified a clause, the new clause or changes to the clause are saved.

1. Navigate to IDE Job Section.
2. Click the KIRA hyperlink.
3. In the Related tab, select a document you need to download either from the Files or Notes & Attachments section.
   This opens the document in preview mode. 
4. Click the Download button on the top of the page.
   This downloads the document in the default download location of the browser.

You can select the highlighted and unhighlighted documents from Document Version Details while sending for review, signatures, or eSignatures.

Click the Ready for Review hyperlink on the Intelligent Discovery panel.
This displays the document viewer. 
The Language, Document Search, Page Navigation, and OCR Quality of the document are displayed at the top of the document viewer. The OCR quality determines the quality of the transcription recognized by OCR.

When you review a document that exceeds 10 MB in size, you can view the Loading Document progress bar to track the document loading progress. If you click Cancel on the Loading Document popup, you cannot view the document viewer.

You can click the expand icon () on the document viewer or the right panel to expand the view. You can click the collapse icon () on the document viewer or the right panel to collapse the expanded view.

On the Agreement Detail tab, you can review the details extracted from the imported document and modify them as required.

When the Use Normalization setting is enabled while configuring intelligent discovery settings, the agreement details are extracted as strings and these strings are displayed below each agreement field. If the Intelligent Discovery encounters any issue, the date and currency watermark is displayed for the Date and Currency fields. If you need to modify the extracted field values, you can edit the field values and add the required values. If multiple values are extracted for a field, you can select the correct value from the dropdown.

The fields in the Agreement Detail tab are configurable and may vary based on the administrator settings. For more information, see Configuring Intelligent Discovery Fields. 

On the Clauses tab, you can view all the extracted clauses. When you select a clause, you are navigated to the clause location in the document. When you select a clause that contains special characters and the system is unable to locate the selected clause in the document, you can see a message. When you click Ok, you are navigated to the page that contains the clause. You can perform the following tasks in the Clauses tab:

1. To add a clause:

   1. Click Add Clause.

   2. Enter the following details:

      • Clause Name: Enter the clause name.

      • Clause Text: Enter the clause text. 

   3. Click Add Clause.

2. To mark a clause from the PDF document:
   1. Select the text in the document, right-click, and select Add Clause. The Add Clause window with the following fields is displayed.
      • Clause Name: Set to a clause name by default. 
      • Mapped Clause Details: Clause text of the default clause.
      • Clause Text: Clause text selected from PDF.
   2. Enter the following details:
   • • Clause Name: Select a clause from the dropdown to add to an existing clause or click New and enter the name of the clause.
       When you select a clause from the dropdown, the Mapped Clause Details change accordingly. When you click New, only clause text is displayed.
     • Clause Text: Displays the selected clause. 
   1. Click Add.

3. To modify a clause:

   1. Click the icon. The Edit Clause page is displayed. 

   2. Modify the following details:

      • Clause Name: Modify the name of the clause.

      • Clause Text: Modify the text of the clause.

   3. Click Save.

4. To delete a clause:

   1. Click the  icon. This displays the Confirm Delete window.

   2. Click Yes.

To save the agreement document, click Save. 
You can check out the document with X-Author Contracts and version it.

To save your review and revisit the review screen later:

1. Click Cancel. The Warning message is displayed prompting you to confirm if you want to proceed.

2. Click Yes.
   If you had added or modified a clause, the new clause or changes to the clause are saved.

1. Navigate to IDE Job Section.
2. Click the KIRA hyperlink.
3. In the Related tab, select a document you need to download either from the Files or Notes & Attachments section.
   This opens the document in preview mode. 
4. Click the Download button on the top of the page.
   This downloads the document in the default download location of the browser.

You can select the highlighted and unhighlighted documents from Document Version Details while sending for review, signatures, or eSignatures.