This section describes how to review an agreement document created or imported by intelligent import. 

When you complete the review of an offline document (created or imported):

  • All the clauses in the document are updated to Inserted in the Agreement Clauses section
  • The Agreement Status Category is updated to In Authoring
  • The Agreement Status is updated to Author Contract.

When you complete the review of an executed document (uploaded as a signed document):

  • All the clauses in the document are updated to Final in the Agreement Clauses section
  • The Agreement Status Category is updated to In Filling. 
  • The Agreement Status is updated to blank.

Prerequisites

  • Ensure that you select Intelligent Import when you create an offline document.
  • The document is successfully processed by the Apttus Intelligent server and returned to Apttus Contract Management.

To review an intelligent import agreement document

  1. In the Agreement Action Panel, click Review Offline Document. The Review Offline Document screen with the current status of the extraction is displayed. 
    You will receive an email notification with the Batch job status for IDE process status and error information.
  2. Click Return. This displays the Agreement Detail page. 
    You will receive an email notification with the Batch job status for IDE process status and error information after the agreement is processed.

    Note

    You can also refresh the page instead of clicking Return > Review Offline Document to view the extraction status. The Agreement Detail page is displayed after the extraction is complete.

  3. Click Review Offline Document. An intermittent page is displayed that checks for document status and the document is displayed in 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. 

    Note

    The document viewer does not load if you import a file that exceeds 10 MB via the Import Large File button.

  4. On the Agreement Detail tab, review the following details and modify them as required:

    1. Agreement Name: Name of the agreement

    2. Account Name: Name of the account

    3. Effective Start Date: Delete additional text (if any). Click in the field and a date picker popup appears. Select the required date from the date picker.

    4. Effective End Date: Delete additional text (if any). Click in the field and a date picker popup appears. Select the required date from the date picker.

    Note

    During Intelligent Import, extracted date or currency fields may contain additional extraneous texts. If the administrator has configured currency or date field, delete the extraneous text before saving those fields.

    The fields in the Agreement Detail tab are configurable and may vary based on the administrator settings. For more information, see Configuring Intelligent Import Fields in Contract Management on Salesforce Administrator Guide

  5. 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 Confirm Delete window.

      2. Click Yes.

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

  7. 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.

  8. To download highlighted or unhighlighted documents:
    1. Go to the Files or Notes & Attachments section.
    2. To download the document with highlights, click the Download hyperlink before the <filename>_with_highlights.pdf hyperlink. The document is downloaded in the default download location of the browser. 
    3. To download the document without highlights, click the Download hyperlink before the <filename>_processed.pdf hyperlink. The document is downloaded in the default download location of the browser.
    4. To download the original document, click the Download hyperlink before the original file name. The document is downloaded 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.