Reviewing Imported Documents
You can review and correct the clauses, fields, and table rows extracted from imported documents. Discovery AI converts all scanned or uploaded documents to PDF format for scanning and review. Provisions and other significant text are highlighted for review in an in-app PDF reader. For each detected clause you review, you can accept the extract, reject the extract, edit the extract, or flag the extract for review.
To review imported documents
- From the home screen, click the folder icon to access the Project Dashboard, then open a file marked "Ready For Review."
- Passages from the extraction map that the AI has identified are highlighted in the text and identified by mapping category under the PROVISIONS FOUND heading in the review column to the right.
For example, if a contract contains an amended effective date field, as has been mapped in the extraction map, that field is highlighted in the text and appears in the right column under its field-name heading.
- Offer feedback on extraction quality directly to the AI (using the thumbs-up icon), mark a field or clause as reviewed (approved), or flag the entry for further attention.The AI's confidence score is indicated on the left, using color-coded bars:
Mandatory fields are indicated by "Required" indicators:
Your review cannot be completed until these required values are populated, either automatically or through manual editing.
- Selecting each item raises a summary of the item's name if it is a field or a clause, and a comparison of extracted values and their interpreted value.
- When the AI reviews documents, it compares the ingested text to known samples to find matches and close correlates to sample provisions. You can review its performance, gain insight into how it is making such comparisons, and select the best of several alternative clauses using the Compare or Edit Clause feature. Clicking the down-arrow icon adjacent to an extracted clause exposes standard clauses, which are stored in the Clause Library as standard text. If no standard text is stored, this will be blank and the AI will not find similarities or differences that it recognizes as close matches.
- Clicking COMPARE OR EDIT CLAUSE exposes the Clause Assignment window, which contains four views of an extract: the extracted clause itself, the standard clause against which it was compared (this can include the language of custom provisions), and the similarities and differences between the extracted clause and the standard.
The Extracted and Standard fields are as described:
Beneath these, the AI describes the similarities and differences between the extracted and standard clauses:
Searching Extractions
All entries in the review column can be expanded by clicking the down arrow, exposing the text of the found provision and some review tools.
Click Review/Edit Table to raise a half-screen user interface for reviewing the table rows.
When you click on the Review/Edit Table link, the document view may not be updated to the table's location. If this happens, click again, or click the name of the table.
When you have reviewed a selected table row and deem it satisfactory, click the Mark as Reviewed button to indicate acceptance. You can do this with multiple or all rows as well.
Some tables may be configured to show hierarchical entries. For such an entry, the name for the hierarchy and its possible values are preconfigured based on the appearance of the contract. Indicators of a hierarchic entry include a span row naming the group and indented rows below it.
For each found entry, you can:
- Click the trash can to delete the entry (this does not alter the underlying agreement, just the metadata). This feature is disabled for required fields.
- Click the pen icon to edit the entry (to remove extraneous scan artifacts from the entry, for example).
- Flag the item for later review. This marker remains visible even when the entry is collapsed.
This feature is not available for extracted table rows.
Clicking text captured by the extraction takes you to the page in the document and highlights the extracted text.
Reviewing the Summary
The agreement summary is located under the Review tab.
The summary field is extracted by the AI engine for all documents, including those ingested as OCR-only. A document under summary is indicated as a blank in the review interface with a spinner running. You can click the pencil icon to edit the generated summary.
Details Tab
The Details tab, adjacent to the Review tab in the document review interface, contains these fields:
- Document Name
-
Record Type
- Worksheet Name
- Review Level
- Review completed by
- Owner
- Assignee
- Document comment
The Document Name, Worksheet Name, Review Level, "Review completed by", and Owner fields are populated from the backend. You can select the record type and assignee and enter comments in the "Document comment" box.
Review History
You can review the history of any fields ingested into the system (in a Ready for Review, Ready for Approval, or Complete status). The Review History contains details about which fields were changed, who changed them, how they changed them (by creating, updating, or deleting), when they changed the fields, and the contents of the field.
To review a document's history
- From the home screen, click the name of an uploaded document.
- Click the Review History tab.
