This task explains how to use Redline AI in the Advantage Platform to analyze agreement risks, view risk summaries, and manage clauses for better agreement negotiation outcomes.

1. Launch Redline AI for the generated agreement.
   Redline AI opens the agreement document window on the left and the Redline AI window on the right, displaying Risk Summary, Items at Risk, and Items to be Published tabs along with a barometer indicating high, medium, and low risks. If you close the Redline AI window, click the Redline AI icon () to reopen it.

   Note: When Redline AI launches the newly generated agreement document, it does not identify any risks associated with this document.
2. To redline a document, log in to X-Author for Contracts with your credentials and perform the following steps.
   1. Open the document in reviewing mode.
   2. Edit the clauses in the document.
   3. Click Finish.
   4. Select With Redlines from Save Options.
   5. You can deselect the Watermark option and select Reconcile Document.
   6. Click Save and Next.
   7. Click Finish to confirm checking the document.

      For more information, see "X-Author for Contracts" documentation.

   The agreement document with redlines is checked into Salesforce. A new version of the agreement document is created and is available in the Agreement Documents section.
3. Click Redline AI for the checked-in document.
   
   Redline AI displays the risks associated with this document.
4. On the Risk Summary tab, the summary is displayed in two sections.
   • Contract Risk Summary: This section provides an overview of the potential risks that arise from the modifications made to the contract text. It identifies specific clauses or changes that could pose legal, financial, or operational risks to the parties involved. The summary helps stakeholders quickly understand the areas of concern and the nature of the risks.
   • Contract Mitigation Summary: This section offers strategies and recommendations to minimize or eliminate the identified risks. It suggests practical steps that can be taken to address the issues highlighted in the Contract Risk Summary. These might include revising certain clauses, adding new provisions, or implementing specific actions to safeguard against potential problems.
5. On the Items at Risk tab, you can view the following.
   Visible Features

   • Count of risk items in different categories
   • Risks by clause, listing clauses not in compliance with the standard clause.

   User Actions

   • In the "Risks By Clause" section, click the clauses arrow to view the risk category (for example, Financial, Operational) and description, with risks shown in order of severity: high, medium, and low.
   • Click the risk description of a clause to display the standard clause and AI mitigation guidance.
     Tip:

     AI mitigation guidance refers to the recommendations provided by Redline AI to help reduce or manage risks identified in an agreement. When you click on a clause, the AI compares it with standard clauses and highlights any potential risks. It then offers specific strategies or actions to mitigate these risks, ensuring the agreeement remains balanced and protects your interests. This guidance helps you address issues proactively and make informed decisions during negotiations.

   Choose an option from Choose from Action and click Done.

   • Revert to standard clause: Discards all changes and return to the standard clause.
   • Keep: Retains the current clause, whether it is the redlined (modified) version or the standard (original) version. No changes are made.
   • Modify: Provides new text specifically for the parts of the clause identified as risky. The AI replaces only the text causing the risk, not the entire clause. For example, if the phrase "No Warranty" is problematic, only that phrase is replaced.

     

   The clause is moved to the Items to be Published tab.
6. On the Items to be Published tab, the list of clauses you modified in the Items at Risk tab is displayed.
   1. Review the risk description, response, and modified text. You can either click Undo to revert the modification, return the risk to its original state, and move the clauses to the Items at Risk tab. (or) click Edit to change your action.
   2. Once you have reviewed the clauses in the Items to be Published tab, click Preview to verify that the modifications done are reflected in the previewed document. Click DOWNLOAD to download the previewed agreement document.
      Note: The redlines are not displayed in the preview document.
   3. To publish the changes, click Publish Changes, select whether to publish with or without redlines and then click SUBMIT.