1. From the Home page, click the name of a file marked “Ready for Review.” Alternatively, you can click the folder icon to access the Project Dashboard, open a folder, and click the name of a file marked “Ready for Review.”

   

   The selected document opens for review. The extracted document appears to the left, with review options to the right. The default selected option is Review. From this view, you can access tabs for Details, Insights, and Review History. From the Review tab, you can access sub-tabs for Summary, Fields, Clauses, Tables, and Obligations. The Fields tab opens in the default view.
2. 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. Provisions found in the contract are exposed in the review panel in the order they appear in the contract.

   CAUTION:

   When a clause spans a page break, Discovery Agent may ingest header or footer material as part of the extracted clause language. If this happens, edit the extraction by hand to remove the extraneous information and do not re-highlight it.

3. The AI tracks its reason for extracting a field or clause, which you can review by clicking the yellow light-bulb icon () next to the extraction.

   

4. For found provisions, you can offer feedback on extraction quality directly to the AI (using the thumbs-up and thumbs-down icons), mark a field or clause as reviewed (approved), or flag the entry for further attention.
   Note:

   • Offering feedback is optional, but helps train the AI to make more accurate extractions.

   • Thumbs-down reports are stored, and this feedback informs the AI for both clause- and field-type provision models. ​

   • It’s best not to give negative feedback to clauses for which the Extract Full Paragraph option has been set,

   • If the AI is close to correct, it’s better not to give negative feedback. You can delete the extraction, highlight the good text, and give a thumbs-up to the edited result.

   The AI’s confidence score is indicated on the left, using color-coded bars:

   

   Hovering over the lightning icon indicates how the provision was extracted.

   

   Possible sources are:

   • AI Pipeline: Results are from an automated extraction. These are AI extractions from built-in and custom provision models that use no key phrases or AI prompts. For custom provision models, the AI pipeline may use the administrator-supplied Special Instructions text to fine-tune extractions.
   • Key Phrase Search: Results are from an extraction in which the AI relied on key phrases to improve its accuracy.
   • Advanced AI: Results are from an extraction informed by AI prompts.
   • User Annotation: This extraction was manually annotated by a reviewer.

   Mandatory fields are indicated by “Required” indicators:

   

   Your review cannot be completed until these required values are populated, either automatically or through manual editing.

5. Provisions that were not found in the extraction are indicated in the Provisions Missing section (below Provisions Found). For each of these provisions:
   1. Review the scanned contract text at left for the passage that will satisfy this provision description.
      Tip:

      You can speed this up using the in-app document search feature (the magnifying-glass icon () at top left).

   2. For each passage you find, highlight the passage, then right- or control-click the highlighted text to raise the selection pull-down. Pick the provision model that matches the highlighted passage.

      

      For complex extractions where the list of available clauses or fields may be voluminous, you can enter the provision model name or a portion of it in the Search field to narrow your options.

   3. Alternatively, you can copy the highlighted text and paste it into the appropriate provision model field.
6. Select each item to raise a summary of the field, clause, table row, or obligation item’s name and a comparison of extracted values and their interpreted value.
   Extracted clauses are compared to standard clauses and the match/non-match results displayed.
7. When the AI extracts documents, it compares the ingested text to known samples to find matches and close correlations to sample provisions. Use the Compare or Edit Clause feature to review its performance, learn how it makes such comparisons, and select the best of several alternative clauses.
   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.

   
   
   

8. Click Compare or Edit Clause to expose the Clause Assignment window, with Extracted Clause and Standard Clause tabs.
   1. The Extracted Clause tab shows the extracted clause itself.

      

   2. Click the Standard Clause tab to review the standard clause to which the extracted clause was compared (this can include the language of custom provision models).
   3. Click Compare with Standard Clause to display an AI-generated comparison of the similarities and differences between the extracted clause and the standard.
      For some implementations, AI comparison is on by default: the comparison is generated when the document is extracted. If automatic AI comparison is not enabled, you must click through, triggering AI comparisons as needed.

      

9. When you have reviewed and validated all values, click Review Complete.
   CAUTION: This action is irrevocable. Once you mark a document as approved, you cannot edit it any further.

1. From the Home page, click the name of a file marked “Ready for Review.” Alternatively, you can click the folder icon to access the Project Dashboard, open a folder, and click the name of a file marked “Ready for Review.”

   

   The selected document opens for review. The extracted document appears to the left, with review options to the right. The default selected option is Review. From this view, you can access tabs for Details, Insights, and Review History. From the Review tab, you can access sub-tabs for Summary, Fields, Clauses, Tables, and Obligations. The Fields tab opens in the default view.
2. Click the Tables tab.
   Extracted tables are listed below the Tables tab. Tables are extracted as several expandable rows of fields and displayed individually:

   

   Note: If a table defined in the provision model has not been extracted, you can select the table text in the document panel, assign it to the table provision model that should have picked it up, and add the table data manually.
3. Hover over the table name and click the Review/Edit Table text.
   The selected table’s table extraction appears below the document review pane, open to the default Review/Edit view.
4. Click Review/Edit Table to raise a half-screen user interface for reviewing the table rows. The table display includes the page number (as scanned) in the contract on which the table appears.
   Note:

   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.

5. For each row, you can:
   • Double-click line items to edit individual values.

   • Use the up or down arrow icons to reorder the rows.

   • Click the plus-sign icon to add a row below the selected row.

   • Click the trash-can icon to delete the row.

6. When several rows must be corrected in the same fashion, select those rows, then click the pencil icon to perform a bulk edit.
7. For each column heading represented in the bulk edit pop-up modal, select only those values you will edit. Do not click the select box for valid values. Only the values you select here are subject to change. If you select a value and then do not enter information in its frame, the value in the extracted table will be overwritten with nothing.

   

8. You can review your progress by clicking the Preview tab.
9. When you have reviewed one, several, or all rows, click Mark as Reviewed.
   CAUTION: This action is irrevocable. Once you mark a row as approved, you cannot edit it any further.
10. When you have reviewed, edited, and approved the table, click Done.
    You are returned to the Review/Tables view

While reviewing a document under extraction, you can search the document text.

1. Open a document for review from either the Recently Updated Documents table on the Home page or the Project Dashboard’s Document View.
2. Open the Review interface as described in Reviewing Imported Clauses and Fields.
3. Click the magnifying glass icon () at top left.
4. Enter your search term.
   Searched strings are highlighted in the document.
5. You can select Highlight All or Ignore Case to change the search’s presentation and case-sensitivity. You can also reverse search order using the up and down arrows.

1. Click the search (magnifying glass) button to open the provision search feature. This helps you narrow the list of visible provision model entries in the review column. You can also find issues more effectively by sorting provisions in ascending or descending order.

   
   
   

2. For each entry in the review column, you can click the down arrow to expand it, exposing the text of the found provision and some review tools.

   
   
   

You can map new fields and clauses defined in CLM that are suggested by Discovery Agent from the review page.

1. Enter the review flow as described in Reviewing Imported Clauses and Fields.
2. Click the Add Unassigned Fields or Add Unassigned Clauses button at bottom right.
   This raises the Manage Mappings window.
3. In the Manage Mappings window, select a field or clause from the Select Field or Select Clause column at left. For fields, the appropriate data structure (Boolean, date, number, etc.) populates the Default Value field.
   
4. For each extraction, you can select either manual or automatic extraction (auto-extraction is the default) and whether the field is required.
5. When you have selected the correct provision model, click its right-arrow button to send it to the Mapped Provisions column.
   

   Note: If you map a single provision model to more than one field or clause, a conflict can result if the reviewer changes the text of one of those fields or clauses. For this reason, it’s best not to not map one provision model to multiple fields or clauses unless they represent the same thing.
6. Click DONE.
   The new extraction is added to the set of extractions for Discovery Agent to perform and to the CLM database to save.
7. Continue your review as described in Reviewing Imported Clauses and Fields with the new provision model added as a missing provision to the column of provisions to review.

You can create new clause provision models based on passages you highlight while reviewing.

1. Enter the review flow as described in Reviewing Imported Clauses and Fields.
2. Highlight a passage of interest in the document.
3. Right-click the highlighted passage and scroll to the bottom of the drop-down menu.
   Note: It is a good idea to review the available pre-configured provision models in this menu to see if your selection conforms to any of the mapped provision models.
4. Click +NEW CLAUSE.
   The Add New Clause window opens with the highlighted text automatically populating the Clause Text field.
5. Enter a name for the new clause and click SAVE.
   Your new clause appears under the Clauses tab of the review panel at right.
6. Complete your review as described in Reviewing Imported Clauses and Fields.

1. From the Project Dashboard or the Home screen, open a Ready for Review document as described in Reviewing Imported Clauses and Fields.
2. Click the "down" arrow () to open the entry.
3. Click the edit (pen) button to open the provision for editing.
4. Edit the provision (This edits the clause, field, or line item's metadata, not the contract text).
   Note:

   The Administrator may have configured the provision model to insert a default value if Discovery Agent could not find the provision text in the document. Such values are clearly indicated in the reviewer UI. You can edit these provisions like any other.

5. Edit another entry or click MARK AS REVIEWED.
   Marking an entry as reviewed is not required to complete the review but is useful for tracking it.
6. When you are done editing, click the Accept (check mark) button, confirming that it has been accurately extracted, marked, and categorized. To abort the edit, click the X.

You can delete an unsuitable or inaccurately extracted provision from your results.

1. From the Project Dashboard or the Home screen, open a Ready for Review document as described in Reviewing Imported Clauses and Fields.
2. If you have opened an erroneous extraction that you will not correct as described in Editing an Extracted Provision, and would prefer to delete altogether, click the More () icon to the right of the provision tile in the Review column at right and click the resulting pop-up trash-can () icon.
3. Click DELETE in the confirmation pop-up.

4. Click the checkboxes to the left of the provisions you will delete.
5. Click the trash-can () icon above the provisions in the Provisions Found header.
6. Click YES, DELETE in the confirmation pop-up.

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.

Use Case

During an external audit, a compliance officer must demonstrate that a vendor agreement’s payment terms were extracted accurately and approved by two separate reviewers. Opening Review History and exporting the time-stamped change log shows who extracted the value, who edited it, and who approved it, in a format acceptable to the auditor.

1. From the home screen, click the name of an uploaded document.
2. Click the Review History tab.