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Discovery AI for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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Discovery AI for Advantage Platform

Discovery AI for Users

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Editing Provisions

For each provision, you can edit or manually populate an entry.

To edit an extracted provision

  1. Click the "down" arrow to open the entry.
  2. Click the edit (pen) button to open the provision for editing.
  3. 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 to insert a default value if Discovery AI could not find the provision's text in the document. Such values are clearly indicated in the reviewer UI. You can edit these provisions like any other.
  4. 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.
  5. Edit another entry or click MARK AS REVIEWED.

To assign and edit a provision that has not been extracted

If a provision has been defined as manual-only or if the AI has missed a passage, you can manually assign a provision to a passage in the contract by one of two methods:

Note:

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

Copy from the Contract

  1. Click the "down" arrow to open the entry.
  2. Click the edit (pen) button to open the provision for editing.
  3. Locate the relevant clause, field, or line item in the contract.
    Tip:

    Use the built-in search feature to locate contract terms quickly.

  4. Either:
    • Copy the information from the contract to the provision field and format it as you will, or
    • Highlight the provision text, copy it and paste into the clause text box.
  5. The provision text appears in the right column, ready for editing.
  6. If it is necessary, edit the provision as described above.
  7. When you are done editing, click the Accept (check mark) button, confirming that it has been accurately marked and categorized.
  8. Edit another entry or click the Review Complete button.
    Tip:

    If you click the check mark icon to accept a clause in error, you can un-check it (and all other acceptances from this session) by clicking the Cancel button.

Highlight in the Contract

  1. Review the missing or manual-entry-only provisions in the PROVISIONS MISSING column to the right and locate a provision to fill.
  2. Search and highlight the provision text in the contract.
  3. Right-click the highlighted provision text and select the correct provision type from the drop-down menu.
  4. The provision text populates the provision entry, which moves to the PROVISIONS FOUND column
  5. Edit or approve the selected provision by clicking the pen or check mark icons.
User Guide
Contract Intelligence
Discovery AI

April 7, 2025