The Project Dashboard offers two working views of the project. These enable folder management, and once a folder is selected, document management and review.
From the Project Dashboard, you can:
Review projects (groupings of contracts and supporting documents), including their current status in the system.
Manage projects, including renaming or deleting them.
Export a CSV report of all documents and their statuses
Schedule a CSV report of all documents and their statuses
Folder Management
From the Home page, click the folder icon in the left nav bar to open the Project Dashboard.
This view helps you manage folders. From here, you can:
Navigate, sort, and search folders.
Edit (rename) individual folders.
Delete individual, multiple, or all folders.
Export the folder listing as Excel or CSV.
Edit the columns visible in the dashboard.
You can also open any folder to view the documents it contains. This opens a second Project Dashboard view, which lists a project's documents.
Renaming and Deleting Folders
To rename a folder, click the More icon ( ) and select the Edit pull-down menu item.
Enter the revised folder name and click Save.
To delete a folder, click the More icon and select the Delete pull-down menu item. Alternatively, you can select the box adjacent to the folder name and click the delete icon above the Project Dashboard grid. You can select one, several, or all folders (except the default) for deletion using this method.
Note: The default folder cannot be deleted. You can only rename it.
Document Management
The second Project Dashboard view displays and enables management of documents in a folder.
From this document-level Project Dashboard view, you can:
Review the current status of documents in the system.
Inspect at a glance any document's file name, document type, upload date and time, size, import type (Automated Extraction, Verified Extraction, or OCR), the current review assignee (if any), any comments added concerning the reviewed document, its current review status, the last time the document was modified, its owner, and which preconfigured worksheet was used to extract any provisions found in the document.
Open for review documents marked "Ready for Review."
Upload one or more documents from CLM, SharePoint, or your local file system.
Export a comma-separated value (CSV) or Excel-format file of documents.
Click Project Dashboard to return to the first (project-level) dashboard view.
Sorting from the Dashboard
One simple method to find specific documents from the dashboard is to sort the columns. For
each column, you can click the column heading and select the up or down arrow to display
the rows of agreements in ascending or descending order.
Once you click the bidirectional (up/down) arrow, the rows are sorted in ascending or descending order by that column. You can reverse the order by clicking it again, or you can pick a different column.
When in the document view of the Project Dashboard, you can export a comma-separated value (CSV) or Excel format file of the documents in the open project.
To export a CSV listing of all documents, click the EXPORT CSV button to the top right of the screen. This downloads a CSV of the entire folder without consideration of any row selections.
To export a CSV or Excel file of one row up to a page of rows, select the check box next to the rows you will export, then select the output format (Export as CSV or Export as Excel) from the download icon (). This exports an extensive set of data and metadata for each selected document.
Filtering Files
You can search for files by simple name search or you can use the Advanced Search feature accessible from the Project Dashboard to search with great specificity.
Search Product Dashboard results by clicking the Filter icon and entering field and operator information to narrow your listed documents for review.
Select one of the field types that appears in the Field drop-down menu.
Warning:
Do not select the Document Name or Document Size field types. A known issue involving these selections produces an error that will stop this flow and require you to repeat it with another field.
Select a logical operator from the Operator drop-down menu.
Enter or select a value in the Value field.
Click Apply, or if you need greater search specificity, click Add Criteria.
If you add multiple criteria, you can control the search expression using logical AND and OR operators between searches in the Filter Expression field.
Operands must be enclosed with spaces and parentheses. NOT, NOR, and NAND operations are not supported, but these logical cases can be addressed using Operator field logic.
Document Reports
Generate CSV- or Excel-format reports detailing the documents in the system.
From the Project Dashboard's folder view, you can generate comma-separated value (CSV) or Excel-format reports detailing the documents in the folders. These reports contain fields for the following properties for every subject file:
Generate a report of all documents in the system in CSV format.
You can generate a snapshot of all documents in the system in a CSV-formatted report.
Open the Project Dashboard's folders view by clicking the folder icon () in the left navigation bar.
Click the EXPORT CSV button to the top right of the Project Dashboard's folders view.
When the report is complete, your browser prompts you to download the report. Accept it and download your report for review.
Discovery AI generates a CSV file detailing the contents of all folders.
To export a folder-level document report
Generate a report of all documents in a folder in CSV format.
You can generate a snapshot report of all documents in a folder in CSV format.
Open the Project Dashboard's folders view by clicking the folder icon () in the left navigation bar.
Click the folder's hypertext name to open it.
Click the EXPORT CSV button to the top right of the Project Dashboard's folders view.
When the report is complete, your browser prompts you to download the report. Accept it and download your report for review.
Discovery AI generates a CSV file detailing the contents of the open folder.
To export a view-level document report
Export a CSV or Excel report of one document row up to all selected objects.
A separate report-download feature enables you to generate a report of selected objects on display. These reports reflect only the information displayed in the user interface. They are not as detailed as the reports generated using the EXPORT CSV button described in To export a report of all documents, and To export a folder-level document report.
When you issue this command from the top level of the Project Dashboard's folder view, the report contains visible information about the selected folders on the screen:
Name
Document Count
Last Modified
Source
Status
The report fields correspond to the header row in this figure.
When you issue this command from within a folder, the generated report displays visible information about the selected files:
Name
Type
Uploaded
Is Flagged
Size
Import Type
Assignee
Review Level
Comment
Status
Modified Date
Owner
Agreements
Worksheet
The report fields correspond to the header row in this figure.
Open the Project Dashboard's folders view by clicking the folder icon () in the left navigation bar.
Either:
Select the check boxes next to the folders you want a report on, or
Click a folder name to open it and then click the check boxes next to the files you want a report on.
Select the output format (Export as CSV orExport as Excel) from the download icon ().
This exports a listing of the selected folders, detailing the columns on the page.
Scheduling Document Reports
You can schedule document reports and temporarily or permanently stop scheduled document reports .
You can schedule daily, weekly, or monthly reports of documents uploaded or changed by discovery AI. When you no longer want to receive scheduled document reports, you can pause their delivery or delete the report schedule.
To schedule a document report
You can schedule daily, weekly, or monthly document list reports.
With this feature, you can ask Discovery AI to generate a report that lists all files changed in the system during the scheduled release interval, including their:
File name
Folder name
Uploaded date
File size
File type
Import type
Processing status
Assignee
Deleted status
Review level
Contract type
Error messages
Extraction time (minutes from upload to the Ready for Review state)
Review time (minutes from the Ready for Review state to Complete.)
Number of provisions requested
Number of pages
Number of provisions extracted
Worksheets associated with the file
Open the Project Dashboard's folders view by clicking the folder icon () in the left navigation bar.
Click the SCHEDULE REPORT button.
Enter a name for the report, select its frequency and duration, and enter the email addresses to receive success and failure reports.
Click Save.
Discovery AI shows a success message, and the SCHEDULE REPORT button indicates the report's scheduled status with a green check mark.
You will receive emailed reports at the addresses you entered starting on the next day, week, or month.
To pause, resume, or remove a scheduled document report
) in the left navigation bar.
).
This exports a listing of the selected folders, detailing the columns on the page.