The Project Dashboard
The Project Dashboard offers two working views of the project. These enable folder management, and once a folder is selected, document management and review.
Accessing the Project Dashboard
- Review projects (groupings of contracts and supporting documents), including their current status in the system.
- Manage projects, including renaming or deleting them.
- Sort, filter, search, and select documents in various states of readiness for review.
- Import one or more documents.
- Resubmit one or more documents for AI processing and extraction.
- Customize your page view.
- Export a CSV report of all documents and their statuses.
- Schedule a CSV report of all documents and their statuses
Customizing the View
You can control which columns appear and their order.
Editing a Custom View
You can change any custom view you have created.
Saving a Custom View
You can save custom views for future sessions.
Recalling a Custom View
You can change your project view to a view that you or your administrator have saved.
Deleting a Custom View
You can delete your private custom views. Administrators can delete their private custom views and public ones.
Folder Management
The initial Project Dashboard view offers directory management features.
From this view, you can:
- Navigate, sort, and search folders.
- Edit (rename) individual folders.
- Delete one, several, or all folders.
- Export the folder listing as Excel or CSV.
- Edit columns 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.
Document Reports
Generate CSV- or Excel-format reports that detail 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:
- Document ID
- File name
- Folder name
- Uploaded date
- File type (This is the document's data format: for example, "pdf" or "docx".)
- Import type (This describes the document's review type: OCR-only (no review), Automated Extraction (AI extraction), or Verified Extraction (Automated Extraction with a human reviewer.)
- Processing status (Processing, Ready for Review, Ready for Approval, Complete, or Error)
- Assignee (name of the user assigned to review the document)
- Deleted status (a yes/no Boolean indicating whether the file in the system is marked "deleted")
- Review level (a 0, 1, or 2 corresponding to the number of review and approval steps the document extraction must pass. See Setting Up a New Data Extraction Mapping for more.)
- Contract type (such as "MSA", SOW", etc.)
- File size (in KB or MB)
- Error messages associated with the uploaded file.
- Extraction time (minutes from the start of processing to Ready for Review)Note:
- For bulk uploads, documents are queued before processing. Queue time is not included in the extraction time.
- For documents that have been retried or reprocessed, the final extraction time reflects the total elapsed time from the initial processing start time to the latest Ready for Review time stamp.
- Review time (total elapsed time, in minute increments, from the document entering the Ready for Review state to the Complete state)
- Number of provisions requested (This is the number expected from the extraction)
- Number of pages
- Number of provisions extracted
- Worksheets associated with the file (See Setting Up a New Data Extraction Mapping for more)
- Reviewed By (user name of the reviewer)
- Review Count (the number of times the document review has been retried)
You can generate such a report for all documents in the system, all documents in a folder, or a list of hand-selected documents.
You can also schedule an automated report as described in Scheduling a Document Report
Exporting a Report of All Documents
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.
Exporting 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.
Exporting 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 Exporting a Report of All Documents, and Exporting 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 (number of documents in the folder)
- Last Modified (date and time)
- Source (where the information came from, such as CLM)
- Status (current status of the document in the review cycle)
- Name
- Type (the document's data format: for example, "pdf" or "docx".)
- Uploaded date
- Is Flagged (Boolean indicating whether the item has been flagged for review)
- Size (in KB or MB)
- Import Type (OCR, Automated Extraction, or Verified Extraction)
- Assignee
- Review Level (0, 1, or 2, corresponding to the number of required reviews)
- Comment
- Status (the file's current stage in the review process, e.g., "Processing", "Ready for Review")
- Modified Date
- Owner
- Agreements (link text to the parent agreement source, i.e., CLM for Advantage Platform or Salesforce)
- Worksheet (the name of the worksheet that extracted this document's data)
Schedule 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.
Scheduling a Document Report
You can schedule daily, weekly, or monthly document list reports.
- Document ID
- File name
- Folder name
- Uploaded date
- File type (This is the document's data format: for example, "pdf" or "docx".)
- Import type (This describes the document's review type: OCR-only (no review), Automated Extraction (AI extraction), or Verified Extraction (Automated Extraction with a human reviewer.)
- Processing status (Processing, Ready for Review, Ready for Approval, Complete, or Error)
- Assignee (name of the user assigned to review the document)
- Deleted status (a yes/no Boolean indicating whether the file in the system is marked "deleted")
- Review level (a 0, 1, or 2 corresponding to the number of review and approval steps the document extraction must pass. See Setting Up a New Data Extraction Mapping for more.)
- Contract type (such as "MSA", SOW", etc.)
- File size (in KB or MB)
- Error messages associated with the uploaded file.
- Extraction time (minutes from the start of processing to Ready for Review)Note:
- For bulk uploads, documents are queued before processing. Queue time is not included in the extraction time.
- For documents that have been retried or reprocessed, the final extraction time reflects the total elapsed time from the initial processing start time to the latest Ready for Review time stamp.
- Review time (total elapsed time, in minute increments, from the document entering the Ready for Review state to the Complete state)
- Number of provisions requested (This is the number expected from the extraction)
- Number of pages
- Number of provisions extracted
- Worksheets associated with the file (See Setting Up a New Data Extraction Mapping for more)
- Reviewed By (user name of the reviewer)
- Review Count (the number of times the document review has been retried)
Pausing, Resuming, or Removing a Scheduled Document Report
Document Management
The second Project Dashboard view displays documents and helps you manage them 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 pre-configured worksheet was used to extract any provisions found in the document.
- Customize your document-level view as described above for the folder-level view.
- Sort, filter, search, and select documents in various states of readiness for review.
- Open for review documents marked "Ready for Review."
- Upload one or more documents from CLM, SharePoint, or your local file system.
- Retry the AI extraction on submitted files without changing worksheets or review levels
- Re-extract submitted files, with the option of changing worksheets or review levels
- Export a report listing documents in the system in comma-separated value (CSV) format.
- Click Project Dashboard to return to the first (project-level) dashboard view.
Accessing the Project Dashboard Document View
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 pre-configured worksheet was used to extract any provisions found in the document.
- Customize your document-level view as described above for the folder-level view.
- Sort, filter, search, and select documents in various states of readiness for review.
- Open for review documents marked "Ready for Review."
- Upload one or more documents from CLM, SharePoint, or your local file system.
-
Resubmit documents for re-extraction.
- Export a comma-separated value (CSV) or Excel-format file listing documents in the system.
- 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.
For more detailed and specific search and filter operations, see Filtering and Searching Files.
Searching Documents
Searches are impermanent. For repeatable searches, use document filtration.
Filtering Documents
You can search for files by simple name search or you can use the Advanced Search feature from the Project Dashboard to search with great specificity.
Search Project Dashboard results by clicking the Filter icon and entering field and operator information to narrow your listed documents for review.
Exporting Document Listings
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.
Retrying Documents
Improve document extractions by resubmitting them to the AI engine, reusing the original extraction parameters.
- You have reviewed one or more documents and found the AI extraction to be inaccurate or otherwise insufficient.
- The documents are in an Error or a Ready for Review status, or have been in the In Processing status for more than six hours.
You can resubmit one or more documents for extraction directly from the Project Dashboard's document view using the Retry feature. The Retry feature resubmits a document for extraction using the same worksheet and extraction type. In other words, you consider worksheet and extraction type to be correct for that document. If you are not confident that these extraction settings are correct for the subject document—for example, if you believe the worksheet is not correct for this document type or you want to change the extraction type—use the Re-Extract feature.
Re-Extracting Documents
Improve document extractions by resubmitting them to the AI engine with revised extraction parameters.
- You have reviewed one or more documents and found the AI extraction to be inaccurate or otherwise insufficient.
-
You have noted the names of the file or files you will re-submit.
-
The files you will re-submit are in the Ready for Review, Ready for Approval, or Complete status.
The selected documents are immediately queued for processing as new document entries in the Project Dashboard. Documents are resubmitted to the AI using the worksheet and extraction type you specified in step 4.
Field values repeated in consecutive worksheets are overwritten. Clause, table, obligation and insight values in consecutive worksheets are inserted into agreement objects without overwriting the preceding entries.
A re-extracted document appears in the Document Dashboard as a new item on a new line. The agreement record remains the same.