After data extraction, in the Doc Clauses tab, you can view the extracted clauses.  If you find that some clauses are incorrectly marked, you can re-mark it or remove the identified clauses from the document. You can also mark other content as a field in the document.

To re-mark the extracted clauses

  1. Open Microsoft Word and launch the add-in.

  2. Log in to X-Author for Contracts and open the Agreement Document. 

  3. Extract data from the document using Contract Intelligence by clicking Review Import Results. For more information on data extraction, see Extracting Agreement Data Using Contract Intelligence for CLM
  4. In the Contracts pane, click the Work tab and click Doc Clauses. The list of extracted clauses is displayed. 

  5. Highlight the text that you want to re-mark, select the incorrectly tagged doc clauses and click the more button (), and click Re-Mark. A confirmation dialog appears. This unmarks the doc clause and retains its content as plain text. 

To unmark an extracted clause

  1. Open Microsoft Word and launch the add-in.

  2. Log in to X-Author for Contracts and open the agreement document. 

  3. Extract data from the document using Contract Intelligence by clicking Review Import Results. For more information on data extraction, see Extracting Agreement Data Using Contract Intelligence for CLM
  4. In the Contracts pane, click the Work tab and click Doc Clauses. The list of extracted doc clauses is displayed. 

  5. Select the clause that has been incorrectly tagged as a clause. To return it to untagged plain text, click the More button(), and click Unmark. A confirmation dialog appears. This unmarks the doc clause that was extracted and retains the clause content as plain text. 

To remove an extracted clause

  1. Open Microsoft Word and launch the add-in.

  2. Log in to X-Author for Contracts and open the Agreement Document.

  3. In the Contracts pane, click the Work tab and click Doc Clauses.
  4. Select the incorrectly tagged clause and click the More button (), and click Delete. A confirmation dialog appears. The doc clauses are deleted successfully. 

Clause and field markings are displayed differently in CLM and X-Author for Contracts.

  1. When there are multiple extractions for a single clause, CLM displays the combined list, whereas X-Author for Contracts displays only the first extraction.
  2. When the same provision is mapped to multiple fields or clauses, and all extractions are in the same location in the document, then all the clauses in CLM are marked, whereas only the first value gets marked in X-Author for Contracts.
  3. When the same provision is mapped to both fields and clauses, then both the fields and clauses are marked in CLM, whereas only the clauses are marked in X-Author for Contracts.