AuthorDOCS allows you to quickly evaluate key legal issues within your document and eliminate yo-yo scrolling in contract review. Learn how to do all of this in the Review Tab.
Follow along with this video or follow the steps below
| Duration: 01:32 | Last updated: Feb 24, 2020 |
Getting started
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Open your document Microsoft Word and in authorDOCS go to the menu bar and choose the Review Tab.
Click on the smart selector to choose the Review Skillset that you want authorAI to use when reviewing this document.
Click Run Checks |
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Understanding the Review Tab
After clicking Run Checks wait a few seconds for the document to process. You should see a list of Alerts, as well as Concepts and Details that were found in the document.
Here’s what you can do with each of these:
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By default, Alerts show you legal Concepts and key Details that were not found in your document.
If you’ve already set up your ClauseBank, you can click on the Comparison Shelf (book icon) to the right of each Concept to bring up your ClauseBank and find a suitable clause to insert. |
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Concepts display contract clauses where key legal Concepts related to your selected Skillset were found. You can click on these Concepts to jump directly to the location of the text in the document.
You can also open the Comparison Shelf (book icon) to the right of each Concept to compare the clauses found with similar clauses set up in your ClauseBank. |
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Details are similar to Concepts, except showing individual details instead of whole clauses. ie Document Dates, Contract Terms, Parties. |
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Defined Terms and Cross Clause References
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After clicking Run Checks some text in your document will turn purple. This indicates defined terms and cross clause references in your document.
Clicking on a defined term or cross clause reference allows you to quickly view the definitions and clauses being referencing in the authorDOCS sidebar. |
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Understanding the Review Tab
If the review results being found aren’t what you are looking for, you can configure your alerts in the Skillsets Tab to do things like:
- Search for key phrases within your documents.
- Check if certain detail values are too high or too low.
- Stop looking for concepts you don’t need to see.