Users can view and download completed Summaries from the Overview tab on the Contract Details page. Once a fully negotiated agreement is uploaded, AI will automatically summarize the terms and provisions in your contracts.
You will know once the AI has finished completing the Summary once the status changes from Pending to Powered by AI. In a few short moments, you will be able to get insight into what you agreed to.
Summary In Progress
Completed Summary
Once the Summary is complete, click on three dots on the right and then click View.
Use the left-hand panel to navigate between the various sections in the Summary.
By clicking on the Navigation buttons, the Reference Text for that specific term or provision in the agreement will be highlighted in yellow.
Use the Search button to find specific words or phrases in the agreement.
If you ever need to update information that is captured in a Summary, click Edit Summary. Remember to click Save once you're done!
You can also access a document's Summary from the Reports page. Clicking on a document will bring you to the Contract Details page, which is where you can view the Summary using the same process noted above.