You 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 Processing 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 the three dots on the right, then click View.
Use the left-hand panel to navigate between the various sections in the summary.
Click the blue hyperlinked answer text to highlight the reference text for that term or provision in yellow.
Use the Search button to find specific words or phrases in the agreement.
If you need to update information that is captured in a Summary, click Edit Summary.
Once you're done editing, click Save to save your changes.
You can also access a document's summary from the Reports page. Clicking a document will bring you to the Contract Details page, where you can view the summary using the same process described above.