Build your own custom Summaries to tailor the specific data points that you want to capture in your contracts.
- In the left-hand navigation, select Reports.
- Click the Summary Templates tab.
3. Click Add Summary and enter a name in the Name field. From here, you have two options:
- Select one of the Starter Templates for your desired document type.
| Starter Templates are Summaries that have been built with high confidence predictions. |
- Select Blank to create your own Summary from scratch.
- Click Add Section at the bottom of the Summary template and enter the name of the provision that you want to include in your Summary. The new section that you add will appear on the left.
- Once your new section appears on the screen, you will see the option to Add Question. Clicking this button will bring up the question builder on the right.
- Enter the specific data points that you want the AI to capture in your contracts by adding a Question and Answer Type. You can also add a Prompt and Example Text to further tailor the predictions. Once you are finished, click Add.
- You can add Conditional Sub-Questions to get more granular data. You can also Edit or Delete any new sections, questions, or sub-questions that you add.
| Deletions must be performed from the child level up to the parent level (i.e., all sub-questions and questions for a section must be deleted before that section can be deleted). |
- Once you are satisfied with your Summary, click the Publish button. Reach out to your Product Implementation team so that they can enable the Summary for your documents. Once enabled, this Summary will be applied for new documents moving forward.