Use the Contract Dashboard to upload a new or already-negotiated document, then manage that document through review and negotiation. This article walks you through adding a contract and using the tools available once it's uploaded.
Overview
- On the Contract Dashboard page, click Add Contract.
| The Contract Dashboard is a self-service tool that provides visibility into negotiation status and contract details. |
Select Original to upload a new document. If you want to go straight to utilizing our AI-powered Summary feature for a document that you've already negotiated, select Fully Negotiated.
Drag and drop the document onto the platform or click Browse Files to select the document from your device.
4. Once you complete the upload process, you land on the Contract Details page. By navigating between the Overview, Timeline, Details, and Similar Documents tabs, you can:
- Upload key versions of your documents (first markup, original, fully negotiated, partially executed, and fully executed).
- Update the status of the document using the Activity Log so that your team can keep track of the progress of the negotiation.
- Use Markup Builder to generate redlines using a combination of precedents and AI suggestions based on your Negotiation Playbook.
- View your precedent repository and generate redlines using Similar Documents.
- View your Negotiation Playbook.
- View the Timeline to track how long the document has been in negotiation, shown in business hours based on your account's time zone. Click View Details for a full status breakdown.
- Enter key information about the deal, such as the Counterparty and Advisor.
View a Summary of key terms and provisions that will be captured using AI.