To understand how AI-assisted negotiation works, feel free to read this article.
Your project is currently in negotiation. You just need to access the review mode to open the editor, view comments, suggestions, and now, AI-driven recommendations.
Review recommendations
Recommendations are marked in the contract with a red flag icon and a red line on the relevant sections.
Open a recommendation: Click on the flag icon or access the list of recommendations in the sidebar.
Types of Recommendations:
Acceptable (green)
Not Acceptable (red)
Missing (grey)
Navigate between recommendations: Use the advanced navigation bar to move from one recommendation to another.
Direct access to a recommendation: Clicking on a recommendation in the list will automatically scroll the editor to the relevant section.
Accept or reject a recommendation
Accept: Check the "Accept" box to validate the suggested modification.
Reject: Check the "Reject" box to keep the original wording.
The recommendation is not applied automatically. You need to edit the content manually.
Once the content is modified, you can mark the recommendation as done.
Track and resume the review
Tracking Progress: A progress bar allows you to visualize the status of recommendation processing.
Pause and resume Later: You can close the document and retrieve all recommendations by accessing the saved version of the contract.
All team members with access to the project will have access to the recommendations and will be able to process them.
Configure the Playbook
The Playbook defines contract analysis criteria and extracts relevant recommendations.
Find the Playbook User Guide here.
