After a Smart Import has been analysed, you land on the review of your documents: this is the control step before publishing to the repository. You can come back to it at any time from Last imports.
The Review import panel adapts to your import: you only see the steps that concern it.
The possible steps:
Review contracts: always shown
Review amendments: only if your import contains amendments
Review attached files: only if it contains attachments
Review alerts: only if duplicates were detected
Hide steps collapses the panel.
For the full walkthrough of an import (starting it, the analysis, publishing), see the article Import your contract history with Smart Import.
Understand the review table
Documents are grouped by contract type in the left-hand panel.
Amendments and attached files appear linked to their contract, with a dedicated icon.
Identical files are flagged Duplicate: they receive neither a contract type nor extracted fields, and are never published. Only the original file is.
Each document carries a verification status, Verified or Unverified: this is how you know what is left to review.
Mark your documents as verified
As you review, mark the documents you have checked. On a large import, this is the only way to know where you stand.
On a row, click Verify
On a contract type, Mark as verified marks all of its documents. A type is verified once it contains at least one file and all of them are verified
On a selection of rows, use Mark as, then Verified or Unverified
Two actions send a document back to Unverified: changing its contract type, and the completion of a re-extraction of its fields. In both cases the fields are recomputed, so your earlier check no longer holds. Duplicates never receive a verification status.
Check and correct the extracted fields
Each group shows one column per field assigned to the contract type, plus a counterparty column. An asterisk marks the required fields.
Click a value to see its source: the passages Oro used, its reasoning, and Open in document to show the highlighted passage in the PDF.
Correct the values by hand if needed.
From a column header, adjust the field's AI extraction prompt then click Re-run extraction: the field is re-extracted on every document of the type and the column values are replaced.
To correct several documents at once, tick them then click Edit in the action bar: the chosen value is applied to the whole selection (100 documents maximum).
Link amendments and attached files
At the end of the analysis, Oro suggests linking the import's amendments to their initial contract, based on the counterparty, the file name and the source folder. The safest matches are linked automatically.
Open the Review amendments step: it opens on the Unlinked tab, which lists the amendments still to be linked. The Linked tab shows those already in place
The match score is shown next to the suggested contract. Hover it to see what the amendment and that contract have in common
Validate row by row, or all the suggestions with Validate all
A wrong link? Click Edit parent to choose the right contract
The Review attached files step lists the attached files that are not linked to any contract: click Link to contract to choose their parent contract. There is no automatic suggestion here
Handle duplicates
If Oro detects two strictly identical files, the Review alerts step appears and opens the Duplicates screen.
A single contract will be published in every case. What you choose here is which file it will be published under: its name, its source path and its last modification date.
Both files are shown side by side, in the Kept and Deleted columns
To swap the choice, click Keep this file instead
If there is nothing to arbitrate, the screen shows No duplicates to review.
This choice cannot be changed indefinitely: it is blocked while the original file is still being analysed, and once publishing has started. Clicking the same button again does not undo it.
Organise your documents
From the action menu on each row:
Link as amendment or Link as attachment: link the document to a contract in the import
Edit contract type: choose an existing type or create a new one directly
Delete document from the import
Renaming a contract type from Smart Import has a global scope: the name changes everywhere the type is used, including outside Smart Import.
Automate naming and filing
On each contract type, a bar invites you to define the rules that will apply to the contracts below. They take effect at publication:
Add naming rule: automatically rename every contract of the type
Add a filing rule: choose the automatic filing folder
Add reminder rule: for example an end-of-contract deadline
Assigned fields: select the fields to extract for this type
📌 Once the review is complete, go back to the article Import your contract history with Smart Import to publish to the repository.