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      (NEW) Using the Contract and Info Workspace

      Personalize your contract viewer.

      Table of contents

      Overview

      There are plenty of small tweaks to make your Workspace fit your needs. 

      Adjust size of contract viewer

      To adjust the size of the contract viewing, simply click and drag. 

      Collapse and expand forms

      Simply click the arrow icon to collapse and expand your form fields

      View and approve AI fields

      To see all AI fields to approve, select View AI fields in the form and Return to Form View when done

      To confirm or change the AI results, click on the field and choose Confirm AI or Input Manually which will allow you to change the field.

      If AI recognizes other options for that field, you'll see an additional option with links directly to the part of the contract where it came from. See an example below:

      Personalized Settings

      To adjust your contact page settings, go to Settings > Personal Settings > My Settings

      AI suggestions

      If you just want to show the AI symbol for AI suggestions, select that. Otherwise, you'll see the AI symbol and value in blue as seen above.

      Contract viewer

      You can also move the contract to the right or left of the viewer.