What data does the [AI]ssistant tool search for in my documents?

[AI]ssistant searches for ten (10) data points to help you get a jump on your data entry!

The AI[ssistant] tool automatically searches for and attempts to organize these values:

  • Contract Type 
  • Contract Name
  • My Company
  • Counterparty
  • Effective Date
  • Termination Date
  • Autorenew (Yes/No)
  • Renewal Term (Length, if Autorenew is Y)
  • Deadline to Nonrenew (Date, if Autorenew is Y)
  • Includes Confidentiality (Yes/No)

You have the following options to manage the values presented by [AI]ssistant:
  • Accept all or some of the selected values by clicking the blue "Accept Selected Values" button. Make sure to take note of which line item is checked, as those are the ones that will be applied.
  • Choose an alternative information presented by clicking the adjacent "Alternatives" button.
  • Edit the presented information by clicking the blue text or information box under the Extracted Value column.
  • Skip it all together and perform your data entry by clicking the "skip for now" button on the upper right side of the window.  The choice is yours! 

Note: The AI result for "Contract Type" cannot be edited on the [AI]ssistant page. You can click on the adjacent "Alternatives" button if you'd like to change the presented Contract Type.

After accepting the values, new notations will be created on your contract. You can then click on each to see what Contract Field the notation reflects:

Screenshot 2023-04-11 214318


Please reach out to support@contractsafe.com for any questions.