Contract Detail
View and edit contract details, clauses, PDFs, and relationships. Covers all tabs, gold standard comparison, syncing with source, and deleting or archiving.
14 articles
- Ask sidebar and gold standard comparison→
Use the AI Ask sidebar and compare to gold standard clauses. Ask questions about the contract and see how its clauses align with your admin-defined gold standard.
- Clauses and gold standard comparison→
Compare contracts to the gold standard and add clauses from contracts. View extracted clauses, see how they compare to your organization's gold standard, and add or adjust clauses.
- How do I compare two or more contracts?→
Compare contracts side by side or run comparison analysis. See differences between two or more contracts for terms, clauses, or key fields in one view.
- Custom attributes (custom fields) on a contract→
View and edit custom fields defined by your admin. Custom attributes appear on the contract detail page and can be edited when you have the right permissions.
- How do I delete or archive a contract?→
Remove a contract or move it to archive. Delete a contract when it is no longer needed, or archive it to hide from active views while keeping the record.
- How do I edit contract fields?→
Edit extracted or custom fields on a contract. Update any editable field on the contract detail page, including extracted data and custom attributes defined by your admin.
- Contract detail – Financial and payment tab→
Payment terms, value, currency, and other financial fields. View or edit contract value, payment schedule, currency, and related financial metadata.
- Contract detail – Invoices tab→
View and link invoices to this contract. See all invoices associated with the contract and link new invoices for spend tracking and renewal analysis.
- Contract detail – Legal and compliance tab→
Governing law, indemnity, liability, and compliance-related fields. Access legal and compliance metadata extracted from the contract for review and reporting.
- Contract detail – Overview tab→
Summary and key fields on the contract detail page. The Overview tab shows a high-level summary and key metadata so you can quickly understand the contract.
- How do I view the contract PDF?→
Open and use the PDF viewer on the contract detail page. View the original contract document, scroll through pages, and use it alongside extracted data and tabs.
- Contract detail – Relationships tab→
View parent-child and related contracts in a graph. See how contracts link to each other, view the relationship structure, and navigate to related contracts.
- Syncing a contract with its source (e.g. Drive, SharePoint)→
Refresh contract data from the connected source system. Re-sync from Google Drive, SharePoint, or another source to pull in the latest file and metadata.
- Contract detail – Terms and renewal tab→
View and edit term, renewal, and termination fields. See start and end dates, renewal terms, notice periods, and termination conditions in one place.