Manage Gold Standard

You can view and edit the existing gold standards for each contract type for your organization here. You can also generate gold standards if they do not exist for a contract type.

Viewing my gold standards

1. Click Gold Standard in the left sidebar to open your gold standard library.
2. Select a contract type from in the left panel for which a gold standard exists. The contract types which have a gold standard are marked with a green checkmark. You can search for a particular contract type here. The existing gold standard for the selected contract type will be displayed in the center panel.
3. Additionally, the right panel displays a historical timeline of the updates made to the clause.

Editing my gold standards

1. After selecting a gold standard for a contract type in the left panel, you can edit the document in the editor in the center panel.
2. Click on Save to save the changes. The updated gold standard will be displayed in the center panel and the historical timeline will be updated in the right panel.
3. All edits will automatically update the corresponding clauses in the clause library for that contract type.
4. An existing gold standard can be deleted using the Delete button next to the contract type in the left panel.
5. You can export the gold standard document as PDF using the Export PDF button below the editor in the center panel.

Uploading a new gold standard

1. After selecting a contract type in the left panel, click Upload new gold standard in the top right in the center panel.
2. You can choose to upload a PDF or DOCX file from your computer.
3. The uploaded file will replace the existing gold standard for the contract type.

Generating a gold standard

You can generate a gold standard for any contract type provided you have at least 3 contracts of that type in your system. These 3 contracts are analyzed to extract recurring, standard language and structure. Personal/contract-specific information is removed and placeholder blanks are generated.

1. In the left panel, select a contract type for which you would like to generate the gold standard.
2. Click on the Generate button in the center panel. The gold standard generation will analyze 3 of the existing contracts of the selected contract type in your system and generate the document.