COBBLESTONE SOFTWARE
Contract Insight — User Guide
Extract Text with VISDOM: Text/Phrase Recognition for One-Off Contracts
03. Admin User Manual › VISDOM & Risk Management › Extract Text with VISDOM: Text/Phrase Recognition for One-Off Contracts
Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.
1. Overview
The Create with VISDOM screen (also reachable via the Drop a document control in the top navigation bar) is built for exactly this scenario: turning a single uploaded contract document into a new record without manual data entry. After a document is dropped or browsed in, a feature-selection modal lets the user choose which VISDOM+ capabilities to run against it — grouped as EXTRACTION (Field extractions), CLAUSES (Clause extraction, Clause sentiment, High risk findings), and STANDALONE TOOLS (Possible system additions, Obligations, GSA clauses) — before VISDOM reads the document's text and phrases and proposes values to pre-fill the new record's fields. This is the primary path for bringing a one-off contract that exists only as a file into the system as a structured record.
2. Key Elements
- Reached from the Create with VISDOM menu item or the Drop a document control in the top bar.
- A feature-selection modal (EXTRACTION / CLAUSES / STANDALONE TOOLS) lets the user pick which VISDOM+ capabilities run before the document is processed.
- VISDOM reads the document's text/phrases and proposes field values, turning the uploaded file directly into a new, pre-filled record.
3. Quick Reference Summary
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