COBBLESTONE SOFTWARE

Contract Insight — User Guide

Layering Processes

03. Admin User Manual › VISDOM & Risk Management › Layering Processes

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

Rather than a single one-shot action, VISDOM's work on a document is organized as a sequence of layered steps that the Edit with VISDOM workbench exposes as its own tabs: Next steps (an at-a-glance summary of what VISDOM found and suggests doing next), Record (a field-by-field “On the record” vs. “In the document” comparison with Copy / Keep the record’s / Use the document’s actions), Changes (tracking what has been modified), a VISDOM Tools dropdown (Found Clauses, Ask VISDOM, Negotiation brief), and Playbook (scoring every clause in a chosen playbook against the document). Each tab layers a different kind of analysis on top of the same source document — extraction, comparison, clause review, and playbook scoring — so a reviewer can move through them in sequence rather than getting one flat result. The workbench is opened from a record’s Actions → Update with VISDOM menu; Word documents open for editing, and PDFs open for VISDOM analysis.

2. Key Elements

• The Edit with VISDOM workbench splits analysis into layered tabs: Next steps, Record, Changes, VISDOM Tools, and Playbook (plus More → Key Info).
• Each layer builds on the same uploaded document: extraction feeds the Record comparison, which feeds clause review and Playbook scoring.
• Lets a reviewer move step by step from “what changed” to “what does it mean” rather than a single combined report.
• The document stays open on the left of the workbench while each layer is shown in the panel on the right.

3. Opening the Edit with VISDOM Workbench

The workbench is launched from the record that the document belongs to. The Which document? screen lists every document on the record: Word documents show Edit with VISDOM, and PDFs show Analyze with VISDOM. A new Word, .rtf, .txt, or PDF file (up to 30 MB) can also be dropped here; it is added to the record and opens straight away.

1. From the homepage, open the contract record (for example, Requests/Contracts → Contracts, then click Manage on the record).
2. Click Actions and select Update with VISDOM.

3. On the Which document? screen, confirm the Record, and optionally click the VISDOM TOOLS feature selector to choose which extraction features run.

4. Click Edit with VISDOM (Word) or Analyze with VISDOM (PDF) next to the document. The workbench opens on the Next steps tab.

4. Layer 1 — Reviewing Next Steps

The Next steps tab is the starting layer. It summarizes what VISDOM found and what to do next — for example, how many field values were read from the document and how many need a person, and a prompt to compare the document against your playbooks. It also offers suggested Ask VISDOM questions and an Open the assistant link. The badge on the tab shows how many items are still to do.

1. Open the contract record, click Actions → Update with VISDOM, and click Edit with VISDOM next to the document.
2. On the Next steps tab, click Review to go to the extracted field values, or Compare to go to the Playbook layer.

5. Layer 2 — Comparing the Record to the Document

The Record tab compares each extracted value with the record. The VISDOM extraction summary counts values as All, Differ, To fill in, Agree, and Other; click a count to filter the list. Expanding a field shows On the record and In the document side by side, with actions such as Copy, Keep the record’s, or Use the document’s. The record’s own form is shown below the comparison, and an Unsaved indicator appears until changes are saved.

1. Open the contract record, click Actions → Update with VISDOM, and click Edit with VISDOM next to the document, then select the Record tab.
2. Click a count (for example, Differ) to filter the extracted fields.
3. Expand a field and choose the value to keep.

6. Layer 3 — Tracking Changes

The Changes tab lists every edit made to the document, whether by you or by VISDOM, as a tracked change you can accept or reject. Track edits is on by default; Editor’s pane shows the changes alongside the editor.

1. Open the contract record, click Actions → Update with VISDOM, and click Edit with VISDOM next to the document, then select the Changes tab.
2. Leave Track edits on, and accept or reject each change as it appears.

7. Layer 4 — Using VISDOM Tools

The VISDOM Tools dropdown holds three clause-level tools: Found Clauses (with a count of clauses found), Ask VISDOM (document Q&A), and Negotiation brief (draft the asks).

1. Open the contract record, click Actions → Update with VISDOM, and click Edit with VISDOM next to the document, then click VISDOM Tools.
2. Select the tool to open in the right-hand panel.

7.1 Found Clauses

Lists each clause VISDOM identified in the document with its clause category (for example, Term). Expand a clause to read it, or click the search icon to locate it in the document.

7.2 Ask VISDOM

Ask questions about the contract in plain language. VISDOM has read the document, the record it belongs to, and everything it found in both. Pick a suggested question or type your own in Ask about this contract… and press send.

7.3 Negotiation Brief

Click Draft the brief to have VISDOM write up what to ask the other side to change — each point with the reason, what you’d accept instead, and where it sits in the document — built from the open findings on this contract and your playbook’s guidance.

8. Layer 5 — Scoring Against a Playbook

The Playbook tab checks the document against one or more playbooks. VISDOM scores every clause in the selected playbooks against the document’s language — what’s covered, what deviates, and what’s missing altogether.

1. Open the contract record, click Actions → Update with VISDOM, and click Edit with VISDOM next to the document, then select the Playbook tab.
2. Under Available playbooks, select one or more playbooks.
3. Adjust Match % if needed (default 80).
4. Click Compare.

9. Saving Your Work

Changes made in the workbench are not written to the record or document until they are saved. Click Save at the top right of the workbench; the arrow beside it offers additional save options. Use the back arrow to return to the document picker.

10. Quick Reference Summary