Patch 22.6.1.260210 - Core System: Contract Insight

We’re excited to introduce VISDOM Preloading, a major enhancement designed to make working with VISDOM significantly faster and more efficient. Users can now drag and drop a file into the system and have it processed in the background—allowing them to continue working while VISDOM does the heavy lifting.

This reduces the time spent waiting on the VISDOM Add‑In to evaluate documents.

What This Enhancement Allows You to Do

Drag & Drop Documents to Be Processed in the Background

Users can now drop Word or PDF files directly into the system and choose to have them:

• Saved into a background processing queue
• Automatically processed by VISDOM
• Delivered with a notification when the analysis is complete

This means you no longer need to wait on the VISDOM Add screen while VISDOM performs its processing.


Choose Your Workflow: Create Now or Keep in the Queue

When you drag and drop a file, you’ll see a modernized layout with two options:

Option A — Create New Record

Choose the module and record type, then proceed directly to the VISDOM Add screen.

Option B — Keep in File Queue

Select the area/type and save the file to be processed in the background.
This option lets you step away and handle other tasks while VISDOM works.

Continue Working While VISDOM Processes Your Document

Once a file is added to the queue:

• The system begins OCR (if needed)
• VISDOM processes the document
• The results are saved and linked to the file
• You will receive both an on‑screen notification and an email when the processing is finished

Users can continue with other work while VISDOM completes the extraction in the background.

Administrators can manually trigger background processing from the job scheduler if needed.

Review Completed Files and Create a Record Instantly

When processing is complete:

• Your file will appear in My Pending Files → Files for Auto Processing
• You can view the processed file
• A new Create Record button will appear
• Clicking it sends you straight to the VISDOM Add‑In screen
• The VISDOM Add‑In loads instantly because the heavy processing was already done

This creates a much faster and more seamless record‑creation experience.

This enhancement provides:

• Much faster VISDOM Add‑In loading
• Reduced waiting time for large documents
• More efficient workflows for power users
• More flexibility and fewer interruptions
• Automatic notifications when processing finishes

1. New Split Save Button for VISDOM Add Screen

When creating records from the Pre‑Processor, the Save button has been replaced with a split‑button offering two workflow options:

• Save and Continue
  Saves the record and returns you to the Queue.

• Save and Continue to Detail
  Saves the record and opens the newly created record’s Detail Page.

This makes it easier for users to choose the next step and reduces unnecessary navigation.

2. Faster Reload Times After a Failed Save

Previously, if a save failed, VISDOM would fully reload the page and re‑evaluate all fields, resulting in slow load times and the “Evaluating field group…” message.

With this enhancement:

• VISDOM now reloads much faster
• Field evaluation is not repeated unnecessarily
• Users will no longer see “Evaluating field group…” after a failed save

This creates a smoother, more efficient retry experience.

3. Overall VISDOM Add Screen Performance Improvements

The VISDOM Add screen has been optimized in several ways:

• Faster load time when starting from drag‑and‑drop
• The main content becomes visible as soon as it’s ready
• The Save button stays locked until the page is fully rendered
• A temporary cover appears on the left panel while loading
• VISDOM extraction will not override user changes if the save fails
• The Save button has been moved to the center for better visibility

We’ve updated the Files & Attachments page to provide a cleaner, more intuitive, and more controlled file‑upload experience. This enhancement modernizes the drag‑and‑drop area, improves clarity, and reduces upload errors—all while keeping the existing functionality and controls clients are familiar with.

1. Drag‑and‑Drop No Longer Auto‑Uploads Files

• Dropped (or selected) files open a new modal window
• The file is held in a “pending upload” state
• Users enter any required metadata before confirming the upload

This gives users more control and prevents accidental or incomplete uploads.

2. New Upload Modal for Better Accuracy and Control

A streamlined modal now appears whenever files are dropped or selected:

• Shows a list of files pending upload
• Allows additional files to be added by dropping them directly into the modal
• Displays required fields (Category, Access Level, Document Type, Notes, etc.)
• Ensures all information is captured before the upload begins

For Solicitations, the modal also includes two additional fields:

• Respondent
• Is Public

This helps ensure correct metadata is captured across all modules.

3. Improved Drop‑Zone Styling

The drag‑and‑drop area has been visually refreshed with:

• A more modern, clean design
• Better visual indicators for drag‑and‑drop actions
• A simplified and more organized layout

This makes it easier to understand exactly how to upload files.

4. Buttons and Actions Now Behave More Consistently

To improve clarity and reduce clutter:

• The Bulk Download button appears only for users with administrative permissions
• View All Actions now mirrors the same visibility rules
• In the Employees module, VCG Download History is hidden
• All “View” actions continue to open as modal windows, maintaining consistency across the system

These refinements help ensure users only see actions they are permitted to use.

5. Clearer Upload Feedback

Once users confirm the upload:

• The modal processes the file(s)
• A confirmation message appears once the upload is complete
• The newly uploaded files appear immediately in the grid with the metadata applied

This provides reassurance that the upload was successful and properly recorded.

We’re excited to announce a major enhancement that brings key VISDOM‑powered features directly into the online collaborative editor. This update delivers a more intelligent, helpful, and consistent editing experience—similar to what users enjoy today in the VISDOM Add‑In and the Word Plugin—without ever leaving the browser.

VISDOM Sidebar Added to the Online Editor

The online editor now includes a new VISDOM sidebar, giving users access to several powerful document‑insight tools while editing files stored in the Files & Attachments section of any record. These tools are available immediately upon opening a document in the editor.

Built‑In Chatbot Assistance

A new document‑aware chatbot is now available in the sidebar.
When opened, the chatbot will:

• Scan the entire document automatically
• Provide a high‑level summary
• Present recommended prompts and insights tailored to the document’s content

This gives users a faster, more intuitive way to understand and interact with the material they are reviewing.

Access to Key VISDOM Features in the Editor

Users now have access to a limited VISDOM toolset within the browser, including:

• Alerts — Highlights items in the document that may require attention
• Document Review Tools — Provides automated insights and findings
• Clause Search & Clause Library — Helps locate and compare clauses directly inside the editor
• Chatbot — For summarization, prompting, and guided document interaction

This provides a consistent VISDOM experience across the platform and reduces the need to switch between tools.

How will this affect users? 

These enhancements make it easier for users to:

• Understand documents quickly
• Identify issues and key content without manual review
• Work collaboratively without losing access to VISDOM insights
• Enjoy a more unified document‑editing experience across Contract Insight

It brings the intelligence of VISDOM to the same place where users already review, collaborate, and refine their documents.

We’ve introduced an extensive set of enhancements to support the new collaborative document editor, giving users and administrators a dedicated place to manage, monitor, and track all active and past collaboration sessions. These enhancements bring greater transparency, improved control, and full auditing to the collaboration experience.

1. “My Joint Document Processes” – View and Manage Your Active Collaborations

Users now have a new page under the My menu called My Joint Document Processes, where they can:

• See all document processes they are actively collaborating on
• Open the document in the editor to continue working
• Manage collaborators (if permitted)
• Review the full audit log for the process
• Jump directly to the record where the file is stored
• View both current and expired document processes

Expired processes can also be reactivated or purged, depending on the user’s permissions.

2. “System Joint Document Processes” – Admin‑Level Visibility Across All Collaborations

Administrators gain a new page under Manage/Setup called System Joint Document Processes showing:

• Every joint document process in the system
• All active and expired processes
• The ability to open, review, and audit any collaboration
• Centralized oversight of collaboration activity across all users

This gives administrators a complete view of collaboration activity throughout the organization.

3. New Collaboration Management Sidebar

From either page, users with collaboration‑management permissions can open a new sidebar that allows them to:

• View all collaborators on a process
• Invite new collaborators (employees, company contacts, or email addresses)
• Set or adjust collaborator permissions
• Re‑send invitations
• Remove collaborators

This provides an intuitive, centralized way to manage joint editing access.

4. Expiration Dates & Reactivation Options for Collaborative Sessions

Document processes now include configurable expiration dates, allowing organizations to control how long collaborative editing sessions remain active.

New configuration settings allow admins to define:

• When expiration begins (process start or last update)
• How long a process remains active
• Whether expired processes can be reactivated

Once expired, a process becomes view‑only unless reactivated by an authorized user.

5. Comprehensive Audit Log for Each Document Process

Every collaboration session now includes a full audit trail accessible via a History icon. Events tracked include:

• Process start, end, and reactivation
• When collaborators open the document
• Opening expired documents
• Collaborator invitations, removals, and permission changes

This ensures full transparency and meets compliance and governance needs.

6. Improved Visibility in Files & Attachments

Documents that are currently part of an active joint editing process are now highlighted in the Files & Attachments grid.

Additionally:

• Files in an active process cannot be deleted until the process is completed or closed

This helps prevent accidental changes or removal of in‑use documents.

7. Optional Login Requirements for Vendor/Client Gateway Users

Organizations can now specify whether external collaborators must log in through the Vendor/Client Gateway to access the editor.

• By default, external collaborators do not need to log in
• A new option allows requiring login per contact when sending invitations

This provides added flexibility for balancing ease of access with security.

We’ve improved the VISDOM Basic drag‑and‑drop experience by making the maximum number of fields that can be processed fully configurable through Application Configuration settings.

The drag‑and‑drop interface in VISDOM Basic is designed to handle up to 100 fields reliably. Exceeding this number may cause:

• Browser slowdowns
• Excessive memory usage
• System instability, which may affect other applications running on the user’s computer

Previously, this limit was hard‑coded into the system.

You can now adjust the VISDOM Max Field Count limit directly through system configuration settings.

• The default value remains 100, which is the recommended and supported maximum.
• Administrators may increase this limit if absolutely necessary; however, values above 100 are not supported and may impact performance.
• This setting is now visible in Application Configuration → General System.

This enhancement provides flexibility for organizations with special use cases, while still protecting system stability for typical usage.