Features
  • 09 Jul 2025
  • 77 Minutes to read
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Features

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Article summary

1. Getting Started  

What You'll See First

When you open the add-in for the first time, you'll see the login screen:

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Initial Setup Steps 


Step 1: Enter Your Contract Insight URL 

  • Enter your organization's Contract Insight URL (e.g., https://companyname.cobblestone.software/Core/) 
  • The system will automatically validate and normalize the URL format 

Step 2: Choose Your Login Method 

  • Username & Password: Standard login with your CI credentials 
  • SSO: Single Sign-On through your organization's identity provider 

Step 3: Configure Preferences 

  • ✅ Remember Me: Saves your URL and username for future sessions 
  • ✅ Auto-open with document: Automatically opens the add-in when you open this Word document

What Happens During Login 

  1. System validates your CI server version compatibility 
  2. Authenticates your credentials 
  3. Establishes secure connection to your contract database 
  4. Prepares the add-in interface for contract management 

Need Help?

  • Check with your IT administrator for your Contract Insight URL 
  • Contact support if you're having SSO authentication issues

2. Navigation and Interface 

Header and Navigation System 

The CobbleStone® add-in provides a comprehensive navigation system designed to help you quickly access all features and stay informed about document analysis results. The interface consists of a main header with multiple navigation elements and a hamburger menu for organized feature access. 

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Header Components: 

  • Hamburger Menu - Main navigation to all features 
  • AI Notifications - Bot icon with analysis alerts 
  • Document Hints - Lightbulb icon showing contextual suggestions 
  • Help Menu - Question mark icon for support resources 
  • Profile Menu - User account and logout options 

Main Navigation Menu 

Accessing the Navigation Menu 

Click the hamburger menu icon (☰) in the top-left corner to open the main navigation drawer: 

  • Organized Sections - Features grouped by category 
  • Icon Indicators - Visual icons for each feature 
  • License Status - Locked features show when modules aren't licensed 
  • Active Tab Highlighting - Current tab is visually emphasized 

Feature Categories and Organization 

The navigation menu organizes features into logical groups: 

Records Section: 

  • Contracts - Search and manage contract records 
  • Companies - Find and view company information 
  • Solicitations - Access solicitation records (requires license) 
  • Purchase Orders - Manage purchase orders (requires license) 
  • Requests - Handle request records 
  • Employees - Search employee directory 

Clauses Section

  • Clause Library - Access standardized clause database 
  • Swap Clauses - AI-powered clause replacement
  • Found Clauses - AI document analysis results

VISDOM Tools✨ Section:  

  • Sentiment - Document sentiment analysis (Visdom+ license required) 
  • High Risk Findings - Risk detection and analysis (Visdom+ license required)  
  • Multi-Document Analysis - Compare multiple documents

Document Tools Section:  

  • Linked Record - Manage document-record connections 
  • Term Explorer - Analyze document terminology
  • Document History - Track document activities  

Document Hints System 

Contextual Document Suggestions 

The lightbulb icon (💡) provides contextual hints based on your document content: 

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How Document Hints Work:

  • Content Analysis - System analyzes document text in real-time 
  • Pattern Recognition - Identifies opportunities for improvement 
  • Contextual Suggestions - Provides relevant recommendations 
  • Visual Indicator - Orange dot appears when hints are available 

Accessing and Managing Hints 

Manual Hint Check: 

  • Click the lightbulb icon to manually check for hints 
  • System analyzes current document content 
  • Returns suggestions based on detected patterns

Help and Support Menu 

The question mark icon (❓) provides access to help resources and support: 

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Wiki Documentation: 

  • Links to this page 

About Information: 

  • Version Details - Current add-in version number 
  • System Information - Office application and environment details 
  • Diagnostic Data - Useful for troubleshooting issues 

Clear Cache Function: 

  • Reset User Preferences - Clear all saved settings and preferences 
  • Confirmation Dialog - Prevents accidental clearing 
  • Complete Reset - Returns interface to default state 
  • Performance Tool - Can resolve interface issues

Profile and User Management

Profile Menu Access 

The person icon (👤) provides user account information and logout options: 

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Profile Menu Options: 

  • User Name Display - Shows your display name from Contract Insight 
  • Employee Details - Link to your employee record 
  • Log Out - Securely sign out of the add-in

User Account Features 

Employee Details: 

  • Direct Link - Opens your employee record in Contract Insight 
  • New Window - Opens in separate browser tab 

Logout Process: 

  • Secure Logout - Properly clears authentication tokens 
  • Data Protection - Removes local session data 
  • Return to Login - Redirects to login screen 
  • Session Management - Ensures proper security protocols

Troubleshooting Navigation Issues 

Common Navigation Problems:

  • Missing Features - Check license requirements and Office application 
  • Notifications Not Updating - Ensure stable internet connection 
  • Menu Not Loading - Try clearing cache or refreshing add-in 
  • Features Grayed Out - Verify module licensing and permissions 

Resolution Steps: 

  • Check Application - Ensure you're in the correct Office app 
  • Verify Licensing - Contact administrator about missing modules 
  • Clear Cache - Use help menu clear cache option 
  • Refresh Add-in - Close and reopen task pane if needed

3. Records Management and Views  

Records Management Overview 

The CobbleStone add-in provides comprehensive record management capabilities across all major Contract Insight data types. Each record type tab displays an interactive grid with advanced filtering, view selection, and action buttons for creating, updating, and managing records. 

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Main Components:

  • View Selector - Choose from predefined views with smart filtering 
  • Search and Filter - Real-time search across all visible columns 
  • Records Grid - Interactive table with sorting and column management 
  • Action Buttons - Create, update, and perform record-specific actions 
  • Record Count Display - Shows total and filtered record counts

Available Record Types 

The add-in supports all major Contract Insight data types: 

Core Record Types: 

  • 📄 Contracts - Contract agreements and documents 
  • 🏢 Companies - Vendors, customers, and business partners 
  • 📧 Solicitations - Bids, RFPs, and procurement opportunities (requires license) 
  • 📋 Requests - Contract requests and approval workflows 
  • 🧾 Purchase Orders - Purchase order management (requires license) 
  • 👥 Employees - Employee directory and contact information

View Selector and Smart Views 

Understanding Views 

Views are pre-configured filters that show specific subsets of records based on business logic: 

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View Categories: 

  • 📂 Ungrouped - Basic "All Records" views 
  • 👤 Personal - User-specific filtered views

Default View Selection 

Each record type can have a default view that loads automatically: 

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Setting Default Views: 

  • View Dropdown - Select your preferred view 
  • Star Icon - Click to set as default (appears when view is selected) 
  • Visual Confirmation - Filled star indicates current default 
  • Persistent Settings - Defaults remembered across sessions 

View Types 

Ungrouped Views: 

  • All [Record Type] - Every record in the system without filtering

Personal Views: 

  • Primary Assignee - Records where you're the primary contact 
  • Created by Me - Records you created 
  • Last Updated by Me - Records you recently modified

Records Grid Interface 

Grid Features 

The records grid provides a powerful interface for viewing and managing data: 

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Grid Capabilities: 

  • Column Sorting - Click headers to sort by any field 
  • Column Filtering - Filter individual columns 
  • Column Resizing - Drag column borders to adjust widths 
  • Row Selection - Click rows to select records for actions 
  • Quick Search - Global search across all visible columns 

Filter Controls 

Global Filter: 

  • Real-time Search - Results filter as you type 
  • Multi-column Search - Searches across all visible columns 
  • Clear Button - X icon to clear search quickly 
  • Case Insensitive - Finds matches regardless of capitalization

Action Buttons and Record Operations 

Standard Action Buttons 

Every record type includes standardized action buttons for common operations: 

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Universal Actions: 

  • Create [Record Type] - Add new records 
  • Update [Record Type] - Modify selected records 
  • View Details - Open detailed record view 
  • Open in Contract Insight - Launch record in main application

Application-Specific Actions 

  • 📎 Upload & Link Document - Link current document to record 
  • 📄 Insert Record Link - Add clickable record link to document 
  • 📤 Upload Document Only - Upload without linking 
  • 🔗 Link Document Only - Link without uploading

Permission-Based Access Control 

All actions respect Contract Insight security permissions:

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Permission Validation: 

  • Create - Must have "Add" rights for record type 
  • Update - Must have "Edit" rights for specific record 
  • View - Must have "View" rights for record details 
  • Upload - Must have "Edit" rights to attach files

Data Loading and Performance 

Progressive Loading 

Loading Process: 

  • Total Count First - Shows total records immediately 
  • Progressive Display - Records appear as they load 
  • Progress Indicator - Shows loading status and count 
  • Background Processing - Grid remains responsive during loading

Record Count Display

Count Examples: 

  • "Total Contracts: 1,250" - All records loaded 
  • "Showing 75 of 1,250 Contracts" - Filtered results 
  • "Loading Contracts..." - During data retrieval 
  • "No Contracts Found" - When filters return no results

Section 4: Viewing Individual Records 

Record Detail View Overview 

When you select a record from any grid or search result, the CobbleStone® add-in provides a comprehensive detail view that displays all record information in an organized, easy-to-read format. This view adapts based on the record type and your permissions. 

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Main Components: 

  • Record Header - Title, ID, and key identifying information 
  • Information Sections - Organized display of all record fields 
  • Edit Mode Toggle - Switch between view and edit modes 
  • Navigation Options - Return to previous view or close detail

Record Information Display 

Adaptive Display by Record Type 

The detail view automatically adjusts to show relevant information for each record type: 

Contract Records: 

  • Contract Title and unique ID 
  • Contract Type and Status 
  • Vendor/Customer information 
  • Key dates (start, end, renewal) 
  • Contract amount and terms 

Company Records: 

  • Company name and account number 
  • Company type (Vendor/Customer) 
  • Contact information and address 
  • Trade names and DUNS number 

Solicitation Records: 

  • Solicitation name and type 
  • Buying company and status 
  • Important dates (open, close, questions due) 
  • Amount and description 

Purchase Order Records: 

  • PO ID and confirmation number 
  • Vendor information and status 
  • Total amount and payment terms 
  • Ship-to information 

Request Records: 

  • Request title and type 
  • Contact information and vendor 
  • Amount and account number 
  • Important status dates 

Employee Records: 

  • Employee name and title 
  • Department and email 
  • License type and status

View and Edit Modes 

View Mode (Default) 

The default view mode provides read-only access to record information: 

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View Mode Features

  • Read-only Display - All field information visible but not editable 
  • Clean Layout - Organized sections for easy information scanning 
  • Edit Button - Switch to edit mode (when permissions allow) 
  • Navigation Controls - Return to previous view or close

Edit Mode 

When you have edit permissions, you can switch to edit mode: 

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Edit Mode Features

  • Editable Fields - Form controls for modifying record data 
  • Save/Cancel Buttons - Commit or discard changes 
  • Field Validation - Real-time validation of data entry 
  • Permission-Based Access - Only fields you can modify are enabled 

Switching Between Modes: 

  • Edit Button - Click to enter edit mode (appears when you have edit permissions) 
  • Save Button - Commits changes and returns to view mode 
  • Cancel Button - Discards changes and returns to view mode 

Available Actions 

Standard Record Actions 

Edit Record: 

  • Available when you have edit permissions for the record 
  • Switch to edit mode to modify field values 
  • Changes are immediately synchronized to Contract Insight 

View in Contract Insight: 

  • Opens the complete record in the Contract Insight web application 
  • Launches in a new browser window/tab 
  • Provides access to full record functionality

Permission-Based Access Control 

Permission Levels 

The interface adapts based on your Contract Insight permissions: 

View Permission: 

  • See record details and information 
  • Access read-only data 
  • Navigate between records 

Edit Permission: 

  • Modify record information 
  • Update field values 
  • Save changes to database 

No Permission: 

  • Shows "Permission Denied" message 
  • Limited functionality available 
  • Contact administrator for access

Permission Denied Display 

When you don't have access to view a record: 

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Access Denied Interface: 

  • Shield Icon - Visual indicator of restricted access 
  • Clear Message - "Access to this record is restricted" 
  • Dialog Explanation - Details about the permission requirement 
  • Navigation Options - Return to previous location

Navigation and Context 

Record Context 

The detail view maintains context about how you accessed the record: 

Navigation Context

  • From Grid - Back button returns to the record grid 
  • From Search - Close button returns to search results 
  • From Global Search - Returns to appropriate record type tab 

Troubleshooting Record Views 

Common Issues 

Record Not Loading: 

Possible Causes: 

  • Insufficient permissions for the record 
  • Record deleted or archived 
  • Network connectivity issues 
  • Database connection problems 

Solutions: 

  • Verify you have view permissions 
  • Check if record still exists 
  • Refresh the add-in 
  • Contact administrator if persistent 

Missing Information: 

Possible Causes: 

  • Field-level security restrictions 
  • Data not populated in source system 
  • Display configuration issues 

Solutions: 

  • Check field permissions with administrator 
  • Verify data exists in Contract Insight web app 
  • Try refreshing the record view 

Actions Not Available: 

Possible Causes: 

  • Insufficient permissions for actions 
  • Missing module licenses 
  • Record in wrong status for action 

Solutions: 

  • Contact administrator about permissions 
  • Verify module licensing 
  • Check record status requirements

Section 5: Document Linking and Management Picture 1, Picture 

What is Record Linking? 

Record linking connects your Word document to a specific record in your Contract Insight database. This connection enables advanced features like AI analysis, document management, automated workflows, and version control. 

Benefits of Linking: 

  • AI Analysis Features - Access to Found Clauses, Sentiment Analysis, High Risk Findings 
  • Workflow Integration - IntelliSign and IntelliApprove directly from Word 
  • Version Management - Track document changes and history 
  • Context Awareness - System understands document's business context

The Linking Process 

When You First Open a Document 

The add-in automatically checks if your document is already linked to a record. You'll see one of two scenarios: 

Scenario A: No Linked Record Found

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Shows "No linked record" message 

Displays options to link to existing record or create new 

AI features are limited until linking is established 

Scenario B: Existing Link Found

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  • Shows connected record information 
  • All features immediately available 
  • Displays record details and available actions 

How to Link to an Existing Record

Step 1: Search for Your Record

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Search Options: 

  • Record name or title 
  • Record ID number 
  • Client/vendor name 
  • Contract type or status 

Step 2: Select Record Type (Optional) 

Record Type Filtering: 

  • Use dropdown to filter by record type 
  • Choose from: Contracts, Companies, Solicitations, etc. 
  • Narrows search results for faster finding

Step 3: Choose Your Record 

Selection Process: 

  • Browse through search results 
  • Review record details to confirm correct match 
  • Click on the record you want to link

Step 4: Confirm the Link 

Link Confirmation: 

  • Click "Link" button next to your desired record 
  • System saves the connection to your document 
  • Record details appear in the Linked Record tab 
  • AI analysis features become available

Create a New Linked Record 

If you're working with a brand new record: 

 
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Step 1: Select Record Type 

  • Choose from "Create a new linked record" dropdown 
  • Select appropriate record type (Contract, Company, etc.) 

Step 2: Click Create 

  • Click "Create New Linked [Record Type]" 
  • Fill out the required information 
  • The new record will be automatically linked to your document

What Happens After Linking 

Once linked, you'll have access to Enhanced Features: 

  • Record editing and updates  
  • AI document analysis features 
  • Document version management 

Working with Linked Records 

Your Linked Record Dashboard 

Once you've linked a record, the interface transforms into a comprehensive management dashboard: 

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Main Features

  • Record Details - Key information display with edit capabilities 
  • Workflow Buttons - IntelliSign and IntelliApprove actions 
  • Link Management - Remove or change connections 
  • Permission Controls - Access-based feature availability

Record Information Display in Linked Mode 

The linked record view shows the same information as the standard record view, but with additional workflow capabilities: 

Enhanced Display Features: 

  • All Standard Fields - Same record information as view mode 
  • Document Context - System knows this record relates to current document 
  • Real-time Updates - Changes sync immediately to Contract Insight 

Managing Your Link

Link Management Options

Remove Link:

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  • Click "Remove Link" button to disconnect 
  • This won't delete the record, just removes the connection 
  • You can re-link to the same or different record later

Change Link: 

Process: 

  1. Remove current link first 
  2. Follow the linking process to connect to different record 
  3. Connect to a different record of any supported type 
  4. All workflow actions transfer to new linked record 

Link Persistence

How Links Are Saved: 

  • Links are saved with your document 
  • Opening the document later automatically restores the connection 
  • Links persist across document sessions 
  • Document can be shared with link intact (permissions permitting)

Activity Logging 

The system automatically logs your document activities for view on the Document History Tab: 

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Tracked Activities

  • Link Changes - When records are linked/unlinked 
  • Document Updates - When linked documents are modified

Permission-Based Features for Linked Records 

Access Control 

The interface adapts based on your Contract Insight permissions for the linked record: 

View Permission: 

  • See record details and linked information 
  • Use IntelliSign/IntelliApprove (if licensed) 
  • Access read-only data 

Edit Permission: 

  • Modify record information 
  • Update field values 
  • Save changes to database 

No Permission: 

  • Shows "Permission Denied" message 
  • Limited functionality available 
  • Contact administrator for access 

Troubleshooting Linked Records 

Common Issues 

"Permission Denied" Messages: 

Solutions: 

  • Contact administrator to request access to specific record types 
  • Verify you have rights to the individual record 
  • Check if your user group has required permissions for that entity type

Missing Action Buttons: 

Possible Causes: 

  • IntelliSign/IntelliApprove not visible: Module license may not be available 
  • Buttons disabled: Check record permissions or document state 
  • Gray/locked buttons: Contact administrator about module licensing

Record Not Loading: 

Solutions: 

  • Ensure you have view permissions for that record type 
  • Check your network connection to Contract Insight 
  • Verify the record still exists in the database

Link Not Saving: 

Solutions: 

  • Ensure you have appropriate permissions on the record 
  • Check your network connection 
  • Try unlinking and re-linking the document 
  • Verify the record type is supported for linking

6. Creating New Records  

Multi-Step Record Creation Process 

Creating new records in Contract Insight follows a streamlined 3-step process that adapts based on the record type you're creating: 

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The 3 Steps: 

  • Type Selection - Choose specific record subtype (where applicable) 
  • Details - Fill in record information 
  • Attachments - Add files and link documents

Starting the Creation Process 

From Any Tab Interface 

  1. Navigate to the appropriate tab (Contracts, Companies, etc.) 
  2. Click the "Create New [Record Type]" button 
  3. The creation wizard opens 

From Linking Context 

When linking a document to a new record: 

  1. Select "Create a new linked record" from the dropdown 
  2. Choose the record type you want to create 
  3. Follow the same 3-step process

Step 1: Record Type Selection 

For Contracts, Companies, Requests, and Solicitations 

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Features: 

  • Dropdown Menu - Lists all available subtypes
  • Type Descriptions - Explains each contract/solicitation type 
  • Required Selection - Must choose before proceeding

Examples: 

  • Contracts: Service Agreement, Purchase Agreement, NDA, etc. 
  • Solicitations: RFP, RFQ, ITB, etc.

For Other Record Types

Purchase Orders skip this step and go directly to details, Employee creation is disabled via add-in. 

Step 2: Record Details 

Form Interface

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Key Features: 

  • Required Fields - Marked with red asterisk (*) 
  • Field Visibility Toggle - Show/hide optional fields 
  • Smart Dropdowns - Auto-populate from Contract Insight 
  • Validation - Real-time error checking 

Smart Features 

Field Visibility Control:

  • Click the eye icon to toggle between required-only and all fields 
  • Helps focus on essential information first 
  • Can expand to see all available options 

Dynamic Dropdowns: 

  • Options load from your Contract Insight database 
  • Filtered based on your permissions 
  • Updated in real-time as you type 

Validation: 

  • Required fields highlighted in red if empty 
  • Format validation for dates, numbers, emails 
  • Cannot proceed until all required fields are completed 

Step 3: Attachments 

Document and File Management 

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Options Available: 

  • Document Copy Include current document 
  • File Uploads - Browse and select files 
  • Link to Record - Connect document to new record 


Document Linking Options 

Include Document Copy: 

  • ✅ Checked: Uploads current Word document to Contract Insight 
  • ❌ Unchecked: Document stays separate 

Link to Record: 

  • ✅ Checked: Creates permanent link between document and record 
  • ❌ Unchecked: Just uploads without linking 

Common Combinations: 

  • ✅ Include Copy + ✅ Link = Upload document AND create permanent link 
  • ✅ Include Copy + ❌ Link = Upload document but don't link 
  • ❌ Include Copy + ✅ Link = Link document without uploading copy 
  • ❌ Include Copy + ❌ Link = No document interaction 

File Upload Field 

  1. Click "Browse Files" button 
  2. Select multiple files from your computer 
  3. File List shows selected files with sizes 
  4. Remove Button to deselect files

Completion and Results 

Success Confirmation

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What You'll See: 

  • Record Created - Confirmation with new record ID 
  • Attachment Status - Upload results for files 
  • Link Status - Document linking confirmation 
  • Action Options - What to do next

Available Actions After Creation 

View Record: 

  • Click "View Record" to see the new record details 
  • Switch to detail view with full record information 
  • Begin editing or updating immediately 

Done: 

  • Return to the main interface 
  • Record is saved and available in Contract Insight 
  • Can be found through search or record lists 

Linked Document Benefits: If you linked the document to the new record: 

  • Document automatically opens with record context 
  • All add-in features become available 
  • Record details populate in the interface 

Error Handling and Troubleshooting 

Common Creation Issues 

"Required Fields Missing": 

  • Check for red asterisk (*) fields 
  • Ensure all required dropdowns have selections 
  • Verify date formats are correct 

"Upload Failed": 

  • Check file sizes (typically 10MB limit per file) 
  • Verify file types are supported 
  • Ensure stable internet connection 

"Permission Denied": 

  • Contact administrator for record creation rights 
  • Verify you have access to the specific record type 
  • Check if licensing is required for certain modules 

"Type Selection Required": 

  • For contracts/solicitations, must select subtype 
  • Choose appropriate type before proceeding 
  • Contact administrator if needed types are missing

7. Editing and Managing Records  

Edit Mode Overview 

Editing existing records follows a 2-step process that provides comprehensive update capabilities while maintaining data integrity: 

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The 2 Steps: 

  1. Details - Modify record information 
  2. Attachments - Add files and manage documents

Entering Edit Mode 

Permission Check Process 

  1. Click the "Edit" button on any record 
  2. System automatically checks your permissions for that specific record 
  3. If authorized, edit mode activates 
  4. If denied, shows permission dialog with contact information

What Changes in Edit Mode

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Interface Updates

  • Form Fields become editable 
  • Save/Cancel Buttons appear 
  • Field Visibility Toggle shows required vs. all fields 
  • Attachments Tab becomes available (if permissions allow)


Step 1: Editing Record Details

Smart Form Features 

Field Visibility Control: 

Eye Icon Toggle: 

  • 👁️ Open Eye: Shows all available fields 
  • 👁️ Closed Eye: Shows only required fields (marked with *) 
  • Purpose: Focus on essential vs. comprehensive data entry 

Change Tracking: 

  • System automatically tracks which fields you modify 
  • Only changed fields are sent to the database 
  • Red asterisk (*) indicates required fields that cannot be empty 
  • Real-time validation prevents saving incomplete data 

Dynamic Dropdowns: 

  • Options populate from your Contract Insight database 
  • Type-ahead search available in dropdown fields 
  • Multi-select capabilities where applicable 
  • New options load when you click in dropdown fields 

Field Types and Validation 

Text Fields: 

  • Character limits enforced automatically 
  • Rich text areas for descriptions and notes 
  • Auto-formatting for phone numbers, ZIP codes 

Dropdown Selections: 

  • Single and multi-select options 
  • Filtered based on record type and your permissions 
  • Clear Selection option available 

Date Fields: 

  • Date picker with calendar interface 
  • Validation prevents impossible dates 
  • Automatic format conversion 

Numeric Fields: 

  • Currency formatting where applicable 
  • Decimal precision validation 
  • Range checking for valid values 

Save Validation Process 

Before allowing saves, the system checks: 

  • Required Fields: All mandatory fields must have values 
  • Data Format: Dates, numbers, emails properly formatted 
  • Business Rules: Validates against Contract Insight rules 
  • Permission Check: Confirms you can modify this record

Step 2: Attachments Management 

Document Operations

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Available Options: 

  • Include Document Copy - Upload current Word document 
  • Link to Record - Create permanent document-record connection 
  • Both Options - Upload AND link for full integration

Checkbox Combinations: 

  • ✅ Include Copy + ✅ Link = Upload document AND create permanent link 
  • ✅ Include Copy + ❌ Link = Upload document but don't link 
  • ❌ Include Copy + ✅ Link = Link document without uploading copy 
  • ❌ Include Copy + ❌ Link = No document operations

File Upload Field  

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Available in all versions: 

  • "Browse Files" button opens file selector 
  • Multiple File Selection supported 
  • File Preview shows selected files 
  • Remove Files before uploading 

Existing Attachments Display 

Below the upload options, you'll see: 

  • Current Attachments already uploaded to this record 
  • Download Links to access existing files 
  • File Type Icons for easy identification 

Save Process 

  1. Validation Check: Ensures all requirements met 
  2. Record Update: Sends only changed fields to database 
  3. File Processing: Uploads selected attachments 
  4. Document Operations: Handles Word document linking/uploading 
  5. Confirmation: Shows success status with details 

Advanced Features 

Bulk Operations 

  • Select Multiple Attachments: Choose several files at once 
  • Clear All Selections: Reset attachment choices 
  • Progress Tracking: Monitor multiple file uploads 

Document Linking Benefits 

When you link a Word document to a record: 

  • Permanent Association: Document "remembers" the record 
  • Auto-Population: Record details appear when document opens 
  • Feature Access: Enables IntelliSign, IntelliApprove, and AI features 

Permission-Based Features 

View-Only Mode: 

  • Can see all record details 
  • Cannot modify any information 
  • Attachments are read-only 

Edit Mode: 

  • Complete access to all editable fields 
  • Full attachment management capabilities 
  • Access to advanced features like linking 

Error Handling and Troubleshooting 

Common Edit Issues 

"Permission Denied" on Edit: 

  • Contact administrator for record-specific permissions 
  • Check if record is locked by another user 
  • Verify your user group has edit rights for this record type 

"Required Fields Missing": 

  • Look for red asterisk (*) indicators 
  • Use eye icon to show all fields 
  • Ensure dropdowns have valid selections 

"Save Failed" Errors: 

  • Check internet connection 
  • Verify all required fields are completed 
  • Try refreshing the record and editing again 

File Upload Problems: 

  • Check file size limits (typically 10MB per file) 
  • Verify file types are supported 
  • Ensure stable network connection 

Recovery Options 

Unsaved Changes: 

  • Cancel button discards all modifications 
  • Back button allows review before discarding 
  • Changes are lost if you navigate away without saving 

Network Issues: 

  • Retry failed uploads automatically 
  • Refresh button reloads current record data 
  • Save attempts continue until successful 

Permission Changes: 

  • If permissions change during editing, system will notify 
  • Save may be disabled if rights are revoked 
  • Read-only mode may activate automatically 

8. Searching and Finding Records  

Accessing the Search Function 

The search feature is accessed through the main interface header: 

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How to Access: 

  1. Search Icon in the header bar (magnifying glass) 
  2. Click to open the search interface
  3. Mini search results appear directly in the header area

Header Search Interface 

Search Input Components 

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Key Elements: 

  • Search Input Field - Enter your search terms 
  • Search/Clear Button - Execute search or clear results 
  • All record areas - Search across all record types 

License-Based Filtering: 

  • Options appear based on your Contract Insight licensing 
  • Missing modules won't show in the dropdown 
  • Contact administrator if expected types are missing 

Search Input Field 

Features: 

  • Placeholder Text - Shows what you're searching (e.g., "Search Contracts...") 
  • Real-time Input - No need to press Enter, just type 
  • Minimum Length - Requires at least 2 characters 
  • Search Button - Click to execute search 
  • Clear Button - Appears after search to reset results 

Mini Search Results 

Compact Display Format 

When you search from the header, results appear in a compact, space-efficient format: 

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Display Features: 

  • Scrollable List - Handles multiple results efficiently 
  • Record Names - Primary display text 
  • Record Details - ID and type shown below name 
  • Click to Select - Entire row is clickable 

Result Information Layout

For "All Record Areas" Searches: 

Contract Management Agreement 

#12345 (Contract) 

Visual Indicators 

  • Normal Row - White/light background 
  • Selected Row - Highlighted background color 
  • Hover Effect - Subtle background change on mouse-over

Information Hierarchy: 

  • Record Name - Large, bold text 
  • Record ID - Smaller text with # prefix 
  • Record Type - Italic text in parentheses (for multi-type searches) 

Search Behavior and Features 

Search Button: 

  • Search Icon - Executes search when clicked 
  • Clear Icon - Appears after search to reset results 
  • Button State - Changes based on whether you've searched 

Search Logic 

What Gets Searched: 

  • Record Names/Titles - Primary search field 
  • Record IDs - Exact ID number matching 
  • Partial Matching - Finds records containing your search terms 

Search Examples: 

  • "12345" → Finds records with ID 12345 
  • "Contract" → Finds all records with "Contract" in the name 
  • "CobbleStone" → Finds records containing "CobbleStone" 
  • "Serv" → Finds "Service Agreement", "Server Contract", etc. 

Benefits: 

  • Find related records across different types 
  • Discover connections (vendors with contracts) 
  • Single search across your entire database 

Using Search Results 

Record Selection 

Click to Select: 

  • Click anywhere in a result row to select it 
  • Selected record gets highlighted background 
  • Selection enables actions in the interface 

What Happens After Selection: 

  • Detail View - Record information populates the interface 
  • Edit Access - Can modify record details (with permissions) 

Search Performance and Limits 

Result Limitations 

Per-Type Limits: 

  • All Areas Search - Up to 10 results per record type 
  • Total Display - Limited to prevent interface slowdown 

Performance Optimization: 

  • Search results load quickly for common queries 
  • Complex searches may take slightly longer 
  • Network connection affects search speed 

Search Requirements 

Minimum Input: 

  • 2 Characters - Must enter at least 2 characters 
  • Valid Characters - Letters, numbers, spaces, common punctuation 
  • Trim Whitespace - Leading/trailing spaces ignored 

Troubleshooting Header Search 

"No Results Found" 

Common Causes: 

  1. Spelling - Check search term spelling 
  2. Licensing - Module may not be available 

Solutions: 

  1. Try broader search terms 
  2. Check different record types in dropdown 
  3. Use partial words instead of complete phrases 

Search Not Working 

Troubleshooting Steps: 

  1. Check Connection - Ensure internet connectivity 
  2. Reload Interface - Refresh the add-in 
  3. Clear Search - Use clear button and try again 
  4. Contact Support - If problem persists 

Unexpected Results 

Why You Might See Unexpected Records: 

  • Partial Matching - Search finds substrings in record names 
  • ID Matching - Numbers might match record IDs 
  • Cross-Type Results - "All areas" search shows multiple types

Refining Your Search: 

  1. Use more specific terms 
  2. Include more context in search terms 
  3. Use exact record IDs when known 

Performance Issues 

If Search Is Slow: 

  1. Check Network - Slow internet affects search speed 
  2. Shorter Terms - Very long search terms may be slower 
  3. Contact IT - Server or network issues 


9. Using the Clause Library   

Clause Library Overview 

The Clause Library provides a comprehensive database of standardized contract clauses that can be searched, managed, and inserted into your documents. This feature helps ensure consistency and completeness in your contract language. 

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Main Components: 

  • Clause Grid - Searchable list of available clauses 
  • Action Buttons - Tools for inserting and managing clauses 
  • Favorites System - Star/pin frequently used clauses 
  • Permission-Based Features - Create and edit capabilities

Browsing and Searching Clauses 

Clause Grid Display 

The main interface shows all available clauses in a searchable grid format: 

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Grid Features: 

  • Clause Names - Descriptive titles for each clause 
  • Search/Filter Capabilities - Find specific clauses quickly 
  • Scrollable List - Handles large clause libraries efficiently 

Finding Specific Clauses 

Search Methods: 

  • By Name: Search clause titles and descriptions 
  • By Keywords: Find clauses containing specific terms 
  • Favorites First: View your starred clauses at the top 

Selection Process: 

  1. Click on any clause in the grid to select it 
  2. Selected clause displays over the grid 
  3. Clause text becomes available for preview and insertion 
  4. Action buttons become enabled for the selected clause

Favorites System

Starring Frequently Used Clauses

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Star Button Functionality: 

  • Empty Star ⭐ - Click to add clause to favorites 
  • Filled Star ★ - Clause is favorited, click to remove 
  • Disabled State - No clause selected 
  • Persistent Storage - Favorites remembered across sessions

Managing Your Favorites 

Adding to Favorites: 

  • Select a clause from the grid 
  • Click the Star button in the action area 
  • Star fills in to indicate favorite status 
  • Clause will appear prominently in future searches 

Removing from Favorites: 

  • Select a favorited clause (shows filled star) 
  • Click the Star button to remove from favorites 
  • Star becomes empty outline 
  • Clause returns to normal grid position 

Benefits of Favorites: 

  • Quick Access - Find your most-used clauses faster 
  • Consistency - Use the same proven language repeatedly 
  • Efficiency - Reduce time searching for common clauses

Inserting Clauses into Documents 

Basic Clause Insertion

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To Insert: 

  1. Select a clause from the grid 
  2. Click "Insert Clause Text" button 
  3. Clause text gets inserted at current cursor position 
  4. If Text is selected, clause overwrites it

Advanced Word-Only Features 

Replace Selected Text

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Replace Function: 

  1. Select text in your Word document that needs improvement 
  2. Choose replacement clause from the library 
  3. Click Replace button (swap icon) 
  4. Selected text gets replaced with the clause text 

Create Clauses from Document Text

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Creating New Clauses: 

  1. Select well-written text in your document 
  2. Click Extract button (document extract icon) 
  3. Create Clause dialog opens with selected text 
  4. Add to library for future use

Redline Comparison Feature

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Redline Process: 

  1. Select text in your document 
  2. Choose comparison clause from library 
  3. Click Redline button (strikethrough icon) 
  4. Redline comparison inserts at cursor showing differences 

Redline Display: 

  • Deleted Text - Strikethrough formatting 
  • Added Text - Underlined or highlighted 
  • Track Changes - Integrates with Word's revision system 
  • Visual Comparison - Clear before/after analysis 

Creating New Clauses

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Creation Process: 

  1. Click "Create Clause" button 
  2. Fill in clause details in the dialog: 
    1. Clause name/title 
    2. Clause category 
    3. Full clause text 
    4. Usage notes (optional) 
  3. Save to add to the library 

Permission Requirements: 

  • Requires "Manage Contract Clauses" security group 
  • Contact administrator if Create button is disabled 
  • Permission error dialog explains requirements 

Updating Existing Clauses

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Update Process: 

1. Select existing clause from grid 

2. Click "Update Clause" button 

3. Modify clause details in dialog 

4. Save changes to update library 

What Can Be Updated: 

  • Clause Text - Improve or correct language 
  • Clause Name - Better descriptive titles

Permission-Based Access 

View-Only Users: 

  • Can browse and search all clauses 
  • Can insert clauses into documents 
  • Can use favorites system 
  • Cannot create or modify clauses 

Manage Clauses Permission: 

  • All view-only capabilities 
  • Can create new clauses 
  • Can update existing clauses

Troubleshooting Clause Library Issues 

Common Problems 

"No Text Selected" Error: 

  • Cause: Trying to use replace or redline without selecting document text 
  • Solution: Select text in your document first, then use the feature 

"Permission Denied" for Create/Update: 

  • Cause: Don't have "Manage Contract Clauses" security group 
  • Solution: Contact administrator to request permission 

Clauses Not Loading: 

  • Cause: Network connectivity or server issues 
  • Solution: Check internet connection, refresh the add-in 

Insert Function Not Working: 

  • Cause: No clause selected or cursor not positioned in document 
  • Solution: Select a clause first and position cursor where you want text 

Performance Optimization 

For Large Clause Libraries: 

  • Use search instead of scrolling through all clauses 
  • Organize favorites for quick access to common clauses 
  • Clear browser cache if interface becomes slow 
  • Contact IT if persistent performance issues 

Data Synchronization 

Favorites Not Saving: 

  • Browser storage may be full or restricted 
  • Incognito/private browsing may not persist data 
  • Solution: Use regular browser windows and clear cache if needed 

Clause Updates Not Appearing: 

  • Cache issues may show old clause text 
  • Solution: Refresh the add-in or clear cache 
  • Network delays may require waiting and refreshing

10. Found Clauses - AI Document Analysis  

Found Clauses Overview 

The Found Clauses feature uses VISDOM AI to automatically analyze your document and identify important clauses, legal provisions, and contract terms. This powerful tool helps you understand what's in your document and manage clause-level content effectively. 

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Main Components: 

  • Analysis Status - Shows document analysis progress 
  • Taxonomy Selector - Choose analysis type (Common Clauses, custom taxonomies) 
  • View Mode Toggle - Switch between Active and Dismissed items 
  • Clause Results - Expandable list of found clauses 
  • Action Buttons - Add to library, training data, navigate to text

Getting Started with Document Analysis 

Automatic Analysis 

When you first open the Found Clauses tab: 

What Happens: 

  1. Document Scan - AI reads and analyzes your document text 
  2. Clause Detection - Identifies legal provisions and important terms 
  3. Categorization - Groups clauses by type and importance 
  4. Results Display - Shows found clauses in organized format 

Analysis Availability 

System Requirements: 

  • VISDOM Integration - Requires Contract Insight to be authenticated with VISDOM Services
  • Document Text - Document must contain readable text 
  • Network Connection - Stable internet for AI processing 

If Analysis Unavailable: 

  • Shows "Visdom document analysis is unavailable" message 
  • Refresh Button - Try to reconnect to analysis service 
  • Contact administrator if problem persists 

Taxonomy Selection 

Analysis Types Available 

The taxonomy dropdown controls what type of analysis is performed: 

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Options Include: 

  • Common Clauses - Standard contract provisions (default) 
  • Risk Analysis - High-risk terms and problematic language 
  • Compliance - Regulatory and legal compliance terms 
  • Custom Taxonomies - Organization-specific analysis categories 

Switching Analysis Types 

Common Clauses (Default): 

  • Automatically runs when tab opens 
  • Finds standard contract provisions 
  • Best for general document review 

Custom Taxonomies: 

  • Select from dropdown to change analysis focus 
  • Automatic Re-analysis - Changing taxonomy triggers new analysis 
  • Results replace previous analysis 

Understanding Clause Results 

Accordion Display Format 

Found clauses appear in an expandable accordion layout: 

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Each Clause Shows: 

  • Category Name - Type of clause found (e.g., "Liability Clause") 
  • Action Buttons - Navigate, dismiss, restore options 
  • Expandable Content - Full clause text and details 

Clause Information Details 

Header Information: 

  • Clause Category - VISDOM-determined clause type 
  • Navigation Button - Jump to clause location in document 
  • Dismiss Button - Remove clause from active list 

Expanded Content: 

  • Full Clause Text - Complete text of the identified clause 
  • Show More/Less - For long clauses, expand or collapse text 
  • Action Buttons - Add to library or training data 

Text Truncation and Expansion 

For lengthy clauses: 

Smart Text Display: 

  • First 200 characters shown by default 
  • "Show more" button reveals full text 
  • "Show less" button collapses back to summary 
  • Helps manage interface space while preserving access to complete content 

Navigation and Document Integration 

View in Document Feature 

Navigation Process: 

  1. Click navigation button (magnifying glass icon) on any clause 
  2. Document scrolls to the exact location of the clause 
  3. Text highlighting shows the specific clause content 
  4. Return to add-in to continue analysis 

Navigation Benefits: 

  • Precise Location - Jumps directly to clause text 
  • Context Understanding - See clause within document flow 
  • Quick Reference - Easy back-and-forth between analysis and document 
  • Verification - Confirm AI found the right content 

Clause Management System 

Active vs. Dismissed Views

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Toggle Button Functions: 

  • "Active Items" - Shows all currently relevant clauses 
  • "Dismissed Items" - Shows clauses you've dismissed 
  • Click to switch between views 

Dismissing Irrelevant Clauses 

Why Dismiss Clauses: 

  • Remove false positives from AI analysis 
  • Focus on truly relevant clauses 
  • Clean up the analysis results 
  • Customize results to your needs 

How to Dismiss: 

  1. Click dismiss button (X icon) on any clause 
  2. Clause disappears from active list 
  3. Stored persistently - Dismissals remembered for this document 
  4. Switch to "Dismissed Items" view to see dismissed clauses 

Restoring Dismissed Clauses 

From Dismissed Items View: 

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Restoration Process: 

  1. Switch to "Dismissed Items" view 
  2. Find the clause you want to restore 
  3. Click restore button (circular arrow icon) 
  4. Clause returns to active items list 

Dismissed Item Information: 

  • Shows dismissal date and time 
  • Maintains all original clause information 
  • Can be restored at any time 
  • Dismissals are document-specific 

Adding Clauses to Your Library 

Add to Clause Library 

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Process: 

  1. Expand clause in the accordion 
  2. Click "Add to Clause Library" button 
  3. Dialog opens with clause details pre-populated 
  4. Customize name, category, and text as needed 
  5. Save to add to your organization's clause library 

Library Benefits: 

  • Reuse good clauses found in documents 
  • Standardize language across contracts 
  • Share with team - Everyone can access added clauses 
  • Build repository of proven contract language 

Add to Training Data 

Training Data Purpose: 

  • Improve VISDOM accuracy for future analysis 
  • Customize recognition for your organization's language 
  • Enhance taxonomy performance over time 

Training Process: 

  1. Click "Add to Training Data" button 
  2. Select taxonomy this clause should train 
  3. Confirm clause categorization 
  4. Submit to improve AI learning 

Advanced Features 

Custom Taxonomy Analysis 

When Available: 

  • Admin-configured - Custom taxonomies set up by administrators 
  • Organization-specific - Tailored to your industry or needs 
  • Specialized Analysis - Focus on specific legal areas or risks 

Using Custom Taxonomies: 

  1. Select from dropdown - Choose your custom taxonomy 
  2. Automatic re-analysis - AI processes document with new focus 
  3. Different results - May find different types of clauses 
  4. Specialized categories - Clause types specific to your taxonomy 

Persistent State Management 

What Gets Remembered: 

  • Dismissed clauses - Per document, permanently stored 
  • Expanded states - Which clauses you've opened 
  • Analysis results - Cached for quick return to tab 
  • View preferences - Active vs. dismissed view selection 

Cross-Session Persistence: 

  • Dismissals survive - Document reopening preserves dismissals 
  • User-specific - Your dismissals don't affect other users 
  • Document-linked - Each document has separate dismissal history 

Troubleshooting Found Clauses 

No Clauses Found 

Possible Causes: 

  • Document too short - Insufficient text for analysis 
  • No relevant content - Document doesn't contain typical contract language 
  • Analysis still running - May need more time for complex documents 
  • Network issues - Connection problems with AI service 

Solutions: 

  1. Wait for completion - Complex documents take longer 
  2. Check document content - Ensure it contains contract-like text 
  3. Try different taxonomy - Different analysis types may find different content 
  4. Refresh analysis - Use refresh button to retry 

Incorrect Clause Identification 

When AI Gets It Wrong: 

  • False positives - Text identified as clauses that aren't 
  • Missed clauses - Important clauses not found 
  • Wrong categories - Clauses categorized incorrectly 

Correction Actions: 

  • Dismiss false positives - Remove incorrect identifications 
  • Add to training data - Help AI learn correct categorization 
  • Try different taxonomy - Different analysis focus may be more accurate 
  • Provide feedback - Use training features to improve future results 

Performance Issues 

Slow Analysis: 

  • Large documents - Take longer to process 
  • Network speed - Affects AI service communication 
  • Server load - Analysis service may be busy 

Optimization:

  • Stable internet - Ensure good connection 
  • Document size - Consider splitting very large documents 
  • Patience - Allow adequate time for thorough analysis 

Analysis Service Unavailable 

Error Messages: 

  • "VISDOM document analysis is unavailable" 
  • Connection timeout errors 
  • Analysis failing to start 

Recovery Steps: 

  1. Check internet connection 
  2. Try refresh button multiple times 
  3. Wait and retry - Service may be temporarily down 
  4. Contact administrator - May be configuration or licensing issue

11. Swap Clauses - Clause Replacement and Improvement

Swap Clauses Overview 

The Swap Clauses feature uses AI to analyze your document and identify clauses that could be improved by replacing them with standardized system clauses. This powerful tool helps upgrade contract language to current standards and ensures consistency across your organization. 

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Main Components: 

  • Tab Header - Shows count of clauses needing replacement 
  • Filter Controls - Match percentage sliders and view toggles 
  • Active/Dismissed Toggle - Switch between current and dismissed items 
  • Clause Accordion - Expandable list showing clause comparisons 
  • Action Buttons - Replace, redline, and comparison tools 

Understanding Swap Clause Analysis 

How Swap Clauses Works 

When you open the Swap Clauses tab: 

VISDOM Analysis Process: 

  1. Document Scan - VISDOM reads through your document text 
  2. Clause Identification - Finds existing clauses in your document 
  3. System Matching - Compares found clauses to standardized system clauses 
  4. Percentage Scoring - Calculates how closely they match (similarity score) 
  5. Replacement Suggestions - Recommends system clauses as improvements 

Match Percentage Scoring 

Understanding the Percentages: 

  • High Match (80-95%) - Very similar clauses, minor improvements possible 
  • Medium Match (50-79%) - Moderate differences, potential for enhancement 
  • Low Match (10-49%) - Significant differences, major improvements available 

Badge Colors: 

  • Blue (Informative) - 80%+ match, minor improvements 
  • Orange (Warning) - 50-79% match, moderate improvements 
  • Red (Danger) - Below 50% match, significant improvements needed 

Filtering and Display Controls 

Match Percentage Sliders

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Dual Slider System: 

  • Minimum Threshold - Left slider sets lowest match percentage to show 
  • Maximum Threshold - Right slider sets highest match percentage to show 
  • Dynamic Filtering - Results update as you move sliders 
  • Percentage Display - Shows current threshold values 

Common Filter Scenarios: 

  • 10%-95% (Default): Shows all suggested replacements 
  • 80%-95%: Focus on minor improvements only 
  • 10%-50%: Show only clauses needing major improvements 
  • 50%-80%: Medium-priority replacement opportunities 

View Mode Toggle 

Active Items vs. Dismissed Items: 

  • Active Items - Current swap clause suggestions 
  • Dismissed Items - Previously dismissed suggestions 
  • Toggle Button - Click to switch between views 
  • Item Counts - Shows how many items in each view 

Working with Clause Suggestions 

Accordion Display Format 

Each swap clause suggestion appears in an expandable accordion: 




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Header Information: 

  • Clause Type - Category of clause (e.g., "Liability Clause") 
  • Match Badge - Percentage score with color coding 
  • Navigate Button - Jump to clause location in document 
  • Dismiss Button - Remove from active suggestions 

Expanded Clause Comparison 

When you expand a clause suggestion: 

Content Display: 

  • System Clause - Recommended standardized language 
  • Found in Document - Current clause text from your document 
  • Show More/Less - For lengthy clauses, expand or collapse text 
  • Action Buttons - Tools for replacing or comparing clauses 

Text Truncation: 

  • Long clauses (over 200 characters) show truncated with "Show more" button 
  • Full text revealed when expanded 
  • Show less button collapses back to summary view

Clause Comparison and Analysis 

Show Differences Feature

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Redline Comparison Process: 

  1. Click "Show Differences" button 
  2. Popup dialog opens with side-by-side comparison 
  3. Redline formatting shows: 
    • Strikethrough text - Content being removed 
    • Underlined text - Content being added 
    • Color coding - Visual distinction between changes 

When to Use Show Differences: 

  • Before replacing - See exactly what will change 
  • Legal review - Understand impact of proposed changes 
  • Training purposes - Learn differences between old and new language 
  • Decision making - Determine if replacement is beneficial

Replacing Clauses

Replace in Document Process

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Replacement Steps: 

  1. Review comparison - Understand what will change 
  2. Click "Replace in Document" button 
  3. VISDOM locates clause - Finds exact text in your document 
  4. Text replacement - Substitutes system clause for original 
  5. Auto-dismiss - Suggestion removed from active list 

Clause Location Technology 

How the System Finds Clauses: 

Primary Method - Paragraph ID: 

  • Uses unique identifiers for precise location 
  • Most reliable method for exact placement 

Secondary Method - Paragraph Index: 

  • Uses paragraph position numbers 
  • Backup when IDs aren't available 

Fallback Method - Text Search: 

  • Searches for matching text content 
  • Handles cases where structure has changed 

Smart Search Features: 

  • Full text search - Looks for complete clause text first 
  • Chunk searching - If full text fails, searches key portions 
  • Fuzzy matching - Handles minor text variations 

Error Handling 

When Replacement Fails: 

Common Error Messages: 

  • "Could not find clause in document" - Text may have been modified 
  • "Error replacing clause" - Technical issue during replacement 
  • Connection or permission errors 

Recovery Options: 

  1. Manual replacement - Copy system clause text and replace manually 
  2. Use redline feature - Insert comparison and make changes manually 
  3. Refresh analysis - Re-run analysis if document has changed 
  4. Check document - Ensure clause hasn't been deleted or heavily modified 

Managing Suggestions 

Dismissing Irrelevant Suggestions

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When to Dismiss: 

  1. False positives - AI incorrectly identified clause for replacement 
  2. Intentional language - Your clause is purposely different 
  3. Not applicable - System clause doesn't fit your context 
  4. Already reviewed - Decided not to make changes 

Dismissal Process: 

  1. Click dismiss button (X icon) on clause header 
  2. Suggestion disappears from active list 
  3. Stored persistently - Dismissal remembered for this document 
  4. Switch to "Dismissed Items" to see dismissed suggestions 

Restoring Dismissed Suggestions 

From Dismissed Items View: 

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Restoration Process: 

  1. Switch to "Dismissed Items" view using toggle 
  2. Find dismissed suggestion you want to restore 
  3. Click restore button (circular arrow icon) 
  4. Suggestion returns to active items list 

Dismissed Item Information: 

  • Shows dismissal timestamp 
  • Maintains all original comparison data 
  • Can be restored at any time 
  • Dismissals are document-specific 

Advanced Features and Best Practices 

Strategic Use of Filters 

Quality-Focused Workflow

  1. Start with 80%-95% range - Quick wins, minor improvements 
  2. Review and replace high-confidence suggestions 
  3. Move to 50%-80% range - Medium-impact changes 
  4. Evaluate business value vs. effort for each change 
  5. End with 10%-50% range - Major improvements requiring careful review 

Risk-Based Filtering: 

High-Risk Documents: Focus on 80%-95% (safer changes) 

Standard Contracts: Use 50%-95% (balanced approach) 

Template Development: Review 10%-95% (comprehensive improvement) 

Integration with Document Workflow 

Before Making Changes: 

  • Legal review - Have counsel approve significant clause changes 
  • Business impact - Consider how changes affect contract terms 
  • Stakeholder approval - Get necessary approvals before replacement 
  • Version control - Save original version before making changes 

After Replacement: 

  • Document review - Read through replaced clauses in context 
  • Formatting check - Ensure consistent document appearance 
  • Cross-reference - Verify clause changes don't conflict with other provisions 
  • Final approval - Get necessary sign-offs on modified document 

Quality Assurance Process 

Recommended Review Workflow: 

  • Show Differences for each potential replacement 
  • Redline in Document for complex changes 
  • Legal review of proposed modifications 
  • Business review of impact on contract terms 
  • Replace in Document after approvals 
  • Final document review for consistency and accuracy 

Troubleshooting Swap Clauses 

No Suggestions Found 

Possible Causes: 

  • Document already optimized - Clauses are already using standard language 
  • Non-contract content - Document doesn't contain typical contract clauses 
  • Analysis still processing - Large documents take time 
  • Network issues - Connection problems with AI service 

Solutions: 

  • Check document content - Ensure it contains contract language 
  • Adjust filters - Try 10%-95% range to see all possibilities 
  • Refresh analysis - Use refresh button to retry 
  • Wait for completion - Allow time for thorough analysis 

Inaccurate Suggestions 

When AI Gets It Wrong: 

  • Inappropriate replacements - System clause doesn't fit context 
  • Over-aggressive matching - Low-quality suggestions 
  • Missing context - AI doesn't understand specific business needs 

Correction Actions: 

  • Dismiss inappropriate suggestions - Remove false positives 
  • Use higher thresholds - Focus on 70%+ matches for better quality 
  • Review in context - Always check how system clause fits document flow 
  • Legal review - Have counsel evaluate AI suggestions 

Replacement Failures 

Technical Issues: 

  • Text not found - Original clause may have been modified 
  • Permission errors - Document may be protected or read-only 
  • Network problems - Connection issues during replacement 

Resolution Steps: 

  1. Check document status - Ensure it's editable 
  2. Refresh document - Reload and try again 
  3. Manual replacement - Copy system clause and replace manually 
  4. Contact support - If technical issues persist 

Performance Optimization 

For Large Documents: 

  • Expect longer analysis - Complex documents take more time 
  • Stable connection - Ensure reliable internet during analysis 
  • Progressive replacement - Replace clauses in batches, not all at once 
  • Regular saves - Save document frequently during replacement process

12. Multi-Document Analysis 

Multi-Document Analysis Overview 

Multi-Document Analysis allows you to compare your current document with additional uploaded files to identify similarities and differences in clause content. This powerful feature helps ensure consistency across contracts and identify potential issues or improvements.

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Main Components: 

  • Tab Header - Information about the feature and instructions 
  • File Upload Section - Add additional documents for comparison 
  • Document Selection - Include/exclude uploaded files from analysis 
  • Clause Comparison Results - Accordion view showing clause differences 
  • Badge System - Visual indicators for clause status across documents 

Getting Started with Multi-Document Analysis 

Supported File Types 

The system supports two types of file uploads: 

Supported Formats: 

  • Plain Text Files (.txt) - Direct text extraction 
  • Word Documents (.docx) - Text extraction using advanced parsing 
  • Multiple Files - Upload several documents simultaneously 
  • File Size Limits - Check with administrator for size restrictions 

Initial Setup Process 

When you first open the Multi-Document Analysis tab: 

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Automatic Process: 

  1. Current Document Analysis - AI analyzes your open document for clauses 
  2. Ready State - Interface shows "No files uploaded yet" until you add documents 
  3. Upload Preparation - System ready to accept additional files for comparison 

Uploading Documents for Comparison 

File Upload Process

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Upload Steps: 

  1. Click "Choose Files" button 
  2. Select multiple files using file browser (.txt or .docx) 
  3. Analysis starts automatically - AI extracts text and identifies clauses 
  4. Progress indicator shows "Analyzing..." during processing 
  5. Checkbox list appears with uploaded documents 

Upload Analysis Results 

Each uploaded document shows: 

Document Information Display: 

  • File Name - Original filename of uploaded document 
  • Clause Count - Number of clauses found (e.g., "- (15 clauses)") 
  • Checkbox - Include/exclude from comparison 
  • Auto-Include - New uploads are included by default 

Analysis Process: 

  • Text Extraction - System reads document content 
  • VISDOM Clause Detection - Identifies legal provisions and important clauses 
  • Categorization - Groups clauses by type for comparison 
  • Error Handling - Unsupported files show appropriate messages 

Managing Document Selection 

Document Inclusion Controls

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Selection Features: 

  • Current Document - Always included when clauses are available 
  • Uploaded Documents - Individual checkboxes for each file 
  • Dynamic Updates - Comparison updates when selections change 
  • Minimum Requirement - Need at least 2 documents for comparison 

Document Status Indicators 

Checkbox States: 

  • ✅ Checked - Document included in comparison 
  • ❌ Unchecked - Document excluded from comparison 
  • Auto-checking - New uploads automatically included 

Document Information: 

  • Contract_Template.docx - (23 clauses) ✅ 
  • Vendor_Agreement.txt - (18 clauses) ✅ 
  • Service_Contract.docx - (0 clauses) ❌ 

Understanding Comparison Results 

Automatic Comparison Execution 

When Comparison Runs: 

  • File Upload - Automatically after new files are analyzed 
  • Selection Changes - When documents are included/excluded 
  • Current Document Updates - When current document analysis changes 
  • Real-time Updates - No manual "Compare" button needed 

Accordion Results Display 

Results appear in an expandable accordion format: 

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Accordion Structure: 

  • Header - Clause name and status badge 
  • Expandable Content - Detailed comparison of clause text across documents 
  • Color-coded Cards - Visual indicators for each document's clause status 
  • Similarity Scores - Percentage match between clause versions 

Badge System and Status Indicators 

Understanding Badge Colors 

Each clause category shows a colored badge indicating overall status: 

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Badge Colors: 

  • 🟢 Green (Success) - Clause present in all documents and matches exactly 
  • 🟡 Yellow (Warning) - Clause present but differences detected between versions 
  • 🔴 Red (Danger) - Clause missing from at least one document 

Badge Determination Logic

Green Badge Criteria

  • Clause exists in all selected documents 
  • Text content matches exactly (or 99%+ similarity) 
  • Consistent language across all documents 

Yellow Badge Criteria: 

  • Clause exists in all documents 
  • Text differences detected between versions 
  • Similarity score below 99% but above threshold 

Red Badge Criteria: 

  • Clause missing from one or more documents 
  • Indicates potential gaps in contract coverage

Detailed Clause Comparison 

Expandable Clause Details 

When you expand a clause in the accordion: 

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Information Displayed: 

  • Document Cards - One card per document showing clause content 
  • Color-coded Backgrounds - Visual indication of clause status 
  • Similarity Scores - Percentage match compared to reference document 
  • Diff Highlighting - Visual markup showing specific differences 

Document Card Colors 

Card Background Colors: 

  • Light Green (#f9fff9) - Clause matches reference perfectly 
  • Light Yellow (#fffbe6) - Clause present but differences detected 
  • Light Red (#fff9f9) - Clause missing from this document 

Text Comparison Features 

Diff Highlighting: 

  • Green Background - Text added in this version 
  • Red Background + Strikethrough - Text removed from reference 
  • Normal Text - Text that matches reference 
  • Similarity Percentage - Numeric score (e.g., "87% similar") 

Show More/Less Functionality 

For lengthy clauses: 

  • Truncation - First 200 characters shown by default 
  • "Show more" button - Reveals complete clause text 
  • "Show less" button - Collapses back to summary view 
  • Per-document control - Expand/collapse individual document cards 

Advanced Analysis Features 

Similarity Scoring Algorithm 

The system uses sophisticated algorithms to determine clause similarity: 

Jaccard Index Calculation: 

  • Text Normalization - Removes punctuation, standardizes spacing 
  • Word Tokenization - Breaks text into individual words 
  • Set Comparison - Calculates word overlap between clauses 
  • Percentage Score - Intersection ÷ Union of word sets 

Similarity Thresholds: 

  • 99-100% - Essentially identical (green status) 
  • 95-98% - Very similar with minor differences 
  • 80-94% - Similar with notable differences 
  • Below 80% - Significant differences (yellow warning) 

Reference Document Logic 

Reference Selection: 

  • First Document with Text - Used as comparison baseline 
  • Consistent Comparison - All other documents compared to reference 
  • Difference Highlighting - Shows changes relative to reference version 

Practical Use Cases 

Contract Template Validation 

Scenario: Ensure all contracts use consistent clause language 

Process: 

  1. Upload multiple contracts of the same type 
  2. Review yellow and red badges for inconsistencies 
  3. Identify clauses that need standardization 
  4. Update templates based on findings 


Vendor Agreement Comparison 

Scenario: Compare agreements with different vendors 

Process: 

  1. Upload agreements from multiple vendors 
  2. Identify missing clauses (red badges) 
  3. Review different terms (yellow badges) 
  4. Negotiate consistent terms across vendors 

Contract Evolution Tracking 

Scenario: Track how contract language has changed over time 

Process: 

  1. Upload different versions of the same contract 
  2. Review similarity scores to see extent of changes 
  3. Use diff highlighting to identify specific modifications 
  4. Ensure important clauses haven't been lost 

Error Handling and Limitations 

Unsupported File Types 

Error Messages: 

  • "[Unsupported file type: only .txt and .docx supported]" 
  • "[Failed to extract text from Word document]" 

Resolution: 

  1. Convert files to supported formats (.txt or .docx) 
  2. Save as plain text from original application 
  3. Check file corruption if extraction fails 

Analysis Failures 

When Analysis Fails: 

  • Network issues - Connection problems with AI service 
  • File corruption - Damaged or unreadable files 
  • Service unavailable - Visdom analysis service offline 

Recovery Options: 

  1. Retry upload - Try uploading files again 
  2. Check network - Ensure stable internet connection 
  3. Refresh analysis - Use refresh button on tab 
  4. Contact support - If persistent issues occur

No Clauses Found 

Possible Causes: 

  • Non-contract content - Document doesn't contain legal language 
  • Unsupported format - Text extraction failed 
  • Short documents - Insufficient text for clause detection 

Solutions: 

  1. Verify content - Ensure documents contain contract language 
  2. Check extraction - Verify text was properly extracted 
  3. Try different files - Use documents with clear legal provisions 

Performance Considerations 

Upload Optimization 

File Size Management: 

  • Smaller files process faster 
  • Multiple small files better than few large files 
  • Text files process faster than Word documents 

Batch Processing: 

  • Upload in batches if processing many files 
  • Monitor progress - Wait for analysis completion before adding more 
  • Network stability - Ensure consistent internet connection 

Comparison Efficiency 

Document Selection Strategy: 

  • Uncheck irrelevant files - Exclude documents that don't add value 
  • Focus on similar types - Compare like documents for better results 
  • Limit total documents - Too many may slow interface

13. Sentiment Analysis (Visdom+ Only) 

Sentiment Analysis Overview 

Sentiment Analysis is an advanced VISDOM AI feature that utilizes VISDOM+ to analyze your document to identify positive, neutral, and negative language patterns by party or contract section. This powerful tool helps you understand the emotional tone and potential negotiation stance reflected in contract language. 

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Main Components: 

  • Tab Header - Shows count of sentiment indicators found 
  • Filter Controls - Sentiment level and party selection dropdowns   
  • View Mode Toggle - Switch between Active and Dismissed items 
  • Accordion Results - Expandable cards showing sentiment findings 
  • Badge System - Color-coded sentiment indicators 

License Requirements 

Visdom+ License Required 

Sentiment Analysis is a premium feature that requires specific licensing: 

License Check: 

  • VISDOM+ Component - Must be licensed and available 
  • License Detection - System automatically checks availability 
  • Error Message - "Sentiment analysis requires VISDOM+ license" if not available 

If You Don't Have Access: 

  • Contact Administrator - Request VISDOM+ licensing 
  • Check License Status - Verify with Contract Insight administrator 
  • Alternative Features - Use Found Clauses or other analysis tools 

Understanding Sentiment Analysis 

What Gets Analyzed 

VISDOM+ examines your document for: 

Sentiment Indicators: 

  • Positive Language - Favorable terms, cooperative language, beneficial clauses 
  • Neutral Language - Standard contract provisions, balanced terms 
  • Negative Language - Restrictive terms, penalties, unfavorable conditions 

Party-Based Analysis: 

  • Specific Parties - Language favoring or disfavoring particular parties 
  • Contractual Relationships - How terms affect different parties 
  • Negotiation Positions - Strong vs. weak positioning in clauses 

Automatic Analysis Process 

When you open the Sentiment tab: 

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Processing Steps: 

  1. Document Scan - AI reads through all document text 
  2. Party Identification - Recognizes contract parties and roles 
  3. Language Analysis - Evaluates tone and sentiment of provisions 
  4. Categorization - Groups findings by sentiment type and party 
  5. Results Display - Shows findings in organized accordion format

Filter Controls and Navigation 

Sentiment Level Filtering

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Filter Options: 

  • All - Shows all sentiment indicators (default) 
  • Positive - Only favorable/beneficial language 
  • Neutral - Balanced or standard contract language   
  • Negative - Restrictive or unfavorable language 

Dynamic Filtering: 

  • Real-time Updates - Results filter immediately when selection changes 
  • Count Updates - Header shows count of visible items 
  • Combined Filters - Works with party filtering for precise results 

Party-Based Filtering 

Viewing Options: 

  • All - Shows sentiment for all parties (default) 
  • Specific Parties - Individual party names detected in document 
  • Dynamic List - Party options populate based on document analysis 

Party Detection: 

  • Automatic Recognition - AI identifies contract parties from document text 
  • Role-Based Analysis - Understands different party positions 
  • Multi-Party Support - Handles complex contracts with multiple parties 

Sentiment Results Display 

Badge System and Color Coding 

Each sentiment finding shows a colored badge indicating the type: 

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Badge Colors: 

  • 🟢 Green (Success) - Positive/Favorable sentiment 
  • 🔵 Blue (Informative) - Neutral sentiment   
  • 🔴 Red (Danger) - Negative/Unfavorable sentiment 

Accordion Card Format 

Results appear in expandable cards showing detailed information: 

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Card Header: 

  • Party Name - Which party the sentiment relates to 
  • Navigation Button - Jump to location in document 
  • Dismiss Button - Remove from active results 

Expanded Content: 

  • Sentiment Badge - Color-coded sentiment indicator 
  • Reasoning Section - AI explanation of why this sentiment was identified 
  • Clause Text - Full text of the clause containing the sentiment 

Text Display Features 

Smart Text Truncation: 

  • First 200 characters shown by default for long clauses 
  • "Show more" button reveals complete clause text 
  • "Show less" button collapses back to summary 
  • Per-card control - Expand/collapse individual findings 

Understanding Sentiment Findings 

Reasoning Analysis 

Each sentiment finding includes AI reasoning explaining the classification: 

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Reasoning Examples: 

  • Positive: "This clause provides favorable termination rights to the customer with minimal restrictions" 
  • Neutral: "Standard force majeure clause with balanced provisions for both parties"   
  • Negative: "This liability limitation heavily favors the vendor while exposing the customer to significant risk" 

Context and Party Impact 

Understanding Results: 

  • Party-Specific - Sentiment is analyzed from each party's perspective 
  • Clause Context - Considers how language affects contractual relationships 
  • Business Impact - Identifies provisions that may affect negotiation or risk 

Navigation and Document Integration 

View in Document Feature

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Navigation Process: 

  1. Click navigation button (magnifying glass icon) on any sentiment finding 
  2. Document scrolls to exact location of the sentiment-bearing clause 
  3. Text highlighting shows the specific clause content 
  4. Context understanding - See sentiment within document flow 

Navigation Benefits

  • Precise Location - Jumps directly to relevant clause 
  • Full Context - Understand sentiment within surrounding content 
  • Verification - Confirm AI correctly identified sentiment 
  • Quick Reference - Easy switching between analysis and document 

Managing Sentiment Results 

Active vs. Dismissed Views

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Toggle Functions: 

  • "Active Items" - Current sentiment findings (default view) 
  • "Dismissed Items" - Previously dismissed findings 
  • Item Counts - Shows number of findings in each view 

Dismissing Irrelevant Findings 

When to Dismiss: 

  • False Positives - AI incorrectly identified neutral language as sentiment-laden 
  • Expected Language - Standard provisions that don't require attention 
  • Already Addressed - Provisions you've already reviewed or negotiated 
  • Out of Scope - Sentiment not relevant to your current analysis goals 

Dismissal Process: 

  1. Click dismiss button (X icon) on any sentiment finding 
  2. Finding disappears from active view 
  3. Persistent storage - Dismissal remembered for this document 
  4. Switch to "Dismissed Items" to see dismissed findings 

Restoring Dismissed Findings 

From Dismissed Items View

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Restoration Process: 

  1. Switch to "Dismissed Items" view using toggle button 
  2. Find dismissed sentiment you want to restore 
  3. Click restore button (circular arrow icon)   
  4. Finding returns to active items list 

Practical Applications 

Contract Negotiation Preparation 

Use Case: Preparing for contract negotiations 

Workflow: 

  1. Run sentiment analysis on proposed contract 
  2. Filter by "Negative" to identify unfavorable terms 
  3. Review reasoning to understand AI's assessment 
  4. Prepare negotiation points for identified issues 
  5. Filter by parties to see imbalanced provisions 

Risk Assessment 

Use Case: Evaluating contract risk exposure 

Workflow

  1. Review negative sentiment findings first 
  2. Analyze party-specific disadvantageous language 
  3. Navigate to clauses for detailed review 
  4. Document risk areas for legal review 
  5. Cross-reference with high-risk findings from other tabs 

Contract Quality Review 

Use Case: Improving contract language quality 

Workflow

  1. Identify imbalanced sentiment across parties 
  2. Review neutral findings for improvement opportunities 
  3. Compare positive examples for best practices 
  4. Standardize language based on sentiment patterns 
  5. Build templates incorporating balanced sentiment 

Advanced Features 

Multi-Party Analysis 

For complex contracts with multiple parties: 

Party Relationship Analysis: 

  • Individual Party Views - Filter to see sentiment from each party's perspective 
  • Comparative Analysis - Switch between parties to identify imbalances 
  • Relationship Dynamics - Understand how language affects different relationships 

Combined Filter Analysis 

Strategic Filtering Combinations: 

  • Negative + Specific Party = Risk areas for that party 
  • Positive + All Parties = Generally favorable provisions 
  • Neutral + Filter Review = Standard language to potentially improve 

Troubleshooting Sentiment Analysis 

No Results Found 

Possible Causes: 

  • Document lacks sentiment - Very neutral, technical language 
  • Analysis still processing - Complex documents take time 
  • Service unavailable - Network or VISDOM+ service issues 
  • Insufficient content - Document too short for meaningful analysis 

Solutions: 

  1. Wait for completion - Allow analysis to finish 
  2. Check document content - Ensure it contains evaluative language 
  3. Refresh analysis - Use refresh button to retry 
  4. Verify service status - Check VISDOM+ availability 

Inaccurate Sentiment Classification 

When AI Gets It Wrong: 

  • Context misunderstanding - AI misses business context 
  • Industry-specific language - Specialized terms misinterpreted 
  • Complex provisions - Multi-faceted clauses with mixed sentiment 

Correction Actions: 

  1. Dismiss false positives - Remove incorrect classifications 
  2. Focus on high-confidence results - Start with clear sentiment indicators 
  3. Manual review - Verify AI findings with human analysis 
  4. Document patterns - Note common misclassifications for feedback 

Performance Issues 

Slow Analysis: 

  • Large documents - Take longer to process 
  • Complex language - Nuanced provisions require more analysis time 
  • Network connectivity - Affects AI service communication 

Optimization: 

  • Stable internet - Ensure consistent connection 
  • Document preparation - Clean, well-formatted documents analyze better 
  • Patience - Allow adequate time for thorough sentiment analysis 

Service Availability 

Error Messages: 

  • "Sentiment analysis requires VISDOM+ license" 
  • "Visdom services are unavailable" 
  • "Visdom document analysis is unavailable" 

Recovery Steps: 

  1. Check licensing - Verify VISDOM+ is properly licensed 
  2. Refresh analysis - Use refresh button multiple times 
  3. Network check - Ensure stable internet connection 
  4. Contact administrator - May be configuration or service issue 

14. High Risk Findings (Visdom+ Only) 

High Risk Findings Overview 

High Risk Findings is a feature that utilizes VISDOM+ to analyze your document to identify non-standard language, uncommon clauses, and high-risk elements that could pose legal or business risks. This premium tool helps you proactively identify potential issues before they become problems. 

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Main Components: 

  1. Tab Header - Shows count of high risk findings identified 
  2. Risk Type Filter - Filter by specific types of risk findings 
  3. View Mode Toggle - Switch between Active and Dismissed items 
  4. Accordion Results - Expandable cards showing detailed risk analysis 
  5. High Risk Badges - Red danger indicators for all findings 

License Requirements 

VISDOM+ License Required 

High Risk Findings is a premium feature that requires specific licensing.

License Check: 

  • VISDOM+ Component - Must be licensed and available 
  • Automatic Detection - System checks license availability 
  • Error Message - "High risk analysis requires VISDOM+ license" if not licensed

If You Don't Have Access: 

  • Contact Administrator - Request Visdom+ licensing 
  • Verify License Status - Check with Contract Insight administrator 
  • Alternative Analysis - Use Found Clauses or Sentiment Analysis tools 

Understanding Risk Analysis Types 

What Gets Analyzed 

The AI system examines your document for several categories of risk: 

Risk Categories: 

  • Non-Standard Language - Unusual or irregular contract language 
  • Uncommon Clauses - Rare or specialized provisions 
  • Combined Risks - Clauses that are both non-standard AND uncommon 

Risk Classification Logic 

Non-Standard Language: 

  • Language that deviates from typical contract provisions 
  • Unusual terminology or phrasing 
  • Potentially confusing or ambiguous language 

Uncommon Clauses: 

  • Rarely seen provisions in standard contracts 
  • Specialized terms specific to certain industries 
  • Experimental or innovative contract language 

Combined Risk: 

  • Clauses flagged for both non-standard language AND uncommon content 
  • Highest risk category requiring careful review

Automatic Analysis Process 

When you open the High Risk Findings tab:

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Processing Steps

  1. Document Scan - AI reads through all document text 
  2. Language Comparison - Compares against standard contract language database   
  3. Clause Evaluation - Identifies unusual or risky provisions 
  4. Risk Categorization - Classifies findings by risk type 
  5. Results Display - Shows findings with detailed reasoning 

Filter Controls and Navigation 

Risk Type Filtering

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Filter Options: 

  • All Findings - Shows all risk categories (default) 
  • Contains Non Standard Language - Only non-standard language findings 
  • Uncommon Clause - Only uncommon clause findings 
  • Dynamic Counts - Shows number of findings in each category 

Filter Examples: 

  • All Findings (12) - Shows all 12 risk findings 
  • Contains Non Standard Language (5) - Shows 5 non-standard language findings   
  • Uncommon Clause (8) - Shows 8 uncommon clause findings 
  • Combined Category (1) - Finding flagged for both risks

View Mode Toggle

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Toggle Functions: 

  • "Active Items" - Current risk findings requiring attention 
  • "Dismissed Items" - Previously dismissed findings 
  • Item Counts - Number of findings in each view 
  • Quick Switch - One-click toggle between views 

Risk Findings Display 

Accordion Card Format 

Each risk finding appears in an expandable accordion card: 

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Card Header: 

  • Category Name - Type of clause or provision (e.g., "Liability Clause") 
  • Navigation Button - Jump to finding location in document 
  • Dismiss Button - Remove from active findings list 

Card Badge: 

  • Red "High Risk" Badge - All findings marked as high risk 
  • Danger Color - Visual emphasis on risk level 
  • Full Width - Prominent display for attention 

Expanded Card Content 

When you expand a risk finding: 

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Detailed Information: 

  1. Risk Type - Specific classification of the risk 
  2. Reasoning Section - AI explanation of why this is flagged as risky   
  3. Finding Text - Complete clause text that triggered the risk flag 
  4. Show More/Less - Text expansion for lengthy content 

Risk Type Classification Display 

Risk Type Examples: 

  • "Contains Non Standard Language" - For unusual language patterns 
  • "Uncommon Clause" - For rarely seen provisions 
  • "Contains Non Standard Language & Uncommon Clause" - For combined risks 

AI Reasoning Analysis 

Each finding includes detailed AI reasoning explaining the risk classification: 

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Reasoning Examples: 

  • Non-Standard: "This clause uses unusual termination language that deviates from standard industry practices" 
  • Uncommon: "This provision is rarely found in typical commercial contracts and may create enforcement issues" 
  • Combined: "This clause contains both non-standard language and uncommon provisions that significantly increase legal risk"

Document Navigation

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Navigation Process: 

  1. Click navigation button (magnifying glass icon) on any finding 
  2. Document scrolls to exact location of the risky clause 
  3. Text highlighting shows the specific problematic content 
  4. Context review - See risk finding within document flow 

Navigation Benefits: 

  • Precise Location - Jumps directly to problematic clause 
  • Context Understanding - View risk within surrounding content 
  • Verification - Confirm AI correctly identified risky language 
  • Quick Reference - Easy switching between analysis and document 

Managing Risk Findings 

Dismissing Findings 

When to Dismiss: 

  • False Positives - AI incorrectly flagged standard language as risky 
  • Intentional Language - Specialized terms appropriate for your industry 
  • Acceptable Risk - Risk identified but acceptable for business reasons 
  • Already Addressed - Risk reviewed and mitigated elsewhere 

Dismissal Process: 

  1. Click dismiss button (X icon) on any risk finding 
  2. Finding disappears from active view 
  3. Persistent Storage - Dismissal remembered for this document 
  4. Switch to "Dismissed Items" to see dismissed findings

Restoring Dismissed Findings

From Dismissed Items View:

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Restoration Process: 

  1. Switch to "Dismissed Items" view using toggle button 
  2. Find dismissed risk finding you want to restore 
  3. Click restore button (circular arrow icon) 
  4. Finding returns to active items list 
  5. Dismissal timestamp shows when originally dismissed

Practical Risk Management Applications 

Contract Review Workflow 

Use Case: Comprehensive contract risk assessment 

Workflow: 

  1. Run high risk analysis on contract under review 
  2. Review all findings to understand potential risks 
  3. Filter by risk type to focus on specific categories 
  4. Navigate to clauses for detailed examination 
  5. Consult legal counsel on significant risk findings 
  6. Negotiate or modify problematic language 

Template Quality Assurance 

Use Case: Improving standard contract templates 

Workflow: 

  1. Analyze existing templates for risk patterns 
  2. Identify common risk findings across multiple templates 
  3. Review AI reasoning to understand why language is flagged 
  4. Standardize language to reduce risk indicators 
  5. Create cleaner templates with fewer risk findings 

Due Diligence Process 

Use Case: Contract acquisition or review process 

Workflow: 

  1. Batch analyze multiple contracts for risk assessment 
  2. Prioritize review based on high risk findings count 
  3. Focus legal resources on contracts with most risk findings 
  4. Document risk patterns for stakeholder reporting 
  5. Make informed decisions based on risk analysis 

Advanced Analysis Features 

Combined Risk Analysis 

For findings flagged with multiple risk types: 

Understanding Combined Risks: 

  • Higher Priority - Deserve immediate attention 
  • Compounded Issues - Multiple risk factors in single clause 
  • Review Priority - Address these findings first 

Risk Pattern Recognition 

Identifying Patterns

  • Common Language Issues - Recurring non-standard language across documents 
  • Frequent Uncommon Clauses - Unusual provisions appearing regularly 
  • Industry-Specific Risks - Risk patterns specific to your business sector 

Integration with Legal Review Process 

Workflow Integration 

Before Legal Review: 

  1. Run risk analysis to identify potential issues 
  2. Filter and prioritize based on risk types 
  3. Prepare questions about flagged provisions 
  4. Document risk areas for focused legal discussion 

During Legal Review: 

  1. Navigate to flagged clauses during review sessions 
  2. Discuss AI reasoning with legal counsel 
  3. Evaluate risk tolerance for each finding 
  4. Make informed decisions about language modifications 

After Legal Review: 

  1. Dismiss acceptable risks that legal counsel approved 
  2. Track modification decisions for similar future contracts 
  3. Update templates based on risk analysis insights 
  4. Document best practices for risk management 

Troubleshooting High Risk Findings 

No Findings Found 

Possible Causes: 

  • Low-risk document - Document contains only standard language 
  • Analysis still processing - Complex documents take time 
  • Service unavailable - VISDOM+ service connection issues 
  • Insufficient content - Document too short for meaningful analysis 

Solutions: 

  1. Wait for completion - Allow analysis to finish processing 
  2. Check document content - Ensure it contains substantive contract language 
  3. Refresh analysis - Use refresh button to retry 
  4. Verify service status - Check VISDOM+ service availability 

Excessive False Positives 

When AI Over-Flags: 

  • Industry-specific language - Specialized terms flagged as non-standard 
  • Organization standards - Internal language patterns flagged as unusual 
  • Regional variations - Local legal language flagged as uncommon 

Management Strategies: 

  1. Dismiss inappropriate findings - Remove false positives systematically 
  2. Pattern recognition - Note common false positive types 
  3. Legal consultation - Verify AI findings with counsel 
  4. Feedback documentation - Track patterns for potential system improvements 

Performance Issues 

Slow Analysis: 

  • Large documents - Complex contracts take longer to analyze 
  • Network connectivity - Affects AI service communication 
  • Service load - Analysis service may be busy 

Optimization: 

  • Stable internet connection - Ensure consistent connectivity 
  • Document preparation - Clean, well-formatted documents analyze better 
  • Patience - Allow adequate time for thorough risk analysis 

Service Availability 

Error Messages: 

  • "High risk analysis requires VISDOM+ license" 
  • "Visdom services are unavailable" 
  • "Visdom document analysis is unavailable" 

Recovery Steps: 

  • Check licensing - Verify Visdom+ is properly licensed 
  • Refresh analysis - Use refresh button multiple times 
  • Network diagnostics - Check internet connection stability 
  • Administrator contact - May be configuration or service issue

15. Terms Explorer 

Terms Explorer Overview 

Terms Explorer is a feature that analyzes your document to identify and categorize important terms, definitions, and key concepts. This tool helps you understand the terminology used in your contract and ensures consistency in language usage throughout the document. 

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Main Components: 

  • Tab Header - Shows count of terms identified in document 
  • Term Categories - Filter by different types of terms (definitions, key terms, etc.) 
  • Search and Filter - Find specific terms or categories 
  • Terms List - Organized display of identified terms 
  • Definition Display - Shows term definitions and context 

Understanding Term Analysis 

What Gets Analyzed 

The Terms Explorer examines your document for various types of important terminology: 

Term Categories: 

  • Defined Terms - Terms explicitly defined in the document 
  • Key Business Terms - Important business concepts and terminology 
  • Legal Terms - Legal concepts and provisions 
  • Technical Terms - Industry-specific or technical terminology 
  • Financial Terms - Monetary and financial concepts

Automatic Analysis Process 

When you open the Terms Explorer tab: 

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Processing Steps: 

  1. Document Scan - System reads through all document text 
  2. Term Identification - Identifies important terms and concepts 

Terms Display and Organization 

Term Entry Format 

Each term entry displays comprehensive information: 

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Term Information: 

  • Term Name - The identified term or phrase 
  • Usage Count - Number of times term appears 
  • Navigate Button - Jump to first occurrence in document

Navigation and Document Integration

Navigate to Term Usage

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Navigation Process: 

  1. Click navigation button on any term entry 
  2. Document scrolls to first occurrence of the term 
  3. Text highlighting shows the term in context 
  4. Multiple occurrences - Navigate through all uses of the term 

Term Usage Context 

Understanding Term Context: 

  • Definition Location - Where term is first defined 
  • Primary Usage - Main context where term appears 
  • Usage Frequency - How often term is referenced

Search and Filter Features 

Term Search

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Search Capabilities: 

  • Text Search - Find terms by name or partial text 
  • Real-time Results - Results update as you type 
  • Case Insensitive - Finds terms regardless of capitalization 

Practical Applications 

Contract Review and Analysis 

Use Case: Comprehensive contract terminology review 

Workflow: 

  1. Review all defined terms - Ensure definitions are complete and clear 
  2. Check for missing definitions - Identify terms that should be defined 
  3. Verify consistency - Ensure terms are used consistently throughout 
  4. Navigate to usage - Review how terms are used in context 
  5. Document improvements - Note areas where definitions need clarification 

Contract Negotiation Preparation 

Use Case: Preparing for contract negotiations 

Workflow: 

  1. Identify key business terms - Focus on commercially important terminology 
  2. Review financial terms - Understand monetary and payment concepts 
  3. Analyze party definitions - Ensure clear understanding of roles 
  4. Check legal terms - Verify understanding of legal concepts 
  5. Prepare questions - Identify terms needing clarification 

Template Development 

Use Case: Creating standardized contract templates 

Workflow: 

  1. Extract common terms - Identify frequently used terminology 
  2. Standardize definitions - Create consistent definition language 
  3. Build glossary - Develop standard term definitions 
  4. Check completeness - Ensure all important terms are defined 
  5. Template integration - Include standard terms in new templates 

Troubleshooting Terms Explorer 

No Terms Found 

Possible Causes: 

  • Non-contract content - Document doesn't contain typical contract terminology 
  • Very short document - Insufficient text for meaningful term analysis 
  • Unusual format - Document structure prevents term identification 
  • Analysis still processing - Complex documents take time 

Solutions: 

  1. Verify document content - Ensure it contains contract-like language 
  2. Check document length - Very short documents may not have identifiable terms 
  3. Wait for completion - Allow analysis to finish processing 
  4. Refresh analysis - Try reloading the terms analysis 

Performance Issues 

Slow Analysis: 

  • Large documents - Complex contracts take longer to analyze 
  • Network connectivity - Affects analysis service communication 
  • Complex terminology - Documents with specialized language take more time 

Optimization: 

  • Stable internet connection - Ensure consistent connectivity 
  • Document preparation - Well-formatted documents analyze better 
  • Reasonable expectations - Allow adequate time for thorough analysis

16. Document History  

Document History Overview 

Document History provides a comprehensive record of document activities and actions performed through the CobbleStone add-in. This feature helps you track document interactions with Contract Insight records, maintain an audit trail, and understand the document's lifecycle. 

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Main Components: 

  • Document Status Card - Shows current linking status and record information 
  • Activity Table - Chronological list of document actions 
  • Action Icons - Visual indicators for different activity types 
  • Clear History Button - Option to remove all history entries

Document Status Information 

Linked Document Display

When your document is linked to a Contract Insight record: 

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Status Information

  • Status Badge - Green "Linked" indicator 
  • Record Details - Name/title of linked record 
  • Record Type - Contract, Company, Purchase Order, etc. 
  • Link Date - When the document was originally linked

Unlinked Document Display 

When your document is not linked to any record: 

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Status Information

  • Status Badge - Yellow "Not Linked" warning 
  • Explanation - "This document is not currently linked to any record" 
  • Action Prompt - Encourages user to link document for full functionality

Activity Tracking and Display 

Activity Types and Icons 

The system tracks various document activities with specific icons and colors:

Activity Categories: 

  • 📄 Link - Document linked to a record (Green badge) 
  • 🗑️ Unlink - Document unlinked from a record (Red badge) 
  • 📤 Upload - Document uploaded to Contract Insight (Blue badge) 
  • 📤 Upload & Link - Document uploaded and linked (Brand badge) 

Table Structure 

History entries are displayed in a two-column table format: 

Column Layout: 

  • Activity Column - Shows action icon and colored badge 
  • Details Column - Record information, user, and timestamp 

Entry Details Format 

Each history entry contains comprehensive information: 

Entry Information: 

  • Record Title/ID - Name or ID number of the related record 
  • User Attribution - Who performed the action 
  • Timestamp - Exact date and time (formatted as "Mon DD, YYYY HH:MM AM/PM") 
  • Visual Hierarchy - Record title prominent, details below

Understanding Activity History 

Link Activities 

Document Linking: 

  • When Recorded: Document is connected to a Contract Insight record 
  • Information Captured: Record title, user who linked, exact timestamp 
  • Visual Indicator: Green "link" badge with document link icon 

Document Unlinking: 

  • When Recorded: Document connection to record is removed 
  • Information Captured: Which record was unlinked, user, timestamp 
  • Visual Indicator: Red "unlink" badge with delete icon 

Upload Activities 

Standard Upload: 

  • When Recorded: Document file uploaded to Contract Insight 
  • Information Captured: Target record, user, upload timestamp 
  • Visual Indicator: Blue "upload" badge with upload arrow icon 

Upload & Link: 

  • When Recorded: Document uploaded and linked in single action 
  • Information Captured: Record details, user, timestamp 
  • Visual Indicator: Brand-colored "upload & link" badge 


History Management Features 

Chronological Organization 

History entries are automatically organized by recency: 

Display Order: 

  • Most Recent First - Latest activities appear at the top 
  • Automatic Sorting - No manual organization required 
  • Complete Timeline - All activities since first add-in use

Clear History Function

Picture 1, Picture

Clear History Process: 

  1. Button Location - Appears at bottom when history exists 
  2. Confirmation - System confirms before clearing 
  3. Complete Removal - All history entries removed 
  4. No Recovery - Cleared history cannot be restored

When to Clear History: 

  • Privacy Concerns - Remove activity traces 
  • Fresh Start - Clean slate for document tracking 
  • Testing Purposes - Clear test activities 
  • Performance - Reduce stored data (rarely necessary)

Empty State Display 

No History Available 

When no document activities have been recorded:

A screen shot of a computer 
AI-generated content may be incorrect., Picture

Empty State Features: 

  • Document Icon - Visual indicator for empty state 
  • Explanatory Text - "No document activity history found" 
  • Guidance Message - Explains what actions will be recorded 
  • User Education - Helps users understand the feature 

Technical Implementation Details 

Data Storage 

Local Storage: 

  • Browser-based - History stored in browser local storage 
  • Document-specific - Each document has separate history 
  • User-specific - History tied to individual user sessions 
  • Persistent - Survives browser sessions until cleared 

Data Format 

Each history entry contains: 

action: "link" | "unlink" | "upload" | "upload & link", 

recordId: "12345", 

recordTitle: "Contract Name", 

user: "username", 

timestamp: "2024-01-15T10:30:00Z" 

Integration with Other Features 

Document Context Integration 

Relationship to Linking: 

  • Automatic Recording - Link/unlink actions automatically create history entries 
  • Status Consistency - Status card reflects most recent linking activity 
  • Cross-Reference - History explains current document state 

Troubleshooting Document History 

Missing History Entries 

Possible Causes: 

  • Browser Issues - Local storage problems or corruption 
  • Session Problems - Activities performed in different browser sessions 
  • Add-in Reinstallation - History cleared during reinstall 
  • Manual Clearing - History intentionally cleared previously 

Solutions: 

  • Check Browser Storage - Ensure local storage is enabled 
  • Consistent Browser Use - Use same browser/profile for activities 
  • Document Current Activity - Note activities for manual tracking if needed 

Incorrect Timestamps 

Common Issues: 

  • Time Zone Differences - Timestamps may show in different time zones 
  • System Clock - Based on local computer time settings 
  • Date Format - May vary based on browser locale settings 

Resolution: 

  • Verify System Time - Check computer clock settings 
  • Browser Settings - Check browser locale and time zone settings 
  • Consistent Environment - Use same computer/browser for consistency 

Performance Issues 

Large History Collections: 

  • Slow Loading - Many entries may slow interface 
  • Storage Limits - Browser storage has limits 
  • Memory Usage - Large histories use more memory 

Optimization: 

  • Clear History Periodically - Remove old entries when appropriate 
  • Monitor Performance - Watch for interface slowdowns 
  • Browser Maintenance - Clear browser cache if needed

17. Troubleshooting and Support   

Getting Help and Support 

Built-in Support Resources 

The CobbleStone add-in provides multiple ways to get help and support: 

A screenshot of a computer 
AI-generated content may be incorrect., Picture

Info Tab Resources: 

  • Add-in Information - Version details and system information 
  • CobbleStone Website - Direct link to product information 
  • CobbleStone Support - Direct link to support portal 
  • Reset Options - Tools for resolving persistent issues

Support Portal Access

Direct access to CobbleStone's support system: 

CobbleStone Support Portal: 

  • URL: https://CobbleStone.bolddesk.com/ 
  • Access Method: Click "CobbleStone Support" button in Info tab 
  • Features: Ticket submission, knowledge base, community support 
  • Response Time: Varies by support plan

System Information and Diagnostics 

Add-in Version Information 

Located in the Info tab for diagnostic purposes: 

A close up of a text 
AI-generated content may be incorrect., Picture

Diagnostic Information: 

  • Version Number: Current add-in version (e.g., 2.0.1) 
  • Office Application: Automatically detects Word, Outlook, or Excel 
  • User ID: Your Contract Insight employee ID 
  • Contract Insight URL: Server connection information 

Common Issues and Solutions 

Authentication and Login Problems 

Login Failures: 

Symptoms: 

  • Unable to log into Contract Insight 
  • "Invalid credentials" error messages 
  • Authentication timeouts 

Solutions: 

  1. Verify Credentials - Check username and password 
  2. Check URL - Ensure Contract Insight URL is correct 
  3. Network Connection - Verify internet connectivity 
  4. Contact Administrator - May be account or server issues 

Session Expiration: 

Symptoms: 

  • Suddenly logged out during use 
  • "Session expired" messages 
  • Features stop working unexpectedly 

Solutions: 

  1. Re-login - Use login process to re-authenticate 
  2. Check Network - Ensure stable internet connection 
  3. Extend Session - Contact admin about session timeout settings 

Feature Access Issues 

Missing Features or Tabs: 

Symptoms: 

  • Expected tabs don't appear 
  • Features are disabled or grayed out 
  • "License required" messages 

Solutions: 

  • Check Licensing - Verify Contract Insight modules are licensed 
  • User Permissions - Ensure proper security group membership 
  • Contact Administrator - May need license or permission updates

VISDOM+ Features Unavailable: 

Affected Features: 

  • Sentiment Analysis 
  • High Risk Findings 
  • Advanced AI analysis features 

Solutions: 

  1. License Check - Verify VISDOM+ component is licensed 
  2. Service Status - Check if VISDOM service is running 
  3. Network Access - Ensure connection to VISDOM services 
  4. Administrator Contact - May need licensing or configuration 

Performance and Loading Issues 

Slow Loading: 

Symptoms: 

  • Add-in takes long time to load 
  • Features respond slowly 
  • Timeout errors 

Solutions: 

  1. Network Speed - Check internet connection quality 
  2. Browser Cache - Clear browser cache and cookies 
  3. Document Size - Large documents may process slower 
  4. Server Load - May be temporary server congestion 

Analysis Features Not Working: 

Symptoms: 

  • Document analysis doesn't start 
  • "Analysis unavailable" messages 
  • Features stuck in loading state 

Solutions: 

  1. Refresh Analysis - Use refresh buttons on tabs 
  2. Document Content - Ensure document contains analyzable text 
  3. Service Status - Check if analysis services are available 
  4. Network Issues - Verify stable internet connection 

Data and Settings Management 

Reset User Preferences 

For resolving preference-related issues: 

Picture 1, Picture

When to Use: 

  • Tab layouts are corrupted 
  • Saved settings causing problems 
  • Want to return to default configuration 
  • Interface behavior is unexpected 

Process: 

  1. Click "Reset User Preferences" in Info tab 
  2. Confirm action in dialog box 
  3. System resets all saved preferences 
  4. Confirmation message shows result 

What Gets Reset: 

  • Default tab views and layouts 
  • Saved filter preferences 
  • Display settings and options 
  • User interface customizations

Complete Add-in Reset

For severe issues requiring complete reset: 

Picture 1, Picture

When to Use: 

  • Persistent login issues 
  • Corrupted local data 
  • Multiple features not working 
  • Need to start completely fresh 

Process: 

  1. Click "Reset Add-In Completely" (red button) 
  2. Confirm action - this is irreversible 
  3. All data cleared - localStorage completely emptied 
  4. Automatic logout - redirected to login screen 

What Gets Cleared: 

  • All stored authentication data 
  • User preferences and settings 
  • Document history 
  • Dismissed items lists 
  • Cached analysis results

Document-Specific Issues 

Document Analysis Problems 

No Analysis Results: 

Possible Causes: 

  • Document contains no analyzable text 
  • Analysis services unavailable 
  • Network connectivity issues 
  • Document format not supported 

Troubleshooting: 

  1. Check Document Content - Ensure it contains text 
  2. Refresh Analysis - Use refresh button on affected tabs 
  3. Try Different Document - Test with known working document 
  4. Check Network - Verify internet connection 

Incorrect Analysis Results: 

Symptoms: 

  • AI finds wrong or irrelevant content 
  • Missing obvious clauses or issues 
  • Unexpected categorization 

Solutions: 

  1. Dismiss False Positives - Use dismiss functionality 
  2. Try Different Analysis - Change taxonomy or filters 
  3. Manual Verification - Always verify AI results 
  4. Document Quality - Ensure clean, well-formatted text 

Navigation and Integration Issues 

Navigate to Document Not Working: 

Symptoms: 

  • Navigation buttons don't work 
  • Document doesn't scroll to content 
  • Can't find referenced text 

Solutions: 

  1. Check Document State - Ensure document is still open 
  2. Refresh Document - Close and reopen if needed 
  3. Text Changes - Content may have been modified 
  4. Browser Issues - Try refreshing the add-in 

Network and Connectivity Issues 

Connection Problems 

General Connectivity: 

Symptoms: 

  • "Connection failed" error messages 
  • Features time out or don't load 
  • Intermittent functionality 

Diagnostics: 

  1. Internet Connection - Verify general internet access 
  2. Contract Insight Access - Try accessing CI directly in browser 
  3. Firewall Settings - Check corporate firewall rules 
  4. VPN Issues - Try with/without VPN connection 

API Service Issues: 

Symptoms: 

  • Specific features fail while others work 
  • "Service unavailable" messages 
  • Partial functionality 

Solutions: 

  1. Check Service Status - Contact administrator about service health 
  2. Retry Later - May be temporary service issues 
  3. Network Routing - May be routing issues to specific services 
  4. Configuration Check - Verify service URLs are correct 

Browser and Office Compatibility 

Browser-Specific Issues 

Supported Browsers: 

Recommended Browsers: 

  • Microsoft Edge (latest) 
  • Google Chrome (latest) 
  • Mozilla Firefox (latest) 
  • Safari (latest) - Mac only 

Browser Issues: 

  • Cache Problems - Clear browser cache and cookies 
  • Extension Conflicts - Disable other browser extensions 
  • Privacy Settings - Allow cookies and local storage 
  • JavaScript - Ensure JavaScript is enabled 

Office Version Compatibility 

Supported Office Versions: 

Office 365/Microsoft 365: 

  • Latest updates recommended 
  • Web versions supported 
  • Desktop versions supported 

Older Office Versions: 

  • May have limited functionality 
  • Some features may not be available 
  • Update recommended for best experience 

Advanced Troubleshooting 

Local Storage Issues 

Storage Problems: 

Symptoms: 

  • Settings don't persist between sessions 
  • Frequent re-authentication required 
  • Missing dismissed items or preferences 

Solutions: 

  1. Check Browser Storage - Ensure local storage is enabled 
  2. Storage Limits - Clear other website data if storage is full 
  3. Privacy Mode - Don't use incognito/private browsing 
  4. Browser Settings - Allow local storage for the add-in domain 

Performance Optimization 

Improving Add-in Performance: 

Optimization Steps: 

  1. Close Unused Tabs - Reduce browser memory usage 
  2. Restart Browser - Clear memory and reset connections 
  3. Update Browser - Ensure latest version for best performance 
  4. Check System Resources - Ensure adequate memory and CPU 

Getting Additional Help 

When to Contact Support 

Contact CobbleStone Support When: 

  • Multiple troubleshooting steps have failed 
  • System-wide issues affecting multiple users 
  • License or configuration questions 
  • Feature requests or enhancement suggestions 

Information to Provide 

For Faster Support Resolution: 

Diagnostic Information: 

  • Add-in Version - From Info tab 
  • Office Application - Word, Outlook, Excel version 
  • Browser Information - Type and version 
  • Error Messages - Exact text of any error messages 
  • Steps to Reproduce - What actions led to the issue 
  • Screenshots - Visual documentation of the problem 

Self-Service Resources 

Additional Resources: 

  • CobbleStone Website - Product documentation and updates 
  • User Manuals - Comprehensive feature documentation 
  • Training Materials - Video tutorials and guides 
  • Community Forums - User community discussions and tips 

Opening A Document into Word From Contract Insight:

To use Word to edit your document from Contract Insight instead of Contract Insight's document editor, first make sure your One Drive is connected. Navigate from the Main Menu > My > Cloud Drives.

Picture of connecting OneDrive to edit files from Contract Insight in Word

You can then add your OneDrive account to your user profile.

Picture adding OneDrive to your user profile

 To open a file into Word, you would click on the Document Toolbox Icon next to the file you wish to edit.

Showing the Document Toolbox which houses the Edit in Word functionality

Then click the Edit in Word link.

Click Edit in Word to edit your document in Word

A popup will appear to let you know that the document will open in a new tab.

Popup letting you know the document opens in a new tab

After clicking Edit, a new tab will open with your document as YourDocumentName_Number.



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