CLM users can now extract clauses from executed contracts uploaded through Store Executed Contract or Import Third Party Paper in CLM. This new functionality extracts relevant clauses from a document through ExtractAI and stores the information in the CLM contract.

Initiate either request from the Quick Launch button on the CLM Suite dashboard, supply the required data, and submit the request.

Once the AI process is complete, the extracted clauses can be found via the “Clauses” tab in the CLM contract.

The new Repaper Project app streamlines Bulk Amendments by allowing CLM processes and workflows to be initiated for many contracts simultaneously. CLM users can efficiently accomplish Repapering through a simple two-part process.

Part 1: Creating a Repaper Project

Users can create a Repaper Project based on their business needs for a given amendment process. Users can specify a first workflow action for each Repaper Project and select a user or contact type to review or approve the new contract. Users have two options for Project Type when creating a Repaper Project:

Redline Document: Contract Documents are copied to the new contract, and the first PDF Contract Document is sent for AI Review through the selected Checklist.

Document Generation: New Contract Documents are generated from a selected template.

Part 2: Repaper Bulk Action

Users can initiate mass amendments from CLM by selecting contracts from the CLM dashboard and using the Bulk Action button. Once the required contracts are chosen on the CLM grid dashboard, click the “Actions” dropdown button, click “Repaper,” click “OK” on the confirmation pop-up, select the Repaper Project from the Bulk Repaper Launch form, and submit the request.

The Result: Repapered Contracts & First Workflow Kickoff

Once the Repaper process begins, new contracts are automatically created for each selected contract. Depending on the Repaper Project selected the contract document is either generated from a template or copied over from the original contract and then sent for AI Review for redlining.

On each repapered contract, in the Contract Details tab, there is a field for “Repaper” (with a checkbox) and “Repaper Project.”

Once the Contract Document is generated or returned from AI Review, the First Workflow Action selected on the Repaper Project is automatically kicked off.

Users can view the status of the Repaper process by utilizing the CLM dashboard. Select the appropriate fields for the Repapering process and save it as a "View" so it is accessible when needed. Once the Repaper process is kicked off, users can see the new contracts generated by refreshing the dashboard. Users may further adjust the dashboard by using the filters for each field to suit their needs throughout the process or once it is complete.

With the new CLM Connect+ReviewAI Add-In, Onit CLM, and Precedent AI, users can now enjoy a truly integrated user experience. With all the Onit Connect Word Add-In functionality and the added ability to leverage the AI Clause Library and Checklists, users can utilize both tools through one consistent solution in Microsoft Word. Users can manage their contract lifecycles more efficiently with a new look and experience, including improved navigation and updated search functionality.

New AdobeSign E-Signature Status Panel

Users leveraging AdobeSign for the e-signature process can now view the status of a signature transaction with the E-Signature Status panel, which appears on CLM contracts. The panel shows the responsible parties on an AdobeSign envelope and which tasks belong to the signing parties.

Correct URL Page

Users now have fewer clicks when correcting an envelope for DocuSign. Previously, the link only directed users to the “Edit” page, and they had to navigate within the DocuSign UI to land on the “Correct” page. With this new option, when clicking the “Edit Signature Transaction” button, the URL that populates can navigate users to either the “Correct” or “Edit” page based on their selection in CLM Settings.

Ability to turn off signing order

As a supplemental option to utilizing a signing order for signature transactions, CLM users with DocuSign can now send a request to all signers at once. Users can default to either option with a checkbox in CLM Settings while maintaining the ability to select a different option for individual transactions as needed. When the “Use Signing Order” checkbox is unchecked, the Routing Order field will not display, and all recipients will receive the signature request simultaneously.

Update DocuSign Sender UI on Send for Signature transaction

CLM users can now determine whether to leverage the DocuSign UI when initiating a signature transaction. Previously, a setting at the corporation level was set for all transactions. A checkbox on the Send for Signature form now provides this option for each transaction. To the user’s preference, a CLM Settings checkbox can also be used to set a default.

Supporting document selection updates on Send for Signature launch form

In addition to uploading a new supporting document, users can now select from existing documents during a Send for Signature transaction.

Validating file types on the Send for Signature launch form

A tooltip on the Send for Signature launch form informs users which file types are valid as supporting documents. If an incorrect file type is uploaded, users will receive an error message, allowing them to return to the form with their inputs intact and upload the correct file type.

Contract document default selection on Send for Signature form

The first uploaded (or generated) Contract Document will default to the Document field during a Send for Signature transaction. However, users can still select from a list of all documents in the contract, which is displayed alphabetically.

CLM users can now optimize phase metrics for contracts that did not fall under any previously existing phase category by mapping the following phases to a new High Phase “Inactive.” This phase will appear as the last High Phase on the CLM contract phase widget.

• Abandoned
• Amended
• Cancelled
• Expired
• Renewed
• Terminated

Import Third Party Paper contract Paper Type not populating as “Third Party Paper.”

• When uploading an executed contract via Import Third Party Paper from the CLM Suite dashboard, the Paper Type on the contract record does not populate as “Third Party Paper” but instead as “Our Paper.”

Multiple documents are generated for the second attachment in the CLM launch form.

• When Third Party Paper is selected on the CLM launch form, and a Supporting Document is added to the CLM launch form (in addition to the required Contract Document), the supporting document is duplicated on the contract.

Sporadic issue: Field values are not being captured in CLM during Import Third Party Paper and Store Executed Contract

• During data extraction for Import Third Party Paper and Store Executed Contract, field values are sometimes not being captured when it is expected.

Sporadic issue: CLM Connect+ReviewAI Add-In

• The “Clause Library” icon sometimes disappears from the navigation bar.

CLM Connect+ReviewAI Add-In does not display the correct document version number

• When opening any document version, the Document Details screen displays the most recent version number instead of the open document version.