Onit Documentation

Catalyst+CLM Combined Add-In - Not Loading Checklists

by Michael Nadeau Updated on

After the combined add-in is installed and set up, you could run into an issue where the Checklists do not show up and are just loading. A few things could be happening, and an app builder or a developer on the ACE side will need to take a look.

TROUBLESHOOTING

If Catalyst is in the add-in but doesn't load:

  • Make sure the user has an ID in both CLM and ReviewAI and has joined the ReviewAI org (this can be done on your part, with the internal tool - here)
    • You need a VPN to connect to the internal admin tool.
  • Ensure there is a Word add-in user group in CLM, and the user is added to the group
  • Ensure the org is mapped in the dynamodb on the AI side

Other Resources

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