Recent updates
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Release Notes - May 2022
Updated onArticleWhat's New — App Creator
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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Summary Tab - More Info
Updated onArticleThe Summary tab is a visual dashboard that gives you an easy-to-digest summation of the data that has been extracted.
Precedent End User Guide / ExtractAI / How to Use ExtractAI
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Details Tab - More Info
Updated onArticleThe Details is where you will find the breakdown of everything you you have extracted from the contracts.
Precedent End User Guide / ExtractAI / How to Use ExtractAI
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The Project Folder
Updated onArticleStarting at the top, we have the Project Folder more button, where you can Rename or Delete the project.
Under the File tab, you can see a few things:
- Download All Processed Files
- Download All Original Files
- Download All Failed Files
You will see a high level of the contract status:
- Name - Contracts name
- Status - You can see a completed, processing, or failed status here.
- Uploaded - This shows the date the contract was added to the project
- By - Who uploaded the contract to the project.
Under the Detail tab, you will see all the AI extracted data, and under the Summary tab, you will see visual reporting /breakdown of the project overall.
Precedent End User Guide / ExtractAI / How to Use ExtractAI
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How to Start and ExtractAI Project
Updated onArticleHere you might see a list of other ExtractAI Projects from your team, or if not, you will see a "Start a New Project" button.
For each project, you will see:
Precedent End User Guide / ExtractAI / How to Use ExtractAI
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The Home Screen
Updated onArticleQueue - Here are all the documents that have been run through the AI for Review or Extract
Dashboard - Here, you can see you organizations breakdown of ReviewAI statistics.
Projects - Here, you will be uploading your documents to ExtractAI for processing.
Workflows - Here, we set up workflows to automate Reviews through email.
Reviews - Here, you can setup Reviews for ReviewAI.
Checklists - Here, you will see your Customer Smart Checklists for ReviewAI.
Playbook Manager - Here, you can customize and create your ReviewAI Checklists.
Precedent End User Guide / ExtractAI / Getting Started
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Installing ExtractAI
Updated onArticlePrecedent End User Guide / ExtractAI / Getting Started
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DaaS Adoption Guide
Updated onArticleEnd User Guides / Reporting & Analytics End User Guides / Documentation
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May 18, 2022
Updated onArticle- Fixed: Rich text format now retained in ReviewAI word add-in: Previously, when you formatted a replacement/inserted clause in Playbook Manager in a specific style, such as bullet points, bold, etc., the format and style didn't retain in Word add-in, that means you have to reformat them which wastes time. Now, all formats and styles will be retained and displayed properly.
- Feature: Search term showing in summary view and export: Previously, when you had searched in your rule in Playbook Manager, the actual term you were searching for didn't appear in the summary view or exported summary, which made the information less useful. Now, we have made these search terms displayed in the summary view and exported the summary so that anyone reviewing them can see the full content.
- Feature: Ability to tidy up the ReviewAI dashboard documents: Previously, the ReviewAI dashboard would display all the documents within the time period you selected. However, as users often have testing documents when setting up, having these testing docs showing up in reporting is distracting. We have added the ability to delete a doc from your dashboard to keep only useful information for you.
Release Notes / Precedent Release Notes / Precedent Release Notes
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App Settings
Updated onArticleWhich Tags the App should belong to in the left-hand dashboard sidebar. If you want to add a new tag here, type some text into the field and then press ENTER.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Administration