Act on several contracts at once

Steps

1. 1

   Tick three contracts

   Open Contracts and scroll to the list. Each row starts with a small square. Select the square in the row of the packaging supply agreement, then the squares in the rows of the supply amendment and the delivery agreement. The squares have no labels. Each ticked row turns pale blue.

   • Select Tick box: Zafaran-supply-amendment-1.pdf
   • Select Tick box: Barq-Line-delivery-agreement.pdf
2. 2

   Read the action bar

   A bar appears along the bottom of the screen. On the left it says how many contracts are selected. On the right are five buttons: Export Selected, Export JSON, Reanalyze Selected, Approve Selected and Flag Selected, and a cross that clears the selection.

3. 3

   Export the selection as a spreadsheet file

   Select Export Selected. A CSV file with the full details of the ticked contracts is saved to your computer. CSV is a plain table that opens in any spreadsheet program.

   • Select Export Selected
4. 4

   Export the selection as a data file

   Select Export JSON. The same contracts are saved as a JSON file, a format other systems can read. Use it when the information is going into another tool rather than to a person.

   • Select Export JSON
5. 5

   Flag the selection for review

   Select Flag Selected. A message says the selected contracts were flagged. All three rows now carry the amber Review tag. Flagging is how you put a contract into the review queue yourself, for example after a change in the law, and it makes the contract show up in its reviewer's My Actions list.

   • Select Flag Selected

   

6. 6

   Tick a contract and approve it

   After an action the selection is cleared. You have read the supply amendment, so tick it and select Approve Selected. A message says the selected contracts were approved. The Review tag is removed and you are recorded as the reviewer. The other two keep their tags, because their reviews are still to come.

   • Select Tick box: Zafaran-supply-amendment-1.pdf
   • Select Approve Selected
7. 7

   Tick every contract on the page

   The square in the heading row ticks every contract on the page in one go. Select it. The bar shows the new count. Select the same square again, or the cross at the end of the bar, to clear the selection.

   • Select Tick box: all contracts on this page
   • Select Clear selection
8. 8

   Choose one contract to analyse again

   Tick the supply amendment only, and select Reanalyze Selected. A small panel opens above the button and asks for a contract type, because an analysis is always run as a particular type.

   • Select Tick box: Zafaran-supply-amendment-1.pdf
   • Select Reanalyze Selected
9. 9

   Choose the type and confirm

   Open the list, choose Supply, and select Confirm. A message says the re-analysis has started and that each row shows its progress. The amendment's row carries a Re-check queued tag while the AI reads it again, which replaces its checks and risk score. The tag disappears when the analysis is finished.

   • Select Choose type...
   • Choose Supply
   • Select Confirm