Documentation & Guides
Prerequisites
- A document is open in the Contract Editor.
- The contract is in Draft or Revisions Requested status.
Steps
- 1. Open the Key Insights panel: In the Editor Menu sidebar, click the Key Insights tab (lightbulb icon).
- 2. Generate insights: Click Generate. A loading spinner appears while insights are being fetched.
- 3. Review insights: Once loaded, a list of insights displays in the panel. Each insight shows a brief summary of a document section.
- 4. Navigate to an insight: Click on an insight item. The editor will scroll to the corresponding section and highlight it briefly.
Tips
- Allow a few seconds for insights to generate, especially on large documents.
- Use insights to quickly locate important clauses and understand document structure.
- Combine insights with suggestions for efficient editing and review.