Bulk Reprocessing

NOTE: AI-Driven Contract Analysis and Data Extraction features are available only in accounts which have paid for them.

Bulk Reprocessing through AI Data Extraction must be activated for users in their Role's Feature Access. To activate the feature visit the Application Settings, click , and then click. Locate and click to ON the AI Bulk Reprocessing Toggle under the AI Data Extraction section. Lastly, click OK at the bottom of the pop-up modal window to save the change.

Reprocess Contracts on the Contracts main page is a tool which uses AI-Driven Contract Analysis to review the contract files again for the purpose of revising established Contract records through filling in missing data, entering data into newly added contract record fields, or by overwriting fields with newer/different information as an update. Whether one or many, the system can analyze and update the data in the selected Contract records.

There are two methods for using Reprocess Contracts.

The first method is to simply visit the Contracts main grid and click . This opens a pop-up modal window with the following options:

Contract Type - Choose from the available types of Contract records in the account. NOTE: Multiple Contract Types can be chosen.

Stage - Choose from the available Stages: Request, Draft, Review, Approval, Signature, and Executed. NOTE: Users can choose more than one stage.

Status - Choose from an available Status: Active, Canceled, Expired, Inactive, Pending, and Terminated. NOTE: Users can choose more than one status.

Custom Date Range - Choose from the following: Execution Date, Expiration Date, Renewal Date, Termination Date, Last Updated, Created Date, Submitted Date, and Last AI Processed Date.

When a date choice is selected, Start Date and End Date fields appear. Enter a Start Date and End Date. NOTE: Users can also enter any date in the date field in mm/dd/yyyy format.

NOTE: There's an optional Date Field is null (empty) checkbox. Use this when there is no specific time frame or if the date fields in the records are empty.

Document Selection Strategy - Choose from First/Original Document (Version 000), Latest Document (Latest Version), Filter by Document Type (NOTE: This option offers another drop-down for users to select a specific Document Type), Primary Marked Document (For more information, click the Mark as Primary article link), and Process Previously AI DE Processed Document.

Once the options are chosen, click to begin the validation process.

The application will validate which records will be reprocessed and display this in the Validation Results. Within the Validation Results, there's an opportunity to review which Document records will be reprocessed by clicking the down arrow, which reveals the list. When Documents No Documents are found associated to the Contract records, click the "Skip" checkbox. Click the Start Reprocessing (X contracts) button, as seen below.

When the Contracts have been reprocessed, a confirmation pop-up modal window appears with a link to the Bulk Extraction page to follow the reprocessing progress.

The second option is to Bulk Reprocess contracts is to select the checkboxes of the records you want to reprocess from the Contracts Main Grid, and then click , as seen below.

The next step in the process is to choose the Document Selection Strategy. The options include:

Once the strategy has been selected, click the button to begin the validation process.

The next screen displays the Validation Results. NOTE: Click to view a list of the Document records to be reprocessed. Click (as seen below) to close the list.

Finally, click the Start Reprocessing (X contracts) button to reprocess the records.