LegalSifter Control manages all information related to a contract as part of a Counterparty. Counterparty may be chosen or can be created when the first redline of a contract is uploaded into the system.

A review may be started by clicking on the “New Contract” button on either the Review page.

Clicking the new “New Contract” button will bring up the Start Review dialog. You can either drag a document on to the upload area or select one from the file system.

The document must be in the Word Docx or PDF format.

Choosing or Creating a Counterparty is required. You can choose an existing counterparty or create a new one by selecting the entry starting with Create.

By default, the document title will be the filename. However, this can be changed at upload or later on in the application.

Once the Counterparty has been set and the document has been selected, the “Create” button will become active. Clicking Create will take you to the Review page. Contracts that have been created for will be present in the “My Contracts” or “All Contracts” lists. “My Contracts” shows all contracts that have been created or assigned to you. All Contracts shows all contracts created for review.

The Contract List will show your new contract at the top of the list. The status will be shown as “Processing” and the “Progress” Column will show as a spinning icon.

Once the contract has completed processing progress bar will be updated to reflect the number of changed clauses in the contract. The Contract Status will now be “In Review.”

Now that the contract has finished processing the contract can be opened in the contract review tool.