Marking Up New Contracts in the Contracting Editor

Article author
Anne McWhorter
  • Updated

The Contract Editor Overview

The Contract Editor within DocJuris is the powerhouse of the application. As discussed in previous articles, the Contract Editor has a lot of similarities with word processing applications, but is much more powerful. DocJuris is specially designed to assist in the contract review process with unique features to ensure both additional efficiency and improved accuracy. 

In order to best utilize the Contract Editor, it is important to understand that as opposed to word processing software, which treats a document as a whole, the functionality of DocJuris is zeroed in on Sections of Contracts. All of the same features are available in addition to some specific to the contract review process, but applying features is compartmentalized to Sections.

The organization of the Contract Editor is designed with proven scientific strategies to enhance the review process where pertinent information is sectioned and categorized. Formatting is consistent that will automatically format to one and a half spacing, compress columns into a single column, and remove images. The end result is a document presentation custom designed for faster, more efficient review.

Organization of the Contract Editor

Sidebar (Sometimes referred to as the Navigation Pane on the Left)

  • Access Previous Redlines.
  • Access Playbooks.
  • Allows for minor edits to fields in Playbooks, but will not allow for a User to add a new Issue.

Sidebar.jpg

Contract Editor (on the Right)

The main part of the DocJuris Analyzer, the Contract Editor is on the right of the screen. 

ContractEditor.jpg

(Tip: If it would be more User friendly to have the Contract Editor as full screen, click the arrow button at the left top of the screen.)

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The same shortcut commands available through word processing software are available with DocJuris, but will be limited to Section level. One example is if CTL + A is used, instead of highlighting the entire document, DocJuris will highlight only that section. One of the many ways that this is especially useful is when using the "undo" history. The Undo history will be specific to the Section level of the document and specific to the provision at hand, as opposed to the whole document. One of the great features of the Contract Editor is that changes to text and formatting will be automatically propagated throughout the document. For instance, if a numbered section is deleted, the consecutive numbering will reflect that deletion.

A few Notes:

  • Unless specified, clauses are automatically indented, or "auto-indent".
  • Images and complex tables cannot be added to the Contract Editor. Because DocJuris is extremely tailored to the review process, complex tables and images cannot be included and allow the application to maintain functionality.

Common Functions and How to Access Them Within the Contract Editor

  • Intentionally Omit: Select, or highlight, a clause, and right click. Select "intentionally omit".

Intentionally_Omit.gif

  • Delete Entire Section:
    • Right click the clause, select the drop down menu, and select "delete". (Note: this option is intentionally within a drop down menu to prevent accidental deletions of provisions.)DeleteSection.gif
      • Manually click backspace to delete.
  • Change Formatting: Highlight the selected language and choose from common formatting options (bold, italicized, underlined) OR custom specialized formatting unique the the DocJuris contract review application such as making all text capitalized or lowercase.

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  • Track Changes: As you Markup the Contract, added language will appear in Blue, language that is deleted will appear in Red.

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  • Insert New Section:
    • Simply hit Enter and add language and Sections.
    • Click on the right of the Section to "Insert a New Section" either above or below.

InsertNewSectio_.gif

  • Undo: Hit the icon showing an arrow pointing to the left to Undo.

UndoFunction.gif

For more tips and tricks on how to use DocJuris to its full capabilities maximizing utilities and minimizing turnaround time, keep reading more articles or check our our video tutorials.

Video Overview

 

 

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