October 4, 2022 | Provision Locking, Customized Screening Reports, and AI Analytics for Signed Contracts

Article author
Jenny Zaret
  • Updated

We’re excited to announce key updates in our latest release to the DocJuris platform!

 

Provision Locking

This is a brand-new feature of the Contract Editor section of the Analyzer. A User can now restrict specific Sections/paragraphs on a Turn to Comment only. As a result, other Users at the company will not be able add markups to locked Sections/paragraphs.

Users can now also select multiple Sections of a Contract, by clicking the Checkbox to the left of the Sections. 

Note: Locked Sections can only be unlocked by the Contract Owner or Admins. 

 

LockedSection_multiple_calloutarrow.png

 

 

To Lock a Section of a Contract in the Contract Editor:

Hover the mouse cursor over the desired Section and click the orange Lock button.

 

LockedSection_LockButton_callout.png

 

You can also Lock individual or multiple Sections of a contract by doing the following:

  1. Hover the mouse cursor over the desired Section(s) and click the Checkbox on the left.
  2. In the Section Menu above the Editor, click the Actions: Select Action dropdown menu and select Lock Sections.
  3. The Section will turn Gray to indicate its Locked status.

LockSection.gif

 

 

To add a Comment to a Locked Section:

Locked Sections cannot be edited. You can still add a Comment to a Locked Section by clicking the left Checkbox on the Locked Section, click the Actions: Select Action dropdown menu, and click Add Comment. Type your desired comment in the Add Section Level Comment box, then click the Comment button to add the Comment to that Section.

 

AddCommenttoLockedSection.gif

 

You can also add a Comment to a Locked Section by clicking the purple Comment button to the right of the Section in the Editor.

LockedSection_AddComment_PurpleCommentbutton.png

Note: Users mentioned in Comments on a Locked Section cannot unlock and edit that Section. 

 

To Unlock a Locked Section:

Hover the mouse cursor over the Locked Section, and click the orange Unlock button.

 

LockedSection_Unlockbutton_callout.png

 

You can also Unlock individual or multiple Sections of a contract by doing the following:

  1. Hover the mouse cursor over the Locked Section.
  2. Click the left Checkbox on the Locked Section(s) to select it.
  3. In the Section Menu above the Editor, click the Actions: Select Action dropdown menu and select Unlock Sections.

UnlockaLockedSection.gif

 

 

Customized Screening Reports

Now you can receive customized Excel Screening Reports on contracts, straight from your email! Once you have your Playbooks configured, our team can assist with setting up an email analyzer. Simply forward a contract to a designated email address that we supply, and the DocJuris Review Center will reply in less than 30 seconds with your customized Screening Report. To get this set up, please connect with your Customer Success Representative at DocJuris (or email us at: support@docjuris.com).

 

CustomizedScreeningReport.png

 

 

AI Analytics for Signed Contracts

With a minimum of 5 documents, our legal engineering team can train a machine-learning algorithm to extract obligations and relevant clauses from your signed contracts. This capability can be deployed in your signature workflow or as a standalone analysis via Excel. To learn more about this service and how to fold that into your subscription offering, please connect with your Customer Success Representative at DocJuris.

 

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