Reviewing files – Help Center

It's important to review the extracted information to ensure its accuracy before finalizing the contract.

Access Review: Click the "Review" button next to the file you wish to examine.
Review Modal: A modal window will appear, presenting the extracted information and various options
1. Top Banner: Displays the file's current status and outlines your next steps for review. You can also preview the original file here.
2. App Section: Allows you to select the application this contract belongs to. (When available, this well be pre-filled by the AI).
3. Contract buttons:
  1. New Contract: Select this option if the file belongs to a new contract.
  2. Add to existing contract: Select this option if the file belongs to an existing contract.
  3. Not a contract (Skip): Choose this option if the file does not pertain to any contract you wish to manage in Productiv. Choosing this option will still link the file to the chosen application for easy reference.
4. Contract details: All data extracted by the AI is displayed below the contract. If any information is missing please ensure you complete them to import the contract.
Complete Review: Once you have reviewed the information and made any adjustments, click "Save and mark reviewed" to apply your changes and finalize the contract's status. Hovering over the “Reviewed” icon will indicate who completed the review.

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