Contract Digitalization - Revision history

AmolRedij at 12:01, 19 January 2022

2022-01-19T12:01:05Z

WikiSysop at 13:39, 21 December 2021

2021-12-21T13:39:51Z

WikiSysop at 13:38, 21 December 2021

2021-12-21T13:38:43Z

AR at 12:53, 16 December 2021

2021-12-16T12:53:45Z

AR at 12:24, 16 December 2021

2021-12-16T12:24:26Z

AR at 12:22, 16 December 2021

2021-12-16T12:22:27Z

AR at 12:21, 16 December 2021

2021-12-16T12:21:38Z

Show changes

IDT-1 at 09:15, 12 September 2020

2020-09-12T09:15:55Z

IDT-1 at 13:59, 3 August 2020

2020-08-03T13:59:52Z

IDT-1 at 12:43, 27 July 2020

2020-07-27T12:43:54Z

@@ Line 16: / Line 16: @@
 To manage legacy contracts using AI, you need to first create an attribute Clause Discovery Type.
-To create an atttribute, do the following:<br/> 1. '''Click'''&nbsp;"Agreements" tile on the Home page. The Agreements page opens.
+To create an atttribute, do the following:
 . '''Click'''&nbsp;"Create" button on the Agreements page.&nbsp;The Create Agreement page opens.
@@ Line 22: / Line 24: @@
 .&nbsp;'''Select'''&nbsp;"Category". For example, Default.
-. '''Select'''&nbsp;"Contract Type Name". For example, DiscoverAI_CT.
+. '''Select'''&nbsp;"Contract Type Name". For example, MandatoryClauseCT.
 . '''Select '''"Third Party" from the Type of Paper drop-down list.
-<div class="image-green-border">[[File:Create Agreement2.png|500px|Create Agreement2.png]]<br/> 5. '''Click '''"Next".<br/> 6. On the Attributes page, '''click''' AI Model (which is a mandatory field).&nbsp;<br/> 7. '''Select''' DiscoverAI Standard from the drop-down to use AI to discover the clauses.&nbsp;</div> <div class="image-green-border">[[File:AI Model Values.png|720px|AI Model Values.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''Selecting the None option from the drop-down creates a regular third party Agreement.</div>
+<div class="image-green-border">[[File:Create Agreement2.png|720px|Create Agreement2.png]]</div>
 . '''Click '''"Select File" in the File Path field. You can select a PDF or .docx legacy file which you want to be discovered.&nbsp;
-<div class="image-green-border">[[File:File Attributes Discover.png|600px|File Attributes Discover.png]]</div> <div class="image-green-border">9. '''Click''' Discover to view the attributes discovered from the uploaded file.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:'''&nbsp;<br/> - Using AI, there will be a mapping of the attributes that you want to get discovered from the selected legacy file. For example, if the uploaded file with a Contract Value, that value will get discovered and populated in the Contract Value field.&nbsp;<br/> - The attributes that you want to be discovered can also be configured.</div>
+<div class="image-green-border">[[File:File Attributes Discover.png|720px|File Attributes Discover.png]]</div>
 . '''Click'''&nbsp;"Next".&nbsp;<br/> 10.&nbsp;On the Verify page, '''click'''&nbsp;"Create and Publish".&nbsp;
 <div class="image-green-border">[[File:Create and Publish.png|720px|Create and Publish.png]]</div>
@@ Line 38: / Line 44: @@
 <div class="image-green-border">[[File:Discovered Data1.png|720px|Discovered Data1.png]]</div>
 . '''Click''' the AI Studio menu. You can view the summary of discovered data, as well as view the details of individual entities.
-<div class="image-green-border">[[File:AI Studio.png|720px|AI Studio.png]]</div>
+<div class="image-green-border">[[File:Studio AI Dashboard.png|720px]]</div>
 You can review the discovered clauses and compare them for any deviation.
@@ Line 50: / Line 56: @@
 *Defer the review for a later time
 *Compare the the discovered clause for any deviation.&nbsp;
-<div class="image-green-border">[[File:Confirm Deviation.png|720px|Confirm Deviation.png]]</div> <div class="image-green-border">17.&nbsp;'''Click'''&nbsp;"Confirm with Deviation". A pop to Add Note opens.</div> <div class="image-green-border">18. '''Add''' an appropriate note, and then '''click''' "Confirm".&nbsp;A deviation analysis is done.<br/> &nbsp;</div> <div class="note-box">'''Note: '''The deviation logic is complete only on clicking the ''Finish ''button. The Deviation count will change to 1 on the ''Deviation''s tab. The regular deviation process continues hereon.</div>
+<div class="image-green-border">[[File:Confirm Deviation.png|720px|Confirm Deviation.png]]</div>
 == Downloading Matched Clauses to Excel ==

@@ Line 55: / Line 55: @@
 The Clauses from the uploaded document are discovered and extracted. These discovered clauses will appear&nbsp;on the AI Discovery menu as descibed in the above section.&nbsp;These clauses can be exported to Excel for convenient offline reviews as follows:<br/> 1.&nbsp;'''Click'''&nbsp;the "Export"''&nbsp;button&nbsp;''to download the clause data in Excel format.
 <div class="image-green-border">[[File:Excel Export.png|720px|Excel Export.png]]</div>
-'''Related Topics:'''&nbsp;&nbsp;[[Managing_US_Federal_Contracts_using_ICM|Managing US Federal Contracts using&nbsp;ICI]]&nbsp;|&nbsp;[[Discover_AI|DiscoverAI]]&nbsp;| [[Negotiate_AI|NegotiateAI]] | [[Obligation_AI|ObligationAI]] | [[Visualize_AI|VisualizeAI]]
+'''Related Topics:'''&nbsp;[[Discover_AI|DiscoverAI]]&nbsp;| [[Negotiate_AI|NegotiateAI]] | [[Obligation_AI|ObligationAI]] | [[Visualize_AI|VisualizeAI]]

@@ Line 55: / Line 55: @@
 The Clauses from the uploaded document are discovered and extracted. These discovered clauses will appear&nbsp;on the AI Discovery menu as descibed in the above section.&nbsp;These clauses can be exported to Excel for convenient offline reviews as follows:<br/> 1.&nbsp;'''Click'''&nbsp;the "Export"''&nbsp;button&nbsp;''to download the clause data in Excel format.
 <div class="image-green-border">[[File:Excel Export.png|720px|Excel Export.png]]</div>
-'''Related Topics:'''&nbsp;[[Create_Agreement_Page|Create Agreement]] | [[Managing_US_Federal_Contracts_using_ICM|Managing US Federal Contracts using&nbsp;ICI]]&nbsp;|&nbsp;[[Discover_AI|DiscoverAI]]&nbsp;| [[Negotiate_AI|NegotiateAI]] | [[Obligation_AI|ObligationAI]] | [[Visualize_AI|VisualizeAI]]
+'''Related Topics:'''&nbsp;&nbsp;[[Managing_US_Federal_Contracts_using_ICM|Managing US Federal Contracts using&nbsp;ICI]]&nbsp;|&nbsp;[[Discover_AI|DiscoverAI]]&nbsp;| [[Negotiate_AI|NegotiateAI]] | [[Obligation_AI|ObligationAI]] | [[Visualize_AI|VisualizeAI]]

@@ Line 14: / Line 14: @@
 == Create Attribute for Clause Discovery ==
-ITo manage legacy contracts using AI, you need to first create an attribute Clause Discovery Type.
+To manage legacy contracts using AI, you need to first create an attribute Clause Discovery Type.
 To create an atttribute, do the following:<br/> 1. '''Click'''&nbsp;"Agreements" tile on the Home page. The Agreements page opens.

@@ Line 38: / Line 38: @@
 <div class="image-green-border">[[File:Discovered Data1.png|720px|Discovered Data1.png]]</div>
 . '''Click''' the AI Studio menu. You can view the summary of discovered data, as well as view the details of individual entities.
+<div class="image-green-border">[[File:AI Studio.png|720px|AI Studio.png]]</div>
 [[File:AI Studio.png|720px|AI Studio.png]]
-−
 You can review the discovered clauses and compare them for any deviation.
@@ Line 52: / Line 50: @@
 *Defer the review for a later time
 *Compare the the discovered clause for any deviation.&nbsp;
+<div class="image-green-border">[[File:Confirm Deviation.png|720px|Confirm Deviation.png]]</div> <div class="image-green-border">17.&nbsp;'''Click'''&nbsp;"Confirm with Deviation". A pop to Add Note opens.</div> <div class="image-green-border">18. '''Add''' an appropriate note, and then '''click''' "Confirm".&nbsp;A deviation analysis is done.<br/> &nbsp;</div> <div class="note-box">'''Note: '''The deviation logic is complete only on clicking the ''Finish ''button. The Deviation count will change to 1 on the ''Deviation''s tab. The regular deviation process continues hereon.</div>
 [[File:Confirm Deviation.png|720px|Confirm Deviation.png]]
 <div class="image-green-border">17.&nbsp;'''Click'''&nbsp;"Confirm with Deviation". A pop to Add Note opens.</div> <div class="image-green-border">18. '''Add''' an appropriate note, and then '''click''' "Confirm".&nbsp;A deviation analysis is done.<br/> &nbsp;</div> <div class="note-box">'''Note: '''The deviation logic is complete only on clicking the ''Finish ''button. The Deviation count will change to 1 on the ''Deviation''s tab. The regular deviation process continues hereon.</div>
 == Downloading Matched Clauses to Excel ==

@@ Line 25: / Line 25: @@
 . '''Select '''"Third Party" from the Type of Paper drop-down list.
-<div class="image-green-border">[[File:Create Agreement2.png|500px]]<br/> 5. '''Click '''"Next".<br/> 6. On the Attributes page, '''click''' AI Model (which is a mandatory field).&nbsp;<br/> 7. '''Select''' DiscoverAI Standard from the drop-down to use AI to discover the clauses.&nbsp;</div> <div class="image-green-border">[[File:AI Model Values.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''Selecting the None option from the drop-down creates a regular third party Agreement.</div>
+<div class="image-green-border">[[File:Create Agreement2.png|500px|Create Agreement2.png]]<br/> 5. '''Click '''"Next".<br/> 6. On the Attributes page, '''click''' AI Model (which is a mandatory field).&nbsp;<br/> 7. '''Select''' DiscoverAI Standard from the drop-down to use AI to discover the clauses.&nbsp;</div> <div class="image-green-border">[[File:AI Model Values.png|720px|AI Model Values.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''Selecting the None option from the drop-down creates a regular third party Agreement.</div>
 . '''Click '''"Select File" in the File Path field. You can select a PDF or .docx legacy file which you want to be discovered.&nbsp;
-<div class="image-green-border">[[File:File Attributes Discover.png|600px]]</div> <div class="image-green-border">9. '''Click''' Discover to view the attributes discovered from the uploaded file.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:'''&nbsp;<br/> - Using AI, there will be a mapping of the attributes that you want to get discovered from the selected legacy file. For example, if the uploaded file with a Contract Value, that value will get discovered and populated in the Contract Value field.&nbsp;<br/> - The attributes that you want to be discovered can also be configured.</div>
+<div class="image-green-border">[[File:File Attributes Discover.png|600px|File Attributes Discover.png]]</div> <div class="image-green-border">9. '''Click''' Discover to view the attributes discovered from the uploaded file.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:'''&nbsp;<br/> - Using AI, there will be a mapping of the attributes that you want to get discovered from the selected legacy file. For example, if the uploaded file with a Contract Value, that value will get discovered and populated in the Contract Value field.&nbsp;<br/> - The attributes that you want to be discovered can also be configured.</div>
 . '''Click'''&nbsp;"Next".&nbsp;<br/> 10.&nbsp;On the Verify page, '''click'''&nbsp;"Create and Publish".&nbsp;
-<div class="image-green-border">[[File:Create and Publish.png|720px]]</div>
+<div class="image-green-border">[[File:Create and Publish.png|720px|Create and Publish.png]]</div>
 The left side menu will now have AI Insights as a new menu option. Under this menu you will notice two sub-menus AI Discovery and AI Studio
@@ Line 36: / Line 36: @@
 .&nbsp;'''Click''' the ''"''AI Discovery" menu option.&nbsp;The values that have been fetched from the uploaded legacy file are displayed. You can different discovered data such as Clauses, Attributes, Tables, and Obligations.
-<div class="image-green-border">[[File:Discovered Data1.png|720px]]</div>
+<div class="image-green-border">[[File:Discovered Data1.png|720px|Discovered Data1.png]]</div>
 . '''Click''' the AI Studio menu. You can view the summary of discovered data, as well as view the details of individual entities.
-[[File:AI Studio.png|720px]]
+[[File:AI Studio.png|720px|AI Studio.png]]
 You can review the discovered clauses and compare them for any deviation.
@@ Line 53: / Line 53: @@
 *Compare the the discovered clause for any deviation.&nbsp;
-[[File:Confirm Deviation.png|720px]]
+[[File:Confirm Deviation.png|720px|Confirm Deviation.png]]
 <div class="image-green-border">17.&nbsp;'''Click'''&nbsp;"Confirm with Deviation". A pop to Add Note opens.</div> <div class="image-green-border">18. '''Add''' an appropriate note, and then '''click''' "Confirm".&nbsp;A deviation analysis is done.<br/> &nbsp;</div> <div class="note-box">'''Note: '''The deviation logic is complete only on clicking the ''Finish ''button. The Deviation count will change to 1 on the ''Deviation''s tab. The regular deviation process continues hereon.</div>
 == Downloading Matched Clauses to Excel ==
 The Clauses from the uploaded document are discovered and extracted. These discovered clauses will appear&nbsp;on the AI Discovery menu as descibed in the above section.&nbsp;These clauses can be exported to Excel for convenient offline reviews as follows:<br/> 1.&nbsp;'''Click'''&nbsp;the "Export"''&nbsp;button&nbsp;''to download the clause data in Excel format.
-<div class="image-green-border">[[File:Excel Export.png|720px]]</div>
+<div class="image-green-border">[[File:Excel Export.png|720px|Excel Export.png]]</div>
-== Complete end-to-end processing including Validation,&nbsp;Upload/Create Contract (Web) ==
-−
-<span style="color:#FF0000;">'''''<need SME inputs for this>'''''</span>
-−
-You can process a bulk upload contracts end-to-end. This includes validation and creation of the contract, thus making it easier to manage contracts.
-−
-For a bulk upload, you need to create the following two Excel files:
-−
-*''Data:'' This file includes information in the same format that we want it to be represented in the ICI UI, so that we have a record there. The Clause Discovery is done by the AI and the status of the bulk upload is always ''Executed''.
-*''Metadata:'' This file includes the metadata of the Contract Type that you have defined and saved in the Excel format.
-−
-To perform a bulk upload:
-−
-#In a .zip folder, place the Data and Metadata Excel files along with the legacy document. Name the folder.
-#'''Click '''the ''Select Batch File ''button. Select the .zip folder.
-#'''Click '''the ''Submit'' button. A validation message ''File Updated Successfully ''is displayed.
-#'''Click''' the ''Refresh ''button to check if the validation process has begun or not. The status changes from ''Not Started'' to&nbsp;''In Progress''.
-#'''Click''' the ''Refresh ''button. The status changes to ''Needs Validation.''
-#'''Click''' the ''Validate'' button. The Excel file containing the metadata is downloaded.
-#'''Click''' the ''Finalize'' button, an AI logic is run and the value that was uploaded in the document which has been fetched is given in the Excel. It then takes the amended Excel and creates the executed contracts as a batch process from the finalized attribute values. If an incorrect file is uploaded, an error message is displayed.
-<div class="image-green-border">[[File:SP6 Discover AI Validate & Finalize.png|720px|SP6 Discover AI Validate & Finalize]]</div>
-On completion of the batch process, the status changes to ''Completed''.
-<div class="note-box">'''Note: '''You can do multiple bulk uploads simultaneously.</div>
-You can also configure the extracted Excel document to be color coded linked to the confidence level. The colors - ''Green, Yellow ''and ''Red ''denote the most, medium and least confidence levels respectively, making it easier to identify them instead of having to search through all the options.
-<div class="image-green-border">[[File:SP6 Discover AI Color Coded Clauses.png|720px|SP6 Discover AI Color Coded Clauses.png]]</div>
 '''Related Topics:'''&nbsp;[[Create_Agreement_Page|Create Agreement]] | [[Managing_US_Federal_Contracts_using_ICM|Managing US Federal Contracts using&nbsp;ICI]]&nbsp;|&nbsp;[[Discover_AI|DiscoverAI]]&nbsp;| [[Negotiate_AI|NegotiateAI]] | [[Obligation_AI|ObligationAI]] | [[Visualize_AI|VisualizeAI]]

@@ Line 2: / Line 2: @@
 = Contract Digitalization =
-ICM includes important capabilities to help you manage legacy contracts using Artificial Intelligence (AI). To manage them effectively, ICM supports:
+ICI includes important capabilities to help you manage legacy contracts using Artificial Intelligence (AI). To manage them effectively, ICI supports:
 *Converting legacy contracts (PDF and Images) into machine searchable documents
@@ Line 12: / Line 12: @@
 You can quickly find a relevant contract through powerful search on text or metadata, and analyze the presence or absence of clauses to identify hidden risks. You can also easily perform lifecycle actions such as renewal, terminate, amend and assign, as well as perform bulk actions to comply with changing regulations.
 == Create Attribute for Clause Discovery ==
-In ICM, to manage legacy contracts using AI, you need to first create an attribute Clause Discovery Type. To do so:<br/> 1. '''Click'''&nbsp;Agreements >&nbsp;''Create Agreement ''on the dashboard. The Create Agreement page opens.
+In ICI, to manage legacy contracts using AI, you need to first create an attribute Clause Discovery Type. To do so:<br/> 1. '''Click'''&nbsp;Agreements >&nbsp;''Create Agreement ''on the dashboard. The Create Agreement page opens.
-<div class="image-green-border">[[File:7.12 Adobe 01.PNG|720px]]</div> <div class="image-green-border"><br/> 2.'''Select''' ''Category''. For example, ''Default.''<br/> 3. '''Select''' ''Contract Type Name''. For example, Legacy Sponsorship Types.&nbsp;<br/> 4. '''Select&nbsp;'''''Type of Paper - Third Party''.<br/> 5. '''Click '''''Next''.<br/> 6. On the ''Attributes ''page, '''click''' ''Clause Discovery Type'' (which is a mandatory field).&nbsp;<br/> 7. '''Select''' ''Discover AI'' from the drop-down to use AI to discover the clauses.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:SP6 Discover AI.PNG|720px|SP6 Discover AI]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''Selecting the None option from the drop-down creates a regular third party Agreement.</div>
+<div class="image-green-border">[[File:7.12 Adobe 01.PNG|720px|7.12 Adobe 01.PNG]]</div> <div class="image-green-border"><br/> 2.'''Select''' ''Category''. For example, ''Default.''<br/> 3. '''Select''' ''Contract Type Name''. For example, Legacy Sponsorship Types.&nbsp;<br/> 4. '''Select&nbsp;'''''Type of Paper - Third Party''.<br/> 5. '''Click '''''Next''.<br/> 6. On the ''Attributes ''page, '''click''' ''Clause Discovery Type'' (which is a mandatory field).&nbsp;<br/> 7. '''Select''' ''Discover AI'' from the drop-down to use AI to discover the clauses.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:SP6 Discover AI.PNG|720px|SP6 Discover AI]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''Selecting the None option from the drop-down creates a regular third party Agreement.</div>
 . '''Click&nbsp;'''''Select File'' in the ''File Path''. You can select a PDF or .docx legacy file which you want to be discovered.&nbsp;
 <div class="image-green-border">[[File:SP6 FR Discovery 11.png|720px|SP6 FR Discovery 11]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:'''&nbsp;<br/> - Using AI, there will be a mapping of the attributes that you want to get discovered from the selected legacy file. For example, if the uploaded file with a Contract Value, that value will get discovered and populated in the Contract Value field.&nbsp;<br/> - The attributes that you want to be discovered can also be configured.</div>
@@ Line 29: / Line 30: @@
 *The selected option which comes from Discover AI is then filtered in the Masterdata entities and when accepted, the selected value gets added to the Lookup (metadata field) on the ''Metadata Discovery'' tab of the ''Details ''page.
 <div class="image-green-border">[[File:Lookup Attribute 2.png|720px|SP7 Lookup Attribute 2]]</div>
-.&nbsp;'''Click '''the ''View potential matching value''s icon. The best potential matching values, based on the confidence level (3 being the highest confidence level) are displayed. A popup opens which displays the values fetched from the legacy file. (For example: Icertis solution).&nbsp;<br/> 13.&nbsp;'''Click''' ''Show More ''to display all the other relevant matches. You can select a value from this list.&nbsp;<br/> 14.&nbsp;'''Click '''''Save'' to save to the database of ICM or '''click''' ''Save As'' to save to the AI database.<br/> A popup Data has been saved successfully is displayed.<br/> 15.&nbsp;'''Click''' the ''Clause Discovery'' tab.&nbsp;
+.&nbsp;'''Click '''the ''View potential matching value''s icon. The best potential matching values, based on the confidence level (3 being the highest confidence level) are displayed. A popup opens which displays the values fetched from the legacy file. (For example: Icertis solution).&nbsp;<br/> 13.&nbsp;'''Click''' ''Show More ''to display all the other relevant matches. You can select a value from this list.&nbsp;<br/> 14.&nbsp;'''Click '''''Save'' to save to the database of ICI or '''click''' ''Save As'' to save to the AI database.<br/> A popup Data has been saved successfully is displayed.<br/> 15.&nbsp;'''Click''' the ''Clause Discovery'' tab.&nbsp;
 <div class="image-green-border">[[File:SP6 FR Discovery 13.png|SP6 FR Discovery 13]]</div> <div class="image-green-border">&nbsp;</div>
 You can sort a long list of discovered clauses that are mapped to Attributes in following two ways, allowing you to quickly focus on specific items that match your sort criteria:
@@ Line 48: / Line 49: @@
 *''Not Identified:'' displays clauses that are present in the discovered clauses list, but are not identified. You can preview and confirm these later, if needed.
 *''Relevance Score:'' A relevance score of 80&nbsp;% indicates that it is an 80% match.
 </div> <div class="image-green-border">16.&nbsp;'''Select''' ''Track Deviation'' if you want to perform deviation analysis on a clause. This opens the ''Add Text ''popup.<br/> 17.&nbsp;'''Click''' M''ore / Compare''. ''Show More'' displays more options. ''Compare'' allows you to compare both sides.&nbsp;<br/> 18.&nbsp;'''Click '''''Confirm''. A deviation analysis is done.</div> <div class="image-green-border">19.&nbsp;'''Click '''''Finish''. The deviation logic is complete only on clicking the ''Finish ''button. The Deviation count will change to 1 on the ''Deviation''s tab. The regular deviation process continues hereon.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:SP6 Discover AI Finish.PNG|720px|SP6 Discover AI Finish]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
-−
 == Downloading Matched Clauses to Excel ==
@@ Line 60: / Line 60: @@
 *Status – this is the status in the AI. For example, ''Confirmed''.
-[[File:SP6 Discover AI Clause Categories in Excel.png|720px|SP6 Discover AI Clause Categories in Excel]]<br/> &nbsp;
+[[File:SP6 Discover AI Clause Categories in Excel.png|720px|SP6 Discover AI Clause Categories in Excel]]<br/> &nbsp; </div>
 </div>
 == Complete end-to-end processing including Validation,&nbsp;Upload/Create Contract (Web) ==
@@ Line 68: / Line 68: @@
 For a bulk upload, you need to create the following two Excel files:
-*''Data:'' This file includes information in the same format that we want it to be represented in the ICM UI, so that we have a record there. The Clause Discovery is done by the AI and the status of the bulk upload is always ''Executed''.
+*''Data:'' This file includes information in the same format that we want it to be represented in the ICI UI, so that we have a record there. The Clause Discovery is done by the AI and the status of the bulk upload is always ''Executed''.
 *''Metadata:'' This file includes the metadata of the Contract Type that you have defined and saved in the Excel format.
@@ Line 91: / Line 91: @@
 &nbsp;
-'''Related Topics:'''&nbsp;[[Create_Agreement_Page|Create Agreement]] | [[Managing_US_Federal_Contracts_using_ICM|Managing US Federal Contracts using&nbsp;ICM]]&nbsp;|&nbsp;[[Discover_AI|DiscoverAI]]&nbsp;| [[Negotiate_AI|NegotiateAI]] | [[Obligation_AI|ObligationAI]] | [[Visualize_AI|VisualizeAI]]
+'''Related Topics:'''&nbsp;[[Create_Agreement_Page|Create Agreement]] | [[Managing_US_Federal_Contracts_using_ICM|Managing US Federal Contracts using&nbsp;ICI]]&nbsp;|&nbsp;[[Discover_AI|DiscoverAI]]&nbsp;| [[Negotiate_AI|NegotiateAI]] | [[Obligation_AI|ObligationAI]] | [[Visualize_AI|VisualizeAI]]

@@ Line 15: / Line 15: @@
 In ICM, to manage legacy contracts using AI, you need to first create an attribute Clause Discovery Type. To do so:<br/> 1. '''Click''' the ''Create Agreement ''tile.
-<div class="image-green-border">[[File:SP6 FR Discovery 8.png|720px|SP6 FR Discovery 8]]</div> <div class="image-green-border"><br/> 2.'''Select''' ''Category''. For example, ''Default.''<br/> 3. '''Select''' ''Contract Type Name''. For example, Legacy Sponsorship Types.&nbsp;<br/> 4. '''Select&nbsp;'''''Type of Paper - Third Party''.<br/> 5. '''Click '''''Next''.<br/> 6. On the ''Attributes ''page, '''click''' ''Clause Discovery Type'' (which is a mandatory field).&nbsp;<br/> 7. '''Select''' ''Discover AI'' from the drop-down to use AI to discover the clauses.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:SP6 Discover AI.PNG|720px|SP6 Discover AI]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''Selecting the None option from the drop-down creates a regular third party Agreement.</div>
+<div class="image-green-border">[[File:SP6 FR Discovery 8 gr actions.png|720px|SP6 FR Discovery 8]]</div> <div class="image-green-border"><br/> 2.'''Select''' ''Category''. For example, ''Default.''<br/> 3. '''Select''' ''Contract Type Name''. For example, Legacy Sponsorship Types.&nbsp;<br/> 4. '''Select&nbsp;'''''Type of Paper - Third Party''.<br/> 5. '''Click '''''Next''.<br/> 6. On the ''Attributes ''page, '''click''' ''Clause Discovery Type'' (which is a mandatory field).&nbsp;<br/> 7. '''Select''' ''Discover AI'' from the drop-down to use AI to discover the clauses.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:SP6 Discover AI.PNG|720px|SP6 Discover AI]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''Selecting the None option from the drop-down creates a regular third party Agreement.</div>
 . '''Click&nbsp;'''''Select File'' in the ''File Path''. You can select a PDF or .docx legacy file which you want to be discovered.&nbsp;
 <div class="image-green-border">[[File:SP6 FR Discovery 11.png|720px|SP6 FR Discovery 11]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:'''&nbsp;<br/> - Using AI, there will be a mapping of the attributes that you want to get discovered from the selected legacy file. For example, if the uploaded file with a Contract Value, that value will get discovered and populated in the Contract Value field.&nbsp;<br/> - The attributes that you want to be discovered can also be configured.</div>