Review paperwork

Review contracts and risk signals

Use contract summaries and extracted terms to decide what to read more closely.

2 min read

Review a contract

  1. Upload a contract or rental agreement from Documents and wait for processing.
  2. Open the record and review Contract review, including any available obligation, renewal, or clause details.
  3. Check important wording and dates against the original file. Add any missing dates or follow-up actions to PaperPilot.
  4. To review several records together, open Reports and choose the contract-risk view.