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[New] How to use contract review (Word Add-in)

Updated over 2 weeks ago

This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.

Overview

For an overview of each feature, please see: Review: Overview and how to use it


Steps to use contract review in the Word Add-in

1. Upload the contract

  1. Open your contract file (.docx format) in Word.

  2. Click Home → LegalOn Add-in.

  3. Select the workspace/folder and contract status, then click Start review.

2. Run the contract review

Contract Review

  • On the Contract Review screen, review or set the contract type, your company’s position, etc., then click Start review.

Troubleshooting
If the Contract review menus do not appear, check your add-in version and permissions.

💡 Info

To review other contracts that have already been uploaded to LegalOn, open Contract list, filter for the file, open it in Word, launch the add-in, and repeat this step.

3. Filter by Alert Importance level

Use filters to narrow down alerts by importance to focus on the most important issues.
See: How to view contract review results – Filter by importance levle.

4. View Alert details

Click an alert to jump to its position in the contract text.
Click Show Details to see recommended revisions, sample clauses, and background information.
See: How to view contract review results

5. Edit the contract

Edit the contract text as needed based on the alert content.

6. Track your review progress

Mark items as completed as you review and edit them. Your progress will be saved even if you close the screen.

7. Upload the revised contract

Once you have reviewed all alerts and made necessary edits, upload the revised contract as the latest version in LegalOn.

⚠️ Notes

Some functions are only available in the browser version. For details, see: Differences between LegalOn browser version and Add-In version.

💡 Info

  • Alerts are generated based on the pre-edit version of your contract.
    To display updated alerts after editing, upload the file as the latest version and run the check again.

  • You can review multiple versions as needed for comparison.


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