This article explains how to check and understand your results in the Vault Projects view.
Requirements
See the "Requirements" section in How to Use Vault Projects.
Reviewing Vault Projects results
Vault Projects results (views) created using the steps in How to Run Vault Projects are displayed in a table format, with each row showing the analysis results for that specific file.
The view displays the following fields:
| Field | Description |
a | File name | Shows the file name of the contract. Click it to open the file details screen in a new tab. |
b | Contract title | Shows the title of the contract. Click it to view the contract title and text on the right side of the screen. |
c | Analysis field | Shows your analysis fields and results. Click a field to view the results and contract text on the right side of the screen. Note: If the output format is set to "Multiple Selection," multiple results will be separated by commas (,). |
đĄInfo:
Go to [Vault] â [Vault Projects] and click [{View Name} â¨] in the top-left corner to check your past views.
You can also add columns to your analysis view using display fields from the [Vault Repository] list. See How to Manage Vault Projects Results to learn how to add them.
Downloading analysis results
1. Click the download icon in [Vault Projects].
2. Click [Export].
Once the export is complete, you will receive a confirmation email. Click [Download] within the email body to download the Excel file (.XLSX format).
Subject: [LegalOn] Ready for download: Vault Project From: LegalOn <no-reply@legalon-cloud.com> |
đĄInfo:
The following fields will be downloaded:
File name
Contract title
Custom fields
Counterparty
Document type
Document stage
Assignee
Contract status
Signing date
Effective date
Termination date
Auto-renewal
Non-renewal notice deadline
Transaction amount
Added by
Notes
ID
Location
Date added
Contract type & position
Internal party
Language
Target file URL
Troubleshooting:
If you receive an email saying "[LegalOn] Failed to export Vault Projects results": You may have lost access permissions to one or more target files included in the analysis view while the download was processing . Please request access from a user who holds Administrator or IT Administrator permissions.
Sharing analysis results
Analysis results (views) can be shared with all users within your tenant.
Copy and paste the URL from the address bar of the [Vault Projects] screen to share it internally.
Once a shared view's URL is opened, it will be automatically added to your list of views. To check views that have been shared with you in the past, click [{View Name} â¨].
đĄInfo:
ăťFor shared views, only the user who originally shared the view can rename analysis fields or add, edit, and delete field content. Users with whom the view is shared cannot perform these actions.
ăťAll users within the tenant can customize the display fields of a shared view (showing/hiding fields, reordering columns, and adjusting or pinning column widths). For setup steps, see How to Manage Vault Projects Results.