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Agiloft Contract Assistant for Word

Agiloft is available as an add-in for Microsoft Word. This feature allows you to import and export data between your KB and a .docx document using an Agiloft-built add-in for Microsoft Word.  The app was created to draft, import, negotiate, and analyze text found within both new and existing contract documents. Once deployed, the Agiloft icon appears on the far right side of the ribbon in Word.

A few notes about the app:

  • When you open a file that contains a contract document in Word, you can manually use the app to extract clauses and key terms from the document, or do so automatically if you have AI enabled. 
  • After the clauses and key terms have been identified, you can send them directly to your  Agiloft KB where they get stored as records.
  • You can use the app to directly add vetted clauses from your KB to the contract document, or from a vetted contract document in the Clause Library.
  • The app is primarily used with contract documents, and should only be used with .docx files. PDF files can cause errors, and handwritten or scanned files also cause errors.

Legacy Notes

Depending on your version of Agiloft, your system may require updates in order to run the app correctly. Speak to your Agiloft resource to get your system properly prepared for use with the app. Your system may also refer to "key terms" and the "Key Terms" table as "metadata" or the "Metadata Tags" table, but functionality remains the same.


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