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Agiloft Contract Assistant for Word

Agiloft is available as an add-in for Microsoft Word. This new add-in is called the Agiloft Contract Assistant, or ACA. This feature allows you to integrate an Agiloft KB with Microsoft Word, meaning you can import and export data between your KB and a .docx document in Microsoft Word directly. You can use the Agiloft Contract Assistant with or without AI enabled. The ACA was created to draft, import, negotiate, and analyze text found within both new and existing contract documents. Once deployed, the ACA appears on the far right side of the ribbon as a large A icon.

Depending on your version of Agiloft, you may need various updates in order to run the add-in correctly. Speak to your Agiloft resource to get your system properly prepared for use with the ACA. 

If your KB includes clauses, or you'd like to begin working with clauses, work with your Agiloft resource to configure the ACA to work with either an existing or new Clause Library. Your resource will be able to configure the ACA to use the Insert Library Clause feature, compare clauses in the Contract to your preferred clauses, or generate markup versions of clause text when the clause text is updated in the body of the contract document. Currently, these features are not functional by default in the standard system.

The add-in is primarily used for analyzing Contract documents, and should only be used with .docx files. PDF files can cause errors, and handwritten or scanned files also cause errors. When you open a file that contains a Contract document in Word, you can use the new ACA to extract clauses and key terms from the document if you have AI enabled. You can also manually identify clauses and key terms yourself, which does not require AI. 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 also use the ACA to directly add vetted clauses from your KB to the Contract document.

Before you can begin using the ACA, you must properly configure it with your KB. This ensures that the ACA knows the correct tables and fields for pushing and pulling data. You can configure the ACA by visiting the Setup gear icon in the top-right corner > Integration and then clicking Configure under Word Add-in. After configuring the ACA with your KB, you can generate a manifest file on the final tab of the configuration wizard. This manifest file is used to install a version of the ACA that is directly compatible with your KB.

The Analyze Document button only appears if AI has been enabled. If you previously did not have AI enabled and would like to use AI with the ACA, enable AI by following Setup > Integration > Deploy AI. Return to the Word Add-in configuration wizard and fill out the AI Clauses fields. You do not need to download and install a new manifest file for the AI changes to appear in the ACA. For more information on enabling AI, visit Artificial Intelligence.