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.
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.
- For information about how to configure the Word add-in, visit Configuring the Agiloft Contract Assistant for Word.
- For information about how to install the Word add-in once it's been configured, visit Installing the Agiloft Contract Assistant for Word.
- For information about how to use the Word add-in once it's been installed, visit Using the Agiloft Contract Assistant for Word.
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.