How to add complementary information to my summary sheet?

DiliTrust automatically creates a summary sheet, which may differ depending on the type of contract to which it is attached. The summary sheet is used to summarize key information about your contracts. 

To find out more about completing the summary sheet and how to label your contract information on your summary sheet, see the dedicated article. 

Artificial Intelligence will identify the information required in your contracts to complete the summary sheet. However, it's possible that a key piece of information is missing from the summary sheet, and you'd like to add it, but it doesn't fit into any of the predefined information fields. 

In these cases, you can manually enter the information on the summary sheet. If it is not already present on the summary sheet, an 'Other Information' section will appear. 

To enter information manually, there are 2 possible cases. 

In this article, we'll look at what you need to do if : 

• The AI has captured the information 
• The AI has not captured the information 

The AI has captured the information

The information appears orange in the contract: 

• Click on the information in the contract; 
• The AI will suggest an attribute type: 
  • It's the right attribute, click on it to confirm 
  • It’s the wrong attribute, enter the correct one  

• Check that the attribute is correctly indicated on the summary sheet and that the information now appears in green on the contract. 

AI has not captured the information

• Search the contract for the information you wish to add to the summary sheet. 
• Select the relevant information in the contract by highlighting it; it will appear purple. 
• Enter the corresponding information; 
• Select the field to which the information is attached on the summary sheet; 
• The information is automatically added to your summary sheet and turns green as validated information.