The Contract Tools Pane

You can use the controls in the Contract Tools pane to navigate and manage provisions, defined terms, and other items in your document. To show the Contract Tools pane, click the Contract Tools Pane button in the Contract Tools ribbon tab; see The Contract Tools Ribbon Tab to learn more.

To learn about Go to
Performing actions and navigating based on items you select The Context Button; the Previous and Next Buttons
Views within the Contract Tools pane Contract Tools Pane Views
Using the contents of views to share or create content Copying and Pasting the Contents of Views
Viewing a list of potential issues in your document The Issues Pop‑Up Menu
Updating information in the Contract Tools pane The Analyze Button

To troubleshoot problems with showing the Contract Tools pane, see The Contract Tools Pane Won’t Appear. To troubleshoot problems with black boxes appearing in the Contract Tools pane, see The Contract Tools Pane Appears with Black Shapes; Highlighting and Underlining Are Misplaced.

The Context Button; the Previous and Next Buttons

The Context button and the Previous and Next buttons appear at the top of the Contract Tools pane. What these buttons do depends on what you select in your document. You can select an item in your document by clicking or by setting the insertion point (cursor) using the arrow keys.

When you select this You can use the Context button to do this And the Previous and Next buttons to go to this To learn more, go to

Defined terms

Go to where the defined term is defined; show where it’s defined in a new window; show it in the Defined Terms view

Instances of the defined term

Working with Defined Terms

Cross-references

Convert the cross-reference to a field; go to what it refers to; show what it refers to in a new window; show it in the Cross-References view

Cross-references to the same item

Working with Cross-References

Drafting errors

Ignore the drafting error; show it in the Drafting Errors view; undo ignoring

Instances of the same kind of drafting error

Proofreading Documents

Placeholders

Show the placeholder in the To‑Dos view

Other placeholders

Finding To‑Dos

Ancillaries

Show the ancillary in the Ancillaries view

Other ancillaries

Working with Ancillaries

Amounts of money, durations, dates, and times of day

Search for similar items in the Search view

Similar items

Finding Numbers, Amounts of Money, and Dates and Times

Other text

See the name of the part of the document you’ve selected

When you can do more than one action with a selection, an arrow appears to the right of the Context button, and you can click the arrow to choose an action.

Contract Tools Pane Views

You can use views within the Contract Tools pane to navigate provisions, manage drafting errors, find text, and more. To show a Contract Tools pane view, click one of the buttons at the top of the Contract Tools pane.

You can also use the buttons in the Contract Tools ribbon tab; see The Contract Tools Ribbon Tab to learn more.

As an alternative to buttons, you can use a pop‑up menu to show Contract Tools pane views. To do this, click the Preferences button at the top of the Contract Tools pane, and then use the “Show views using” buttons below Contract Tools Pane.

To show a second Contract Tools pane view, click the arrow at the bottom right of the Contract Tools pane.

As you work with views in the Contract Tools pane, you may want to switch back to your document using your keyboard instead of your mouse or trackpad. To do this, press the Esc (Escape) key.

To learn about this view Go to
Provisions Managing Provisions
Defined Terms Managing Defined Terms
Cross-References Managing Cross-References
Related Items Finding Related Items
Drafting Errors Managing Drafting Errors
To‑Dos Finding To‑Dos
Ancillaries Working with Ancillaries
Search Finding Text
Snippets Working with Snippets
Analysis Settings

Saving Analysis Settings

Analyzing Tables

Finding Defined Terms

Checking for Drafting Errors

Preferences Setting Preferences
Subscription

Updating Contract Tools

Deactivation, Subscription Management, and Uninstalling

Copying and Pasting the Contents of Views

You can copy the contents of some Contract Tools pane views to the Windows clipboard, and then paste this content elsewhere. This is useful for sharing content with others and for creating new content. Here are examples:

Copy and paste the contents of this view To create this To learn more, go to

Provisions

A table of contents

Working with Provisions

Defined Terms

An index of defined terms

Working with Defined Terms

Drafting Errors

A list of potential problems

Proofreading Documents

To‑Dos

An issues list or a to‑do list

Finding To‑Dos

Ancillaries

A list of ancillaries

Working with Ancillaries

Search

Lists of words and phrases, amounts of money, dates, and so on

Finding Text

To copy all of a view’s contents, choose the Copy command from the Action pop‑up menu in the view. To copy part of a view’s contents, use the Filter field at the bottom of the view before copying. To include page numbers when you copy, choose “Copy with Page Numbers” from the Action pop‑up menu.

Note: Copying with page numbers may take several seconds.

To paste in many Windows applications, press Control‑V. What you paste depends on the application you’re using:

  • In rich text editors (like an email in Outlook or a document in Word), you paste rich text.

  • In spreadsheet applications (like Excel) and plain text editors (like Notepad), you paste tab-separated values.

When you paste the contents of the Defined Terms view or the Ancillaries view as rich text, use counts are not included. When you paste the contents of these views as tab-separated values, use counts are included.

To learn about Contract Tools pane views, see Contract Tools Pane Views.

The Issues Pop‑Up Menu

You can use the Issues pop‑up menu at the bottom of the Contract Tools pane to see a list of the following items:

To learn more about an item in the Issues pop‑up menu, choose an item from the menu. To choose which items appear in the Issues pop‑up menu, click the Preferences button at the top of the Contract Tools pane, and then select or deselect the Issues Pop‑Up Menu checkboxes.

The Analyze Button

You can click the Analyze button at the bottom of the Contract Tools pane to update Contract Tools’ analysis. To learn about other ways to update Contract Tools’ analysis, see Updating Analysis. To learn general information about how Contract Tools analyzes your document, see Analyzing Documents.