The Contract Tools Pane

You can use the Contract Tools pane to do a variety of tasks. 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 an item 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 problems	The Issues Pop‑Up Menu
Updating information in the Contract Tools pane	The Analyze Button

To troubleshoot problems with the Contract Tools pane, see The Contract Tools Pane Won’t Appear and The Contract Tools Pane Appears with Black Shapes; Highlighting Is 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 term	Go to where it’s 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-reference	Convert it 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 error	Ignore it, show it in the Drafting Errors view, undo ignoring	Instances of the same kind of drafting error	Proofreading Documents
Placeholder	Show it in the To‑Dos view	Other placeholders	Finding To‑Dos
Ancillary	Show it in the Ancillaries view	Other ancillaries	Working with Ancillaries
Amount of money, duration, date, time of day	Find 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.

In addition to using the Context button and the Previous and Next buttons to work with items you select, you can highlight items based on what you select; see Highlighting Content to learn more.

Contract Tools Pane Views

You can use views in the Contract Tools pane to navigate provisions, find defined terms, manage drafting errors, search for words and phrases, and more.

Here are ways to show views in the Contract Tools pane:

Click one of the buttons at the top of the Contract Tools pane. From left to right, these buttons show these views: Provisions, Defined Terms, Cross-References, Related Items, Drafting Errors, To‑Dos, Ancillaries, Search, Snippets, Analysis Settings, Preferences, and Subscription.
Use the buttons in the Contract Tools ribbon tab; see The Contract Tools Ribbon Tab to learn more.
To show a second 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 many 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	Table of contents	Working with Provisions
Defined Terms	Index of defined terms	Working with Defined Terms
Drafting Errors	List of potential problems	Proofreading Documents
To‑Dos	Issues list, to‑do list	Finding To‑Dos
Ancillaries	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 and 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 potential problems.

The Issues pop‑up menu shows this	To learn more, go to
Unused defined terms, defined terms used once	Working with Defined Terms
Cross-references to unknown items	Working with Cross-References
Drafting errors	Proofreading Documents
To‑dos	Finding To‑Dos

Choose an item in the Issues pop‑up menu to learn more about it. 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 use the Issues Pop‑Up Menu controls.

The Analyze Button

Click the Analyze button at the bottom of the Contract Tools pane to update Contract Tools’ analysis, and click the arrow next to the Analyze button to choose whether Contract Tools analyzes all or part of your document; see Updating Analysis and Analyzing Part of a Document to learn more. To learn general information about analysis, see Analyzing Documents.