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
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
Using the Context button to navigate defined terms and cross-references, ignore drafting errors, and more The Context Button
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 black boxes appearing in the Contract Tools pane, see The Contract Tools Pane Appears with Black Shapes; Highlighting and Underlining are Misplaced.

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, use the pop‑up menu at the top of the Contract Tools pane.

To learn about this view Go to
Provisions Navigating 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
Preferences Setting Preferences

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

You can use the Assistant view to show a second Contract Tools pane view. To show the Assistant 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 by using your keyboard instead of your mouse or trackpad. To do this, press the Esc (Escape) key.

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

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, dates, monetary amounts, and so on

Finding Text

To copy the entire contents of a view, click the Copy button at the top right of a view. To copy part of a view’s contents, use the Filter field at the bottom of a view, and then click the Copy button. 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.

You can include page numbers when you copy the contents of Contract Tools pane views. To do this, choose Preferences from the pop‑up menu at the top of the Contract Tools pane to show the Preferences view, and then select the “Include page numbers when copying” checkbox.

Note: Copying page numbers may take several seconds.

The Context Button

The Context button appears at the top of the Contract Tools pane to the right of the Back and Forward buttons. The Context button changes based on what you select in your document. You can select items in your document by clicking them or by setting the insertion point (cursor) using the arrow keys.

When you select this You can use the Context button to do this To learn more, go to

Defined terms

Go to where the defined term is defined; show uses of the defined term in the Defined Terms view

Working with Defined Terms

Cross-references

Convert text in the cross-reference to an automatically updating Word field; go to what the cross-reference refers to

Working with Cross-References

Drafting errors

Ignore the drafting error; undo ignoring

Proofreading Documents

Ancillaries

Show the ancillary in the Ancillaries view

Working with Ancillaries

Other text

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

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

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, choose Preferences from the pop‑up menu at the top of the Contract Tools pane to show the Preferences view, 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 Contract Tools’ Analysis. To learn general information about how Contract Tools analyzes your document, see Analyzing Documents.