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Run PDF files through contract risk checks and compliance checks

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Written by LegalOnサポートチーム
Updated over 3 weeks ago

This document has been generated with machine translation.


This section describes how to directly perform contract risk checks and compliance checks on PDF files.

This feature allows you to perform contract risk checks and compliance checks on PDF files directly within LegalOn without converting them to Word.

*This feature is for alert confirmation only. If you wish to save the contract text on LegalOn, refer to " Converting PDF Files to Word Files ".

What is Contract Risk Check/Compliance Check?

Please refer to the following help pages for each:

Usage Conditions

User type

  • LegalOn Alert

    • Japanese Document Type

      • Review: Pro/Standard

    • English Type

      • Users assigned to both of the following User types

        • Review: Pro/Standard

        • Universal assist Standard

  • Playbook Alert

    • Review: Pro/Standard (Playbook)/Basic (Playbook)

Access Permissions

  • Administrator

  • Editor

File Requirements

  • File Format: PDF File (.pdf format)

  • Maximum File Size: Approximately 10MB

Important Notes for Use

This feature has several limitations. Functions not currently available will be added in future updates.

Limitations on Available Features

  • The "Company Template Playbook" cannot be used with this feature.

  • Contract risk checks/compliance checks results can only be downloaded in Excel format. Downloading in Word format is not possible.

Save Restrictions

Display Restrictions

  • For "Compliance Checks," clicking an alert will not highlight or automatically move to the relevant section in the main text. Therefore, we recommend downloading the check results in Excel format to identify areas requiring revision.

  • Image PDFs (scanned paper documents) will not highlight or automatically move to the relevant section in the text when you click an alert.

  • Even with text PDFs (data converted from Word files, etc.), highlighting may be misaligned in the following cases:

    • When the PDF display's reading accuracy fails to identify the relevant section in the document

    • When multiple identical strings exist in the alerted contract text

Performance Limitations

  • After clicking an alert, highlighting/auto-move to the relevant section in the contract text may take approximately 3 to 20 seconds.
    *For contracts exceeding 50 pages, it may take over 20 seconds.

  • Files with a large number of pages may experience increased reading load and Error.

Running PDF files through Contract Risk Check/Compliance Check

2. Click the file

3. Click [Review] (PDF icon) in the upper-right corner of the file Details screen or click [V] → [Review PDF]

4. Check [LegalOn Alert], select [Contract Type] and [Company Position], then click [Check].

5. Refer to the following help page to review each check result

Note

  • If you have not clicked [Convert to Word File for Review], the editor-related functions described within each help page in Step 5 will not be available.

  • Contract Risk Check / Compliance Check results can only be downloaded in "Excel format". Downloading in "Word format" is not possible.

Change the default button to be displayed

Click [V] → [Change Default] in the upper-right corner of the file Details screen to switch the default displayed button to either [Review PDF] or [Convert to Word].

Important Notes

The [Change Default] setting is saved in the browser you are using. Therefore, the setting will not be carried over to other browsers or computers. Additionally, clearing your browser cache will reset the setting.

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