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Review with AiDA

Review up to 20 documents at a time with AiDA, provide a prompt to analyse the contents; run a review across key contracts, flags issues to fix or disclose highlights what's important to you.

Written by Madeline Saunders

Review with AiDA turns the documents a reviewer selects into a grid: one row per document, one column per question, and every answer linked to the page it came from. It runs inside the data room, respects document permissions and is recorded for audit.

Select up to 20 documents from the Document Index and ask up to 5 questions (columns) of all of them at once. Note these documents must already be uploaded to your document index and be enabled to be selected for your review.

VIDEO for review with AiDA

Step 1: Log in to the Ansarada Data Room

  • Log in at os.ansarada.com

Step 2: Locate Review with AiDA

  • You can find AiDA smart review in either Manage Documents or Document Index. On the top right toolbar of the screen next to the "Actions" tab, you will see "Review with AiDA".

Step 3: Begin a new review or view an existing one

  • To get started with a new review, click "Add review"

  • To view an existing one, click into the necessary one on your list.

Step 4: Select your Documents

  • Select up to 20 files for your review.

Step 5: Create your analysis queries

  • Create your column and associated prompt.

  • Provide a column name e.g. "Change of control"

  • Fill out your prompt e.g. "Does the document contain a change-of-control provision?

  • Confirm your column format e.g. "Text"

Step 6: Confirm and add more queries

  • Once you've entered your prompt, select Add column.

  • You can now add up to 5 columns in total.

Step 7: Begin your review

  • Click to review all prompts across your files in one go.

  • Or click to run one of your prompts at a time across all documents selected.

Step 8: Review your answers

  • Click into a cell to see your answer, including AiDA's reasoning, links to the page and exact passage from your content.

Step 9: Flag or Verify your answers

  • Upon review of your answers you can either flag these as a risk, or verify them by clicking the appropriate buttons.

Step 10: Extend your review

  • If you need to add columns later on, simply return to your review and click add column for further analysis.

FAQs

I can see other users reviews, why is that?

You'll be able to see all the reviews for any other user in your team. This allows you to see other key analysis, risks etc from your team.

Why are some files greyed out and I can't select them for my review?

Only enabled files can be used for your review, please enable them in your Document Index to continue.

Why can't I select certain files?

Only PDF files are eligible for review and must have their OCR completed on upload (this happens automatically but may take a little time to complete).

Can I change my prompt?

Once you have created your prompts and run a review it is not possible to edit or delete columns or prompts.

Why can't I see the "Review with AiDA" button?

This feature is in our Beta release and will only be shown to a limited amount of users in our first release. If you'd like access then please contact us through live chat or email.

Can I export this table to excel?

Yes, but only administrators can export to excel.

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