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Redline Comparison Tool
Include the ability to compare redlines. Currently the chat will analyze all the text on the page and not distinguish between edited texts and redlines. Customers have requested an additional layer of AI analysis when comparing redlines/track changes on the page.
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1
Edit AI Recommendations
Include the ability to EDIT AI recommendations before they are added as track changes in a document. For example, if the chat suggests an edit, customers have asked for the ability to refine that before it is added into the document.
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1
Duplicate Playbooks & Edit AI Prompt
Customers have asked for the ability to duplicate a playbook so they can refine the prompt or edit down certain rules if they're happy with the ones they've already created. Also they have asked for the ability to edit the original prompt if it's not 100% of the way there but they don't want to re-generate the playbook.
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1
REDLINE / REVIEW Complete Button (before signing)
When a counterparty is granted access there's no way for the original sender to know they are done with redlines. We need a clean way for them to inform the sender that they are done with edits. Note: tagging them doesn't work.
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1
Duplicate Templates
Add the ability to duplicate workflow templates (especially for tasks) so customers don't have to start from scratch.
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1
Add documents to launched workflow
Some situations require additional documents (such as HR verification) once a workflow has been launched. Customers want to be able to have counterparties add/upload additional documents if necessary.
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2
Filter Option in Report
I'd love an option to filter option of "does not contain". A lot of AI reports start with "document does not contain" and I'd love a way to quickly filter those out as it's just telling me the contract doesn't contain what I'm asking.
2
1
Convert PDF to Aline Doc
Currently playbooks and the AI chat work with PDFs but we can't convert PDFs to editable Aline drafts to redline.
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2
Live Sync for Repository
Customers ask for live sync from gdrive, sharepoint, dropbox, etc. to and from their original repository.
1
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in progress
2
Export AI Playbook results in table format
Add an ability to export the results/redline recommendations of an AI Playbook run to a table. Ideally, a user could click to create an Aline document that includes a table with the rule, explanation, and recommended edits (track changes).
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3
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