Update Contracts User Guide (for Versions 2026.1 and Later)

Change Summary

Overview

Transform Copilot is a powerful tool that surpasses the legacy Intelligent Contract Ingestion (ICI) with advanced capabilities. It significantly speeds up Contract setup time by streamlining the intake of federal Contracts, Subcontracts, and Purchase Orders.

Audience

• Contracts Suite Users

Prerequisites

• Ensure that TechnoMile's Contracts Suite is already installed and configured. The version of this package must be 2026.1 or higher.

Using the Update Contract (TC) Button

The Update Contract (TC) option allows users to efficiently update existing Contract details using the Transform Copilot extracted data. To update a Contract:

1. Navigate to Contracts in Microsoft Dynamics, which may be labeled as TechnoMile Contracts or similar based on your organization’s settings.

2. Click Update Contract (TC).

   NOTE

   The Update Contract (TC) button is visible only when a Contract is in the Draft or Review Status.

   

   NOTE

   If you attempt to update a Contract record where Periods of Performance (POPs), CLIN/SLINs, or Contract Clauses are already set up, a message will display. This restriction is in place to prevent duplicates.

3. Click Next.
   

4. Drag-and-drop an updated Contract document (PDF file) into the File Upload window or click Browse Files to select a document.

5. Ensure the Save a copy of the document to the Contracts record checkbox is selected if you want to save a copy of the document to the corresponding Contracts record.

6. Click Submit.
   
   A confirmation message displays.

   

   An email confirmation is also sent to the user, indicating that the ingest process has started, followed by another email once the extraction and validation process is completed.

7. You can check the Job Processing Status on the Transform Copilot Jobs tab. Note that once a document is successfully processed, its Status displays as Finished.

8. Click Open Wizard to view the updated Contract details.

Update Contract Details

Contract Header Details

The Contract Header Details consist of several key components for Contract review and validation.
On the left panel, the Document Preview displays the Contract being processed, with AI-extracted fields highlighted in different colors. You can zoom, reset zoom, navigate to first and last pages, jump to a specific page by entering its number, or open the PDF for a full view.

On the right panel, the Fields Extracted and Fields Modified indicate the total number of fields identified by AI and how many fields have changed based on AI extraction, respectively. The Old Value (Existing) verses New Value (Extracted) comparison shows the previously recorded Contract details (Old Value) and the AI-extracted data for review (New Value). The Override checkbox in the far-right column allows you to replace Old Value (Existing) with New Value (Extracted) when corrections are needed.

NOTE

By default, blank Old Value (Existing) fields are pre-selected for override if a corresponding New Value (Extracted) is available.

Click Update Contract to save the reviewed/updated Contract Header Details and link it to the Contract record.

POP

Update POPs by adjusting its dates, remarks, adding missing periods, and removing unnecessary entries. In most cases, all Start and End Dates for POPs are auto-populated. You can filter your view using Search by Period Name for specific POPs. However prior to proceeding further, ensure that you enter Start and End Dates for POP dates that are blank.

1. Click Create POP(s) to finalize the POPs and link it to the Contract record.

   IMPORTANT

   You must be cautious during updates as your CRM data is not visible in the Wizard.

2. Alternatively, you can click Skip above to omit both POPs and CLIN/SLINs updates and go directly to Contract Clauses updates. This avoids redundancies in data and duplicate record creation, if related data is already present in the CRM. Thereafter, a confirmation message will display.

3. Click OK.
   

4. You can click Save as Draft to save your current progress without creating POP records, allowing you to return and complete this step later. For more information on how Save as Draft works, refer to Save as Draft.

Save as Draft

Save as Draft allows you to pause your progress in the Wizard and resume it later without losing your work. When you reopen a saved draft, the Wizard takes you back to the last screen you were on and retains any manual changes made in that stage. For example, if you manually add, edit, or remove POPs in the current stage, those changes will be retained when you save the Wizard as a draft.

The Save as Draft option is available in the POPs, CLIN/SLINs, and Contract Clauses stages of the Wizard.

Once you save as a draft, you can return to it in either of the following ways:

• Click Open Wizard on the Transform Copilot Jobs tab.

• Use the link in the email you received after your document upload was completed.

CLIN/SLINs

Update CLIN/SLINs by adding missing entries and removing incorrect entries. Note that POPs are auto-assigned to CLINs. You can mark a CLIN or SLIN as not separately priced by switching the NSP toggle ON, which will set the Unit Price, Obligated Amount, and Funded Amount fields to 0. You can filter your view using Search by CLIN/SLIN Number for specific CLIN/SLINs. Count on a CLIN/SLIN indicates the number of times it was found in the document, and Page indicates the page number of where it was found in the document.
The Obligated Amount is a non-editable, calculated field that displays the sum of the Obligated Cost, Obligated Fee, and Obligated Price values. The Type field determines which obligated values are applicable.

1. Click Ingest CLIN to proceed to Contract Clauses extraction.

   IMPORTANT

   You must be cautious during updates as your CRM data is not visible in the Wizard.

2. Alternatively, you can click Skip above to omit CLIN/SLINs updates and go directly to Contract Clauses updates. This avoids redundancies in data and duplicate record creation if related data is already present in the CRM.

3. You can click Save as Draft to save your current progress without creating CLIN/SLIN records, allowing you to return and complete this step later. For more information on how Save as Draft works, refer to Save as Draft.

Contract Clauses

Update Contract Clauses by adding missed Clauses or removing incorrect ones. Note that data from the Text field here will go into the Clause Summary field of a Clause record. You can filter your view by Search - Clause Number or Revision Date for specific Clauses. Count on a Clause indicates the number of times it was found in the document, and Page indicates the page number of where it was found in the document.

You can also rearrange the Clauses in this view by using the upward and downward arrow icons.

1. Click Insert Clauses to finalize Clause ingestion and update the Contract record.

   IMPORTANT

   You must be cautious during updates as your CRM data is not visible in the Wizard.

2. Alternatively, you can click Skip above to omit Contract Clauses updates and go directly to the updated Contract record. This avoids redundancies in data and duplicate record creation if related data is already present in the CRM.

   NOTE

   You cannot return to the Wizard once you click Skip on the Contract Clauses ingestion screen.

3. You can click Save as Draft to save your current progress without creating Clause records, allowing you to return and complete this step later. For more information on how Save as Draft works, refer to Save as Draft.

   NOTE

   Once you have moved past the Contract Header Details update stage, the Back button lets you return to the prior step. While you can go back, you can only add new records (such as POPs or CLIN/SLINs); however, you will not be able to change records that have already been updated.

Copy and Paste from PDF

On the IPS view on the left side of the Wizard, you can:

• Zoom into and zoom out of the screen

• Navigate between pages using pagination controls

• Open the contents as a PDF

IMPORTANT

• The Open PDF option is available to address limitations in editing/accessing data from the IPS view.

• The appearance and capabilities available in the IPS view can vary between browsers.

For example, the finder on the Edge browser lets you search for specific text from the PDF and helps you identify it on the right side view. This capability is however, not available on the Chrome browser.

To copy and paste information:

1. Navigate to a specific page in the IPS view.

2. Click Open PDF.
   The same page opens in the PDF view.

3. Click the finder icon.
   The browser search opens.

4. Copy a value from the PDF and search for it for example, the CODE highlighted below. The value on the right side is highlighted as part of the search.
   The Copy/Paste approach can also be very useful when creating new records based on existing information.

   NOTE

   You can copy/paste from the PDF view into the Contract Header Details, POPs, CLIN/SLINs, and Contract Clauses stages of this Wizard. The following steps illustrate copy/paste for the Contract Clauses stage.

5. Go to a specific page in the Contract Clauses stage of the Wizard where Contract Clauses are available and click Open PDF.
   

6. Click Add Clause on the right side.

7. Copy the fields from the PDF view into the right side as shown below.
   

8. Modify required fields and click Insert Clauses.
   

View Summary on Contracts and Modifications

This topic highlights how you can view the AI Summary sections on a Contract and Modification record page.

1. Go to a Contract record page.

2. Click the plus icon to expand the AI Summary section.
   In this section, you can view the following Contract and Mod related information:

   • Summary

   • Ingested Form Data

   • POP

   • CLIN/SLINs

   • Clauses

   • Other Changes

   • Risk
     You can also view the AI Summary section by navigating to the Mod 0 record page from the Contract Mods tab.

     NOTE

     The Clauses tab includes a separate table for Key Clauses. The system scans the document for clause numbers that match those marked as Key Clauses in your clause library (CRM environment) and lists them in this table. If no matches are found, the table will display a message indicating that no key clauses were found.

     

3. Go to the Contract Mods tab and open the Mod 0 record.
   Mod 0 record page opens with the AI Summary tabs displayed.
   

View the Saved Contract Document

For detailed instructions on how to view the saved documents, refer to View the Saved Contract Document.

Related Documents

Transform Copilot User Guides