Document Compare for Agreements User Guide

Change Summary

The Document Compare feature is an AI-powered tool designed to simplify how you review, compare, and understand documents. It not only highlights what has been edited but also explains how those changes affect terms, risks, and obligations while allowing you to ask questions for deeper insights.

Audience

• Agreements Users

Manage Documents in Salesforce

This section explains how to upload and manage document versions in Salesforce Agreements.

Upload Document

1. Go to Agreements using App Launcher.

2. Open the Agreement record to which you want to upload the file. To create a new Agreement record, refer to Agreement Management User Guide.

3. Click Files.

4. Click Add Files.

5. Click Upload Files, select the file that you want to upload, and click Open.

6. Click Done.The file is uploaded.

Upload a New Version of the Document

To upload a new version of the document:

1. Select an existing file.

2. Click the down arrow and select Upload New Version.
   

3. Select the updated document and click Upload.The file is uploaded.

View File Details

To view the version details of the document:

1. Select an existing file.

2. Click the down arrow and select View File Details.
   
   The version details are displayed here.
   

Edit or Delete a File

To edit the file details:

1. Select an existing file.

2. Click the down arrow and select Edit File Details.
   

3. Update the Title and click Save.
   

To delete a file:

1. Select a file you want to delete.

2. Click the down arrow and select Delete.
   

Compare and Analyze Documents in Mila

This section explains how to compare and analyze document versions in Mila.

NOTE

The Agreement record must contain at least two different versions of a document or two different documents to use Mila's document compare feature.

Accessing Mila from an Agreement Record

To access Mila from an Agreement record:

1. Navigate to an Agreement record.

   NOTE

   Ensure that the Agreement record contains uploaded files. Mila requires documents to function. If no files are available, a message indicating that no documents were found is displayed.

2. Click the Mila panel to expand it.
   

   The Mila panel opens.
   

3. Enter your question related to the Agreement in the input field.

4. Click the Go icon () to receive a response.

5. Optionally, click the Thumbs Up or Thumbs Down icon to indicate whether the response was helpful.

6. If needed, click the Refresh icon () to generate a new response to the same question.

Chat Context Tab

The files uploaded to the Agreement record in Salesforce are automatically synced to Mila and available in the Chat Context tab.

NOTE

Files uploaded to an Agreement record in Salesforce are automatically synced to Mila and become available in the Chat Context tab. The sync process may take a few minutes. After uploading the file, wait a couple of minutes and then click Refresh to view the synced Agreement file in Mila.

The Chat Context tab allows you to control which document(s) Mila can access while generating responses. This ensures that all summaries, insights, and answers are based only on the selected document scope.

The Scope section displays all documents available for the selected Agreement. When you select Current Agreement (All Documents), Mila considers all the listed documents for its responses.

To analyze a specific document:

1. Select the required document.

2. Click the Chat icon.
   The document name is displayed in the welcome message. This confirms the source document that Mila references to generate answers to your questions.

3. Type your question related to the document in the input field and click the Go icon () to receive a response.

Document Compare Tab

The Document Compare tab allows you to select and compare two versions of a document or two different documents side by side to identify changes and analyze their impact.

Select and Compare Documents

To select and compare different versions of a document:

1. Under Older Version, select the Document and the Version.

2. Under Newer Version, select the Document and the Version.
   

   NOTE

   You cannot compare the same version. Ensure two different versions are selected.

3. Click Compare Documents.
   The document comparison process begins, and you will receive an email notification.
   

4. Click Review in the email, or navigate to the Document Compare tab in Mila to view the comparison status.

   NOTE

   The Document Compare status table refreshes automatically while it is open. If you navigate away from the page and return later, the latest comparison status may not appear immediately. Wait a few seconds for the page to retrieve the latest information and update the status automatically.

   
   The table displays the following details:

   • File Names: Names of the documents that are being compared.

   • Status: Processing stage (For example, Queued, In Progress, Completed, Failed, Under Review, Review Completed).

   • Submitted: Time of submission

   • Elapsed Time: Elapsed time depends on the document status. For completed documents, it indicates the total time taken to process the file. For in-progress documents, it indicates the time elapsed since the file was submitted.

5. Once the comparison is complete, the status changes to Completed. You will also receive an email notification when the comparison is ready for review.
   
   
   
   

6. Click Review in the email, or navigate to the Document Compare tab in Mila and click the completed row.
   The Document Comparison wizard appears.
   

   NOTE

   If the document comparison process fails, the document status in the Document Compare tab is updated to Failed, and an email notification is sent.

   There are two types of failure email notifications:

   • When the document comparison could not be completed due to an internal system issue. The email contains a generic error message indicating that the comparison was unsuccessful. You can try running the comparison again later.

   • The comparison failed because of an issue with the uploaded documents. The email includes the reason for the failure and, where applicable, guidance on how to resolve the issue.

Document Comparison Wizard

The document comparison wizard is where you review, analyze, and finalize differences between two documents. It provides a side-by-side experience with AI-powered insights to help you make informed decisions.

Document Editor (Left Panel)

Displays the latest working version of the document in an editable format, with changes highlighted directly in the content for easy review. The document editor allows you to format the document, add comments, reply to comments, and edit or delete comments.

Differences and AI Insights Panel (Right panel)

This section displays a detailed breakdown of all differences identified between the two document versions, along with AI-generated insights to help you evaluate their impact. In addition, Mila retrieves any pre-existing comments from the compared documents and displays them as Comments for review and action.

The AI Insights panel displays the following details:

• Total Differences Found
  Displays the total number of differences identified between the compared documents. It also shows the number of differences that have been reviewed and those that are pending review, along with an impact breakdown categorized as High, Medium, and Low.
  

• Comments
  Any pre-existing comments from the compared documents are displayed here. Click Go to comment in document to review, reply, edit, or delete comments directly within the document editor.
  

• Individual Change Cards
  Each detected change is displayed as a separate card that includes the document version, impact level (High, Medium, or Low), and change type (Added, Deleted, or Modified). If multiple changes are detected within the same paragraph, they are grouped into a single card and displayed as Multiple Changes.
  Mila also provides a concise summary of what has changed, along with an assessment of its business or legal impact to help you make informed decisions. You can click Show changes in the document to navigate to the exact location in the editor on the left panel. For each change, select Accept (✔) to apply the update or Reject (✖) to retain the original content.
  

• Mila Chat Assistant
  You can interact with Mila for additional insights on the compared documents.

Save, Finalize and Share

You can save your progress and exit the comparison at any time to continue later. Once you've completed the review, finalize your changes and complete the document comparison workflow by exporting or emailing the results.

NOTE

Changes made in the Document Comparison wizard screen are automatically saved when you navigate to another tab or page within Mila. However, changes are not saved if you refresh the browser page, close the browser window, or close the browser tab. To ensure your changes are saved, use the navigation tabs at the top of the page to move to another area within Mila.

• Back
  
  Click Back to save your changes and return to the Document Compare tab in Mila.
  The document status is updated to Under Review. To continue reviewing the document, click the Under Review row to reopen the comparison wizard.
  

• Save
  
  Click Save to save all accepted and rejected changes. This allows you to email or export the saved changes.

• Complete Review
  Click Complete Review to finalize the comparison, lock the document in read-only mode, and create the final version in Salesforce.
  
  On clicking the Complete Review button:

  • The document status in the Mila panel is updated to Review Completed.
    

  • The Recent Chat Sessions tab displays the compared documents with a Document Compare tag.
    
    Click the recent chat session entry to view the historical comparison details.
    

  • The Files section in the Agreement record on Salesforce displays the finalized version created through Document Compare.

    

• Export

To export the comparison results:

1. Click Export.
   

2. Select the content you want to export:

   • Document: The finalized document

   • Chat: The differences and the chat conversation on the right panel.

   • Both: Both the document and chat as two different files.

3. Choose the format (.pdf or .docx).

4. Click Export.
   The selected file(s) are downloaded to your system.

• Email

To email the document comparison results:

1. Click the Email icon.
   

2. In the Email Document window, enter all the required details.

3. Under Documents to Include, select the files you want to send:

   • New updated version of the document

   • Document comparison (includes differences and chat)

4. Click Send.
   An email is sent to the specified recipients with the selected documents attached.

Recent Chat Sessions Tab

The Recent Chat Sessions tab displays your complete chat history, including agreement-related conversations from the Chat tab in the Mila panel and document comparison conversations from the Document Comparison wizard. Click on any entry to view the complete chat.

Email Tab

The Email tab allows you to send chat sessions available in the Recent Chat Sessions tab directly via email.

To email the chat sessions:

1. Click the Email tab.

2. In the Email Document window, enter all the required details.

3. Under Select Chat Sessions, select the chat files you want to send.
   

4. Click Send.
   An email is sent to the specified recipients with the selected documents attached.