User Interface (UI)

Overview

This guide will help you identify and mitigate the most common issues raised by users of Transform Copilot, to help you get the most out of the product. The guide supplements the Transform Copilot Training Video, as well as the Transform Copilot User Guide, available for both Salesforce-based and Microsoft Dynamics-based versions of the TechnoMile Contracts Suite.

Transform Copilot greatly reduces the amount of time that it takes Contract Managers to extract the information from a contract document into TechnoMile’s Contracts Suite. The information presented to the user by Transform Copilot includes top-level contract information such as contract number and award date, Periods of Performance, CLINs/SLINs, and Clause information.

Transform Copilot uses a fine-tuned Generative Artificial Intelligence (Gen AI) model and algorithms to identify and infer critical data elements and present them to the user for validation in a simple user interface.

Yet because AI technology is never going to be perfect, Transform Copilot will never be 100% accurate. Even if it were perfect, contracts come in formats never before seen, or a contract may not even contain all the information a user expects, or a contract may be of very poor quality.

Either way, that is why Transform Copilot is a copilot -- you, as the user, are given the ability to review and adjust details before you create a contract record.

The FAQ is organized by stage of the workflow – with Section 1 about submitting a job, Sections 2 through 5 about each stage of ingestion, Section 6 about overall UI concerns, and finally Section 7 about creating a record after extraction.

As always, if you have questions about any TechnoMile product, open a ticket with TechnoMile’s Customer Success team, and we can reach out to help address the concern.

Unable to Copy/Paste from Document

Issue

It is not possible to copy information from the document on the left into the contract header, POP, CLIN/SLIN, or Clause screens.

Solution

As of TechnoMile’s 2024.3 release, copy and paste are not supported inside of Transform Copilot. The document shown inside copilot is an image of the document, not the document itself. This is an improvement being considered for a future product release.

Document and Workspace not Automatically Aligned

Issue

When a document is opened, document view and workspace elements don't properly align or synchronize.

Solution

When using Transform Copilot users are better served on larger screens. In the Microsoft-based version of Contracts Suite, we encourage the user to close the left rail by clicking on the triple-bar / “hamburger” menu to provide additional horizontal space.

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