> **Source:** https://knowledge.leegality.com/deal-collaboration/Leegality Word Add-in/Review a Contract Using the Word Add-in
> **Site:** Leegality Knowledge Base — https://knowledge.leegality.com
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> **AI Guide:** For instructions on how to navigate this knowledge base as an AI agent, read: https://knowledge.leegality.com/ai-readable.txt

---
# How to Review a Contract Using the Word Add-in

This guide walks you through the simple steps to review (edit, comment, and then approve or reject) a contract directly within Microsoft Word using the Leegality Add-in.

![Word Add-in window](\img\Review-document.png)

### 1. Find the Contract:

1.  Open the **Leegality Add-in** in the side panel.
2.  You can view all pending actions from your end in the **Task List** (which is the same list seen in the DC browser).
![Task List](\img\My-Tasks.png)
3.  Locate the contract needing your review in the **Contract List**. You can use **Filters** or **Search** if needed. You can also click on the task of your choice to route you to the contract.

### 2. Download for Review:
![Download for review](\img\Download-document.png)
1.  Click the **Download icon** next to the contract name. This action is available during internal negotiation stages.
2.  Check the box for **Enable offline review mode**. This prevents others from editing the contract on the Leegality platform while you work in Word.
3.  The contract will open in your main Word window.

### 3. Make Your Edits & Comments:

Use Microsoft Word's standard features to make changes:

* Turn on **Track Changes** (**Review** tab) to clearly show your edits.
* Add **Comments** (**Review** tab) to ask questions or provide feedback without changing the text directly.
* Save the document periodically as you work, just like you would do in a Word document.

> **Info — NOTE**
>
> Edits and comments made in Word are marked as **external** comments. If you want to use **internal** comments, please use the DC browser's online editor.

### 4. Upload Your Revised Version:

The upload feature is unique; it automatically detects and uploads the document currently open in your Word window, eliminating the need for manual file selection.

![Upload document](\img\upload-document.png)

1.  Once you've finished editing and commenting, go back to the **Leegality Add-in side panel**.
2.  Click the **Upload** button.
3.  Optional: You can optionally give this version a specific name.
4.  This saves your edited Word document back to the Leegality platform as a new version and removes the offline lock if you enabled it.

---

## Extended Functionality in the Plugin

### AI Review In Word Add-In

The **AI Review** feature is available in the Leegality Word Add-in, allowing you to efficiently assess documents for potential risks and compliance issues without leaving Microsoft Word. You can access AI Review directly from the right-side panel in the Add-in.

![AI review in Word Add in](\img\WordAddin-AIReview.png)

#### Key Differences in Word Add-in

The AI Review feature in Word Add-in offers unique advantages compared to the browser version:

1. **Open-Ended Document Review:** You can open any document directly in Word and use AI Review—no need to initiate it through the DC platform first. This provides greater flexibility for ad-hoc contract reviews.

2. **Insert Text with Track Changes:** When AI Review identifies issues (Not Met or Not Found cases) and provides suggested additions:
   * Click **Insert Text** to add the suggested clause directly into your Word document.
   * Click **Insert Text [Track Mode]** to add the suggestion with Track Changes enabled, making it easy to review and accept or reject the changes later.

> **Info — NOTE**
>
> These insertion options are not available in the browser version.
#### How to Use AI Review in Word Add-in

1. Open your document in Microsoft Word with the Leegality Add-in active.
2. In the right-side panel, locate and click on **AI Review** above the other features.
3. Select the Rule Set you wish to use for the review from the dropdown menu.
4. Click **Run** to start the AI Review process.
5. Review the results categorized as:
   * **Met:** Requirements fully satisfied
   * **Not Met:** Requirements found but need improvement
   * **Not Found:** Required clauses missing from the document
6. For **Not Met** and **Not Found** cases, use the **Insert Text** or **Insert Text [Track Mode]** buttons to add suggested clauses directly into your document.
7. Click **Re-run** after making changes to see updated results.

> **Info — NOTE**
>
> For detailed information about AI Review functionality, see [AI Review](https://knowledge.leegality.com/deal-collaboration/deal-negotiation/ai-review). To learn how to create and manage Rule Sets, see [Rule Set Management](https://knowledge.leegality.com/deal-collaboration/Settings/rules-set).

All other features available in the DC browser are also accessible in the Word Add-in, providing a consistent experience across platforms.

### Approve or Reject

After uploading, the workflow buttons for the contract might become active in the side panel (depending on the contract stage and your permissions).

* Click **Approve** if the contract (with your revisions, if any) is satisfactory for the current stage.
* Click **Reject** if the contract requires significant changes from others before proceeding.

This action advances the contract's stage on the Leegality platform.

### Comparing Document Versions

Compare the currently open document (the Base Version) with any historical version uploaded to the DC platform.

![Compare documents](\img\Compare-document.png)

1.  Click the **Compare icon** ($\approx$) in the side panel.
2.  **Base version:** This is the version currently opened in your Word window.
3.  **Revised version:** Select any one of the revised versions uploaded in DC under the contract to compare against.
4.  Click **Run Compare**. The Add-in displays the changes between the current document and the selected revised version.

### Sharing a Document

Share the latest document version with other collaborators on the contract (this mirrors the functionality in the DC platform).

![Share the Document](\img\share-document.png)

1.  Click the **Share icon** ($\rightarrow$).
2.  Select users from the organization's user list.
3.  Attach additional deal documents, if any.
4.  Optional: Provide any additional message you want to share.
5.  Click **Share**.

### Viewing the Activity Log

The **Activity Log** shows all actions logged in real-time, remaining consistent with the DC web platform audit trail.
![Activity log](\img\DC-Plugin-Activity log.PNG)

> **Info — NOTE**
>
> All these features are also available in the DC platform, providing similar functionality.

### Additional Actions

Depending on the contract stage, multiple options may appear. Click the **More** icon (&#x22ee;) to view all available actions.

![More actions](\img\More-actions.png)

| Action | Description |
| :--- | :--- |
| **Discard** | Permanently deletes the document from the platform. Use this action with caution. This feature is always available. |
| **Unlock document** | Manually removes the lock on the document, allowing others to access and edit it on the DC platform. |
| **Upload signed documents** | Uploads the copy of the document back to the Deal Collaboration platform. |

### Advance Contract Workflow to DC

You can move the document to the next stage of its pre-defined workflow (e.g., from 'Draft' to 'Awaiting Approval') directly from the Add-in, pushing the status update to the DC platform.

| Action | Purpose |
| :--- | :--- |
| **Approve / Reject** | Used during internal review stages. |
| **Send for External Review** | Moves the contract to the counterparty negotiation stage. Internal comments are automatically deleted before sharing. |
| **Mark as Ready for Signing** | Moves the document to the final configuration stage. |

These actions work the same in the browser and the plugin.

The Word Add-in handles the collaboration and negotiation lifecycle but hands off specific final processes to the DC web platform.

![Configure signing window](\img\Configure-signing.png)
> **Info — NOTE**
>
> Clicking the **Configure Signing** button will redirect the user to the specific configuration page on the DC web platform. Here, once you login, you will see your [configure signing](https://knowledge.leegality.com/deal-collaboration/signing-journey) journey. For E-Signing, users will be redirected from DC to the Document Execution platform.