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Use Deal Proof Settings
Customize Deal Proof analysis, display, and flag behavior by adjusting regional settings, display colors, ignored terms, suppressed flags, and custom flagged terms.
- SelectDeal Proof.
- On the Deal Proof tool, select the settings button (
) at the bottom of the viewer.
Analysis settings
To select regional and formatting settings to be used during analysis, select Analysis Settings. The default settings are based on legal terminology and formatting that are typical for the location selected during installation. You can change the settings to reflect legal terminology and formatting for the United States, United Kingdom, Canada, Australia, and New Zealand, as needed.
- Select a location to use the legal language styles of that region. During analysis, Deal Proof uses terminology typical of the region to help in identifying elements in your document. For example, a lawyer in the U.S. would typically use "Defined Terms" or "Definitions" to introduce the section of a document that lays out what the parties intend certain words to mean within the document. A lawyer in the U.K. would typically use "Interpretations."
- To identify defined terms and other flag types within tables, select Identify Defined Terms in Tables. In the United Kingdom, it is common practice to place defined terms in tabular format, in which case you would want to select this setting. In the United States, tabular format is usually reserved for data that is not defined terms, in which case you would want to clear this setting.
- To identify defined terms based on text treatment (bold, italic, or underlining) and enclosure within parentheses, select Identify Bold, Italic, or Underlined Defined Terms in Parentheses. If this setting is selected, Deal Proof identifies these elements as potential defined terms.
- To identify common words when analyzing, selectIdentify common words in analysis (to, from, of, the, or, by, a, it, is, and an).
- SelectIgnore Schedules, Exhibits, Appendices, Attachments and Annexesto exclude these items from analysis.
- To identify defined terms that are not in a Definition Section, selectIdentify Defined Terms Outside of Definition Section.
- SelectPrompt to incorporate Cross Referenced Documents in Defined Term analysis.
- SelectEnable Deal Proof Comments.
- Select toRun Deal Proof analysis on original and redline version of documents.
- To update Flags in the Result List as the document is edited, selectUpdate Result List Flags in Real-time.
- SelectReset Defaultsto return the settings to their defaults.
- SelectSaveto apply changes.
- SelectClose.
Display options
To change the display options and modify the text color in the document to identify issues and references, select the
Display Options
tab. Use the Text Color
list for each of the Flags and References and select a color. Select Reset Defaults
to return the settings to their defaults. Select Save
to apply changes. Don’t flag the list
To customize reports and results by not flagging certain terms, select
Do Not Flag List
. You can create a list of terms that you don’t want to flag in the current document and terms you don’t want to flag in all documents.- Type a term in theTerm (not case-sensitive)field and selectAdd. The term displays in theDo Not Flag (in this document)list.
- Use theMovebuttons to move terms between the Do Not Flag (in this document) and the Do Not Flag (in all documents) lists.
- Select the terms that you don’t want to flag in the lists.
- To remove a term, select the term and selectRemove Selected.
- SelectReset Defaultsto remove all terms from both lists.
- SelectSaveto apply changes.
- SelectClose.
Suppress flags
To customize reports and results by suppressing flags, select
Suppress Flags
. Clear the checkboxes next to the type of flags you would like to suppress. Suppressing a flag doesn’t eliminate the color mark-up of the flag, but suppresses the flag from appearing in the Results list. Select Save
to apply changes. Select Reset Defaults
to revert to the default and include all flags in the analysis list. Select Close
to finish.Any changes you make are not reflected in the current analysis. To view changes, you must re-analyze the document or turn on the
Update Result List Flags in Real-time
setting. Custom flags
To designate terms you would like to be flagged during analysis, select
Custom Flags
. You can create a list of terms that you would like to flag in the current document and terms you would like to flag in all documents.- Type a term in theTerm (not case-sensitive)field and selectAdd. The term displays in theCustom Flags (in this document)list.
- Use theMovebuttons to move terms between the Custom Flags (in this document) and the Custom Flags (in all documents) lists.
- To remove a term, select the term and selectRemove Selected.
- SelectReset Defaultsto remove all terms from both lists.
- SelectSaveto apply changes.
- SelectClose.
Related Content
-
DealProof overview
Format:
Article