Use Deal Proof Settings

Analysis settings

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, select
Identify common words in analysis (to, from, of, the, or, by, a, it, is, and an)
.
Select
Ignore Schedules, Exhibits, Appendices, Attachments and Annexes
to exclude these items from analysis.
To identify defined terms that are not in a Definition Section, select
Identify Defined Terms Outside of Definition Section
.
Select
Prompt to incorporate Cross Referenced Documents in Defined Term analysis
.
Select
Enable Deal Proof Comments
.
Select to
Run Deal Proof analysis on original and redline version of documents
.
To update Flags in the Result List as the document is edited, select
Update Result List Flags in Real-time
.
Select
Reset Defaults
to return the settings to their defaults.
Select
Save
to apply changes.
Select
Close
.

Display options

Don’t flag the list

Type a term in the
Term (not case-sensitive)
field and select
Add
. The term displays in the
Do Not Flag (in this document)
list.
Use the
Move
buttons 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 select
Remove Selected
.
Select
Reset Defaults
to remove all terms from both lists.
Select
Save
to apply changes.
Select
Close
.

Suppress flags

Custom flags

Type a term in the
Term (not case-sensitive)
field and select
Add
. The term displays in the
Custom Flags (in this document)
list.
Use the
Move
buttons 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 select
Remove Selected
.
Select
Reset Defaults
to remove all terms from both lists.
Select
Save
to apply changes.
Select
Close
.