Use Deal Proof

Analyze a document

Terms that appear to require definitions have been defined.
Defined terms are located in the document and defined only once.
Defined terms are located as stated in the document.
Entries in the definition section are alphabetized.
Punctuation is properly paired.
Similar phrases and expressions are stated with consistency.
Numeration is correct at all levels in the document.
Open issues in the document have been addressed.
Date errors that may need to be corrected.
Internal cross-references that are invalid or not bookmarked.
Inconsistencies between the Key Parties are identified versus those that appear in the signature block of the document.

Select
Deal Proof
.
Select
Analyze
.
If references to other documents are detected, a list of references displays. For each referenced document you want to include in the analysis, select
Browse
, locate the file, and select
Open
.
When you are finished linking files to referenced documents, select
OK
to continue analysis. Your draft document and the selected referenced documents are analyzed.
All potential errors and inconsistencies and references display in the left pane.
Expand/collapse the lists of flags and references found in the document and select the Flag and Reference types to go to the flag or reference link.
Select the flag or reference link to go to the flag or reference in the document text.
If
Update Result List Flags in real time
has been enabled, the results list will refresh each time a change is made to the document.
Select
Create Report
to generate a report of the analysis.
Select
Export
and select
Download
to open the results in a separate document. Select
Email
to send the results as a Microsoft Outlook attachment. Select
Deliver Report
.
Select
Clean
to remove all markings inserted in your document and close the Results pane. Cleaning a document doesn’t remove any of the substantive changes you make to the content of the document during the analyzing process. After cleaning a document, you can forward it to others, with no evidence of analysis.

Update Cross-Reference fields

High-Risk indicators

Within Deal Proof analysis results, you may see the High-Risk Indicator icon (). This icon identifies potentially high-risk errors in the document may lead to ambiguity or confusion, and potentially litigation. If you are pressed for time when reviewing the document, you can focus your attention on these errors.

Create reports

Open your document in Microsoft Word and select
Deal Proof
on the Drafting Assistant toolbar.
Select
Create Report
.
Select
By Section
or
By Type
to indicate the flag report organization.
Select
Download
or
Email
from the delivery options. Select a format from the
Format
list.
Select any or all Key Terms to include in your report.
Select any or all
Flags
and
References
you want to include in your report.
Select the
Outline
checkbox to create a report that shows an outline of key sections in your document.
Select
Generate Report
.