Review the Now Assist suggestions for clause deviations

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 4 Minuten Lesedauer

    • Review the Now Assist suggestions for clause deviations and take actions by using the Now Assist in Contract Management application to ensure that the clauses comply with the guidelines of the company.

    Vorbereitungen

    Before you start to review a document, make sure that the document has been analyzed by the Now Assist application. For more information, see Analyze a contract document.

    Role required: sn_cm_gen_ai.ai_contract_fulfiller and sn_cm_core.contract_fulfiller

    Warum und wann dieser Vorgang ausgeführt wird

    A clause is a section in a contract document that outlines the guidelines of the company agreement, such as the purpose, term, or confidentiality.

    • As an assigned-to collaborator or group manager with the sn_cm_gen_ai.ai_contract_fulfiller role, review and act on the suggestions from the contract analysis when the contract request is in the Work in progress state.
    • The Microsoft Word add-in for ServiceNow Contracts isn’t supported when the document is opened from the Google Drive. If you're using Google Drive for external storage, you must download the document from Google Drive and work on it offline.
    • If you're using the Microsoft OneDrive configuration for external storage, you can work on the document online or download it to work on it offline.
    • If you work on the suggestions offline, you must upload the document manually by creating a revision in the contract request. For more information, see Create a document revision.

    Prozedur

    1. Open the contract request from the workspace that you’re using.
      MethodSteps
      Contract Workspace listing
      1. Navigate to All > Contract Workspace.
      2. Select the list icon (List icon).
      3. Select Contract requests > All.
      4. Select a contract request.
      Workspace used by your application
      1. Navigate to your workspace.
      2. Open the list that displays the contract requests.
      3. Select a contract request.
    2. Select Contract documents.
    3. If the contextual side panel isn’t open, select the Now Assist Review for contracts icon (Now Assist Review from contracts icon).
    4. From the document card, select Open document.
      Abbildung : 1. Now Assist contextual side panel
      Now Assist contextual side panel displaying the Open document button to review the suggestions for contract review.

      Depending on the internal or external storage configuration the document is downloaded into your system or opened online.

      Tabelle : 1. Contract document downloads for internal or external storage
      Storage Result
      Internal storage The document is downloaded into your local system.
      External storage:
      1. Microsoft OneDrive
      2. Google Drive
      		 The document opens online from the external storage.
    5. Open the contract document depending on your storage configuration.
      • Internal storage: Open the downloaded document from your system to work on it offline.
      • Microsoft OneDrive: Open the document online, or download the document to work on it offline.
      • Google Drive: Download the document and open it offline.
      If you worked on the contract document offline, you must upload the document manually by creating a revision. For more information, see Create a document revision.
    6. Review the Now Assist suggestions.
      1. From the Microsoft Word ribbon, select the ServiceNow Contracts add-in.
        For more information, see Configure the Microsoft Word add-in for ServiceNow Contracts.
      2. Enter the legal fulfiller credentials to log in.
        The ServiceNow Contracts add-in displays the tabs as listed in the following table.
        Tabelle : 2. Word Add-in tabs
        Section Description
        Review analysis
        • Pending reviews: Lists all the non-standard clauses and missing clauses.
        • Completed: Lists all the completed actions over the clause.
        Clause library Lists all the standard clauses that are active for the contract type that the document belongs to.
      3. On the Review Analysis tab, select Pending reviews to review the Now Assist suggestions.
    7. Work on a clause that is tagged as non-standard.
      1. On the Pending reviews tab, select the clause card that is tagged as non-standard.
        • Microsoft Word navigates to the clause that is associated with the clause card. If it doesn't navigate you to the clause, you must manually navigate to the clause.
        • The following suggestions are displayed in the card:
          • Now Assist comment: Now Assist feedback depending on the clause and the expected responses.
          • Standard clause suggestion: Standard clause content suggestion that is.
          • Show more/less: Option to expand or collapse the text.
      2. Accept or ignore the Now Assist suggestion.
      ActionSteps
      Replace the non-standard clause
      • Select the clause content in the document that needs to be replaced.
      • Select Use this clause.
      Ignore suggestion Select Ignore.
    8. Work on a clause that is tagged as missing.
      1. On the Pending reviews tab, select the clause card that is tagged as non-standard.
      2. Accept or ignore the Now Assist suggestion.
      ActionSteps
      Add missing clause Select Use this clause.
      Ignore suggestion Select Ignore.
    9. Review the remaining non-standard and missing clauses and act as required.
      As you review the clauses and take action, they’re moved to the Completed tab with the details of the action taken.
    10. Add a clause from the clause library.
      1. Select the Clause library tab.
      2. Search the clause by using the clause name.

        The active clauses for the contract type that is associated with the contract document are displayed.

      3. Select the clause in the library.
      4. Place the cursor on the document where you want to add the clause.
      5. Select Use this clause.
      The clause is added to the document. When a valid metadata mapping exists within the clause content, the metadata gets auto-populated. Otherwise, a content control tag name is added and the metadata has to be manually updated. For more information, see Configure metadata for fields, variables, and variables sets in a contract document.
    11. Mark the review as complete.
      1. Select Mark as complete.
      2. Select Yes to mark the review complete.
        You can select Cancel to continue working on the suggestions.
      • The review is marked as complete and the file is updated in the configured storage.
      • After the review is marked complete, you can't take any further actions even if there are pending reviews.
      • The Contract state is updated to Work in progress and the Contract status is updated to Review completed.
      Hinweis:
      If you download the document to work on it offline, you must upload the document manually by creating a revision. For more information, see Create a document revision.