Product Tour

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Overview

Knowable helps you find, view, and understand your contracts. Executed contracts are uploaded to the application, where Knowable’s technology and quality expertise reliably capture the critical info needed to identify your contracts and analyze your contract terms.

Key areas of the Knowable Platform:

• Home Page

• Contracts Table

• Analytics
• Tags

• Contract Details

• Family View

You may also have the option to access the Upload or User Management areas.

 

Key Concepts

Client refers to your organization (Knowable’s client).

The other signatory on contracts are referred to throughout as Counterparty.

 

Home

My Recent Activity

Recent Documents

The Recent Document pane displays the last 10 contracts you’ve viewed in KI. Simply click on the document’s title or file name to open the Contract Details page.

Searches

The Searches pane displays the last 10 searches you’ve performed using keywords, field filters or contract status buttons. If you’d like to perform the same search again, click on the keyword link to view the results in the Contracts Table.

Uploads

If you can upload documents, your home page offers you quick access to your recent uploads and contracts you need to action.

Contract Portfolio – High Level Statistics

Core metrics include:

• Documents: The number of documents available in your organization
• Counterparties: The number of unique counterparty names visible in your contracts
• Families: The number of unique families

Portfolio Analytics

The Home page also offers you a quick glimpse at portfolio analytics related to your organization’s contract makeup. To access the underlying contract data, click on the chart and values of interest. You will be directed to the search results in the Contracts Table.

More About Knowable Insights

This section offers quick links to support topics of interest to our community, including:

• Frequently Asked Questions:  Common questions from our user community
• The Knowable Insights Guide: our ‘how-to’-guide and tutorials on core TDM features
• Contact Support: the Knowable product support inquiry form
• What’s New: news and guidance on recently released features and enhancements
• The Knowable Blog: Articles and learnings from our team at Knowable

Contracts Table

In the Contracts Table, you can search, sort, view, export, and download contracts.

• Click on the File Name or Document Title in a row to view a contract

• Drag and drop to reorder columns

• Find a contract

• Click a column header to sort the column

• Customize your view

• Export data* and download contracts by selecting Other Actions

• Flag Tooltip Column identifies document issues

*Data export and bulk contract download may not be available to you, depending on your permission level.

 

Analytics

The Analytics tab provides high-level information on contracts in the Knowable platform.

• Click tabs to see different Analytics

• Click a value to jump to the filtered results

Contract Details

Click a contract row on the Contracts Table to view the Contract Details.

1. Search for and locate a word or term within a contract

2. Scroll through a contract document or jump to a specific page

3. Download a contract document

4. View contract information by category

5. View related contracts in an agreement family

You may also view an attachment option based on your organization’s subscription.

 

Family View

Access the family view by clicking on “View Family” in the Related Contracts pane or any of the Org Chart icons.        

Navigating Categories. Preview the categories at the top of the grid, using the blue scroll bar to view the full set of available categories. A blue triangle in the upper left corner indicates when an ancillary agreement differs from the family’s base agreement. Click on any category to jump to the corresponding data in the grid. The bottom scroll bar is accessible if you want to scroll through the field columns directly.

Filter to Changed Fields.  The Family View grid highlights differences in picklists, integers and dates fields across the family agreements. Where differences are found, a number appears in a blue box to the left of the field name. If you want to filter to the applicable contracts, click on the filter once. To undo filtering, click again. Please note: only one filter is active at a time.

Preview Contracts.  You can preview a contract without leaving the page. Click on the Preview Icon to open the contract in a panel on the right.

Export Contracts or Data.  Should you need to download family information, select the Download option located at the top right of the Family View grid. Choose Download Spreadsheet to export data or Download File(s) to export the original document files as needed. You will receive your export via your account’s email address.

Contract Status Filters. You can filter families based on contract status. If you click on the “Filter by Contract Status” dropdown, you will see the same status buttons that appear in the filter panel. Clicking on the status button will apply the filter, and clicking on an enabled filter will disable that filter. If a status filter is applied, a pill will appear under the search bar for your reference

Matches Only Toggle. The Matches Only Toggle allows you to optionally search and filter on the family view and remove contracts that do not meet your search criteria. This is similar to what happens on the Contracts Page. The toggle is off by default and you will still be able to view search results in the same way with contracts that do not meet the search criteria being greyed out.

• • Note: if you use the ‘blue notch’ column filters it will automatically disable the Matches Only Toggle