Home Page

Key features:

• My Recent Activity. Quickly find your recently viewed documents, searches, and uploads.
• Contract Portfolio Statistics. View core metrics on the documents in your organization’s repository.
• Portfolio Analytics. Understand key information about your contract portfolio, including which agreements were executed recently and which are active or inactive.
• Keyword Search

My Recent Activity

Recent Documents

The Recent Document pane displays the last 10 contracts you’ve viewed in KI. Each document in the list includes:

• A Contract Status icon to determine if your recently viewed document is active, inactive, unknown, or pending review
• Identifying information for the contract, including document title, document type and counterparty where available
  • Documents pending review display the file name only
• The last viewed date

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. All searches display:

• • Keywords used in your search (in blue text)
  • The number of filters applied
  • Field filter names and values selected
  • The last searched date
  • An info icon – to access the full set of criteria for complex searches

If you’d like to perform the same search again, click on the keyword link to view the results in the Contract grid.

Uploads

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

The Recent Uploads section highlights how many contracts you have uploaded in the past 30, 90 and 180 days.

• View totals for each time period: Last 30 days, Last 90 days and Last 180 days
• Click on the hyperlink for each time period to access the underlying documents or click “View All” to access your complete upload list regardless of when they were uploaded

The Document Issues section tracks problems and technical issues with a document that indicate a better/more complete version of the file should be uploaded to Knowable Insights.

In this section, you can:

• View totals for each document issue: Illegible, Missing Pages, Missing Signatures, Tech Issues and Multiple Documents
• Click on the hyperlink for each document issue to access the underlying documents to review or click “View All” to access all of your contracts with problems and technical issues

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. Analytics available include:

• Effective Date (By Year)
• Contract Status
• Top Counterparties (By Document Volume)
• Term Type
• Document Type

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 grid.

Hover your cursor over any chart to make the info icon appear in the upper righthand corner, then click on the info icon to flip the chart over to see the field filters applied and definitions of those fields.

Search

You can search using keywords in the Search box on the Home Page. It checks for keywords across both the structured data as well as the contract language in the PDF.

Find the Search box on the upper right.

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