Applying a Review (formerly known as Checklists)

Last updated: February 10, 2026

Background

Reviews (formerly known as Checklists) allows you to create customized review workflows that guide you through contract analysis with AI-powered summaries and linked citations directly to your document. The new Reviews feature integrates seamlessly with your PDF, providing improved answer quality and a more intuitive experience that aligns with how you naturally work through contracts. Use Reviews for systematic contract analysis during bidding, pre-signature review, negotiation support, and ongoing project compliance checks. All existing custom checklists and DC Library templates have been automatically migrated to the enhanced experience.

Things to Consider

  • Reviews are now the primary way to analyze contract provisions, replacing the separate Provisions feature from 1.0

  • AI summary citations are linked directly to document references with visible markers in your PDF

  • You can start and stop your review process—the "jump back in" feature returns you to where you left off

  • You must complete your review in one sitting, as there is currently no ability to regenerate AI summaries once generated

  • Copying AI summary text can be done by selecting and copying the text directly (no dedicated copy button)

  • Notes cannot be added to individual review items, but sticky notes are available for the PDF itself

  • Commenting functionality is coming soon

  • Assignment capabilities are not yet available

Steps

Creating a New Review

  1. Navigate to your document and click on the Reviews tab

  2. Click the +Add Review button

  3. Select a review template from the DC Library or choose one of your custom review templates

  4. Click Create Review to begin

    Tip! You can configure review templates with powerful customization options to match your company's specific requirements and workflows.

Completing a Review

  1. Review each question or checklist item in sequence

  2. For each item, read the AI-generated summary with its linked citations

  3. Click on citation markers to navigate directly to the referenced section in your PDF

  4. Mark items as complete as you progress through your review

  5. Use the Jump Back In feature if you need to pause—this will return you to your exact position when you resume

    Note: The AI summaries in Reviews provide improved answer quality compared to previous versions. Since Reviews now handle provision analysis, you'll no longer encounter disagreements between different analysis tools.

Navigating Citations and References

  1. Within each AI summary, look for citation markers that link to specific document locations

  2. Click any citation marker to jump directly to that section in your PDF

  3. The referenced text will be highlighted in your document for easy identification

  4. Use your browser's back button or the breadcrumb navigation to return to your review

Using Sticky Notes

  1. While reviewing your document, click anywhere in the PDF where you want to add a note

  2. Select the Sticky Note tool from the Notes & Markups panel

  3. Add your comments and observations directly on the PDF

  4. These notes will be visible to anyone with access to this crunch

    Note: While you cannot add notes directly to review items, sticky notes on the PDF itself provide a flexible way to capture your thoughts and observations during the review process.

Managing Multiple Reviews

  1. You can add multiple reviews to a single document to analyze different aspects of your contract

  2. Each review operates independently and maintains its own progress tracking

  3. Access all your reviews from the Reviews tab

  4. Click on any review name to continue where you left off or to view completed reviews