The Digital Issues List helps you organize yourself for negotiation success. Let's take a look at how you can organize just by doing your job!

Overview Tab

The Overview tab provides a high-level summary of the review results. The panel shows you the number of issues discovered by ThoughtRiver and any issues you've added. From this summary, you can answer questions about your negotiation such as:

  • How many issues are in my contract?
  • How important are these issues to resolve?
  • How is the negotiation progressing in closing issues?
  • Are there any clauses with unusual language that I need to review?
  • Who are the parties in this negotiation?
  • Who is the business owner of this contract?
  • Who is reviewing the contract?

Issue List Tab

The Issues List tab is where you can see all of the Issues in the contract. Issues are represented as cards. Cards are shown by default in order by Clause (ascending) so it's easy to read through the contract and the issues list from top to bottom and follow along.

You can also sort the Issue Cards so that they display Importance (descending) and Status to suit how you work.

Issue Cards

Issue Cards give you a sneak peek into the details of an issue at a glance. The card is comprised of three rows of detail.

  1. Importance icon and clauses linked to the Issue
  2. Summary of the Issue
  3. A preview of the full Description of the Issue

You can view the full details of the issue by clicking on the Card to open the Issue Details Panel.

Saved Views & Filters 

When you open a contract the saved view is automatically set to Priority Issues to help you focus on the most important issues. However, you can use the other saved views available or completely customize your view using the filter panel.

  • Priority Issues - This view shows you Open Issues with an Importance Level of High or Showstopper. These are the most important issues to make sure you resolve.
  • All Issues - This view shows you all Open Issues with any Importance Level (Low, Medium, High or Showstopper).

You can also customize your view by the following data in the filter:

  • Status
  • Importance
  • Category