Creating a New Negotiation from Word

Creating a New Negotiation from Word

Creating a New Negotiation from a Word Document

Getting Started

Creating a new negotiation from a Word document is simple. Follow these steps:

  1. Open the contract in Microsoft Word.
  2. Launch the ThoughtRiver add-on and log in.

If this is a new file that has never been processed by ThoughtRiver, you will be prompted to:

  • Upload the file as a new negotiation, or
  • Upload it as a new version of an existing contract.

⚠️ Caution:
Microsoft Word 2016 and some versions of 2019 use Internet Explorer 11 to display the ThoughtRiver application via the Word Add-In. It is possible that you may encounter performance issues as this browser is no longer supported by Microsoft.

  • For best performance and full feature support, install Edge browser, use Office 365, or Word Online when using the ThoughtRiver Word Add-In.

Steps to Upload a New Negotiation

  1. Select the Deal Type your contract should be reviewed under using the drop-down menu.
  2. Click Upload a New Negotiation.

Uploading a New Negotiation

You're All Set!

ThoughtRiver will keep you updated on the progress of receiving and completing the analysis of your contract with system notifications and a progress bar on the add-on.

What Does This Error Mean?

Before uploading a contract, ensure the file is saved to a location (e.g., your local computer or SharePoint folder). Saving the file ensures it has a name and can be uploaded to ThoughtRiver.

If you receive the following error message, follow these steps:

  1. In Word, go to File > Save.
  2. Save the file to a location.

Once saved, you can upload it to ThoughtRiver. If issues persist, contact support for assistance.

Error Message Example


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