This tutorial briefly explains how to use Contract Tools. For detailed instructions, see Contract Tools Help (click Help in the Contract Tools ribbon tab) or visit https://contract-tools.helpscoutdocs.com.
If this document opens in Protected View: click Enable Editing at the top of the Word window to exit Protected View. If Contract Tools is turned off, click Contract Tools at the top of the Word window, and then click the On / Off button.
1.	Tools and Techniques.
1.1.	Contract Tools Ribbon Tab. You can use the buttons in the Contract Tools ribbon tab to turn Contract Tools on and off, show and hide the Contract Tools pane, and more. To show the Contract Tools ribbon tab, click Contract Tools at the top of the Word window.
1.2.	Contract Tools Pane. The Contract Tools pane appears on the right of the Word window by default. Views within the Contract Tools pane show information about provisions, defined terms, drafting errors, and more. To show a view within the Contract Tools pane, click one of the buttons at the top of the pane.
1.3.	Highlighting. Contract Tools highlights many items in your document. To hide highlighting, or to use underlining instead of highlighting, click the Preferences button at the top of the Contract Tools pane, and then use the Highlighting & Underlining controls.
1.4.	Back and Forward Buttons. Click the Back and Forward buttons at the top of the Contract Tools pane to go back or forward in navigation history. You can also use the Back and Forward buttons in the Contract Tools ribbon tab.
1.5.	Context Button. The Context button at the top of the Contract Tools pane changes based on what you select. For example, when you select a cross-reference, click the Context button to convert text in the cross-reference to a field.
1.6.	Previous and Next Buttons. Click the Previous and Next buttons at the top of the Contract Tools pane to go to items that are similar to one you select. For example, when you select a defined term, click the Previous and Next buttons to go to other instances of it.
1.7.	Issues Pop-Up Menu. You can use the Issues pop-up menu at the bottom of the Contract Tools pane to see a list of potential problems. To learn more about a problem, choose an item from the menu.
2.	Analyzing. When Contract Tools analyzes your document, it finds provisions, defined terms, cross-references, and more.
2.1.	Updating Analysis. Generally, Contract Tools updates its analysis automatically as you type and delete text. After you make other kinds of changes (for example, editing a defined term or pasting text), it’s a good idea to make Contract Tools reanalyze your document. Here are ways to do this:
(a)	Click the Analyze button at the bottom of the Contract Tools pane. When there are changes in your document that Contract Tools hasn’t analyzed, the Analyze button becomes blue.
(b)	Save your document. To quickly save your document, press Control-S.
(c)	Click the Analyze button in the Contract Tools ribbon tab.
2.2.	Analyzing Part of a Document. To make Contract Tools analyze part of your document, select the part of your document that you want Contract Tools to analyze, click the arrow to the right of the Analyze button at the bottom of the Contract Tools pane, and then choose Analyze Selection.
2.3.	Analysis Settings. You can use the Analysis Settings view to customize how Contract Tools analyzes a document. To show the Analysis Settings view, click the Analysis Settings button at the top of the Contract Tools pane.
3.	Provisions. You can use the Provisions view to navigate provisions. To show the Provisions view, click the Provisions button at the top of the Contract Tools pane.
4.	Defined Terms.
4.1.	Finding Defined Terms. By default, Contract Tools interprets words and phrases in double quotation marks as defined terms. For example, “Defined Term” is interpreted as a defined term. You can also make Contract Tools find defined terms based on text formatting or single quotation marks. To choose how Contract Tools finds defined terms, use the Defined Terms controls in the Analysis Settings view.
4.2.	Navigating Defined Terms. You can use a variety of techniques to navigate defined terms.
(a)	Use the Defined Terms view. To show the Defined Terms view, click the Defined Terms button at the top of the Contract Tools pane.
(b)	Double-click a use of a defined term. For example, double-click the following text: Defined Term.
(c)	Select a defined term in your document, and then click the Context button at the top of the Contract Tools pane.
4.3.	Ignoring Defined Terms. You may want to ignore some defined terms that Contract Tools finds. To do this, click a defined term in the Defined Terms view to select it, and then click the Ignore button (×) at the bottom of the Defined Terms view or press the Backspace key.
4.4.	Completing Defined Terms. You can use the Completion menu to complete uses of defined terms. To complete a use of a defined term, start typing the defined term you want to complete, and then choose a defined term from the menu.
5.	Cross-References.
5.1.	Finding Cross-References. Contract Tools finds cross-references based on text and provision numbers in your document. For example, Section 5.2 is interpreted as a cross-reference.
5.2.	Navigating Cross-References. You can use a variety of techniques to navigate cross-references.
(a)	Use the Cross-References view. To show the Cross-References view, click the Cross-References button at the top of the Contract Tools pane.
(b)	Double-click a cross-reference. For example, double-click the following text: Section 5.1.
5.3.	Converting Cross-References. You can convert text in cross-references to fields that update. To convert text in a cross-reference to a field, select the cross-reference, and then click the Context button at the top of the Contract Tools pane. To convert text in many cross-references to fields, click “Convert to Fields” at the top right of the Cross-References view.
6.	Related Items. You can use the Related Items view to find items that are related to an item that you choose. For example, you can use the Related Items view to find provisions that contain cross-references to a provision you select. To show the Related Items view, click the Related Items button at the top of the Contract Tools pane. To choose the item to which the Related Items view applies, click text within your document.
7.	Proofreading.
7.1.	Generally. Contract Tools proofreads your document for common contract drafting errors. You can manage drafting errors by using the controls in the Drafting Errors view. To show the Drafting Errors view, click the Drafting Errors button at the top of the Contract Tools pane.
7.2.	Proofreading Settings. Contract Tools ignores some potential drafting errors by default. To choose what Contract Tools ignores, click the Analysis Settings button at the top of the Contract Tools pane, and then use the Drafting Errors controls.
7.3.	Ignoring Drafting Errors. You may want to ignore some drafting errors that Contract Tools flags. To do this, click a drafting error in the Drafting Errors view to select it, and then click the Ignore button (×) at the bottom of the Drafting Errors view or press the Backspace key. You can also use the Context button at the top of the Contract Tools pane to ignore drafting errors. To do this, select a drafting error in your document, and then click the Context button.
8.	To-Dos. You can use the To-Dos view to find items that may be unfinished, specifically placeholders (for example: ___, [___], {___}, [•], {*},     ), text enclosed in [brackets] or {braces}, highlighted text, comments, footnotes, and endnotes. To show the To-Dos view, click the To-Dos button at the top of the Contract Tools pane.
9.	Ancillaries.
9.1.	Generally. Some documents refer to exhibits, schedules, and so on. In Contract Tools, these items are called ancillaries. For example, Exhibit A and Schedule 1 are ancillaries.
9.2.	Navigating Ancillaries. You can use the Ancillaries view to navigate references to ancillaries. To show the Ancillaries view, click the Ancillaries button at the top of the Contract Tools pane.
10.	Searching.
10.1.	Generally. You can use the Search view to find all instances of words and phrases in your document. To show the Search view, click the Search button at the top of the Contract Tools pane.
10.2.	Tokens. You can use tokens to find numbers, amounts of money, and dates and times. To insert a token in the search field, use the Insert Token pop-up menu.
11.	Snippets.
11.1.	Generally. You can use snippets to quickly reuse text. To manage snippets, use the controls in the Snippets view. To show the Snippets view, click the Snippets button at the top of the Contract Tools pane.
11.2.	Creating Snippets. To create a snippet, select text in your document, and then click New at the bottom of the Snippets view.
11.3.	Completing Snippets. You can use the Completion menu to insert snippets into your document. To insert a snippet, start typing the name of the snippet you want to insert, and then choose a snippet from the menu.