Compare contracts or sections

There are two methods of using Contracts Compare. You can compare Section to Section by comparing a section with other similar sections across similar contracts or different versions of the same draft.

You can compare Master Agreement to Master Agreement by comparing entire contracts to other similar contracts, or different versions of the same draft.

Select documents to compare

Before using Compare, you must select documents to compare.

To select which sections or master agreements to compare from your document list:

  1. Create a view or batch of all sections or master agreements to compare across your data set.

  2. Select two or more documents in the list.

  3. Click the Mass Action button and select Compare.

A new window will open that displays the Contracts Compare interface.
An image of the Contracts Compare interface.

The following scenarios can block you from using Contracts Compare:

  • Section to Master Document—if your document list has at least one section and at least one master agreement as identified in the Document Type field, you'll be alerted that Contracts Compare can't be used to compare sections to master documents.

  • Documents you haven't yet analyzed with Contracts—if your document list has at least one document that wasn't run through Contracts analysis, you'll be alerted that you can't use Contracts Compare for such documents.

Select an existing base document

The Base Document is the section or contract that acts as the control and that other sections or contracts in your data set are compared to.

To select an existing base document:

  1. While in the Compare interface, select an object from the document list.

  2. A pop up will appear displaying the extracted text of the selected section. Use the arrows at the top of the pop-up to navigate to other documents from your list.
    Once you've landed on the base document to compare, select Make Base Document.
    An image showing the Make Base Document button.

  3. A red highlight will appear next to the base document you've selected.
    Similarity scores will appear next to target documents.

  4. Click Compare Documents.
    An image of the Compare Documents button.

Clicking Compare Documents lets you View differences using the compare interface .The base document will appear side by side with the document you chose to compare it to. If the Highlights button is selected, similarities between the two contracts will be highlighted in green while differences will be highlighted in red. The Similarity Score of the document being compared will appear at the top of the document. If you are comparing multiple documents, you can scroll between them using the arrow buttons above the document being compared.

Paste in a custom base document

If the exemplar text you want to use as your base document isn't in Relativity yet, you can use compare by pasting in text.

To paste in a custom base document:

  1. From the Compare interface, click the Paste Text button.
    An image of the Paste Text button.
  2. Enter a title for your custom base document, and paste the body of your section or contract into the Enter Text section.
  3. Select Make Base Document to execute the comparison analysis immediately, or select Save to add it your list of base documents for later use.
    An image of the Make Base Document button after using the Paste Text function.

  4. The document will appear in the document list with a red highlight next to it.
    Similarity scores will appear next to target documents.

  5. Click Compare Documents to compare.

Note: The pasted in text is not permanently saved as a document for use outside of the Compare interface.

Noise removal settings

You can ignore differences between documents that result from case changes or white space.

To change noise removal settings:

  1. From the Document Compare window, click Settings.
  2. Toggle on Ignore whitespace.
  3. Toggle on Ignore case changes.
    An image of Noise Removal Settings in the Compare interface.
  4. Click Save.

Note: Clicking the Compare Documents button affects the compare score. The compare interface will not display differences resulting from white space or case changes.

Filter target documents

The following Contracts Compare controls let you filter target documents:

Similarity range slider—use the Similarity Range slider to narrow the similarity score range. Drag the slider buttons to your desired range to view documents within that range.

Sort by score—view results by sorting the Contracts Compare score by most or least similar. Click the Score column to toggle sorting by most similar or least similar.

Sort by control number—click the Control Number field to sort the column by control number ascending or descending.
When you click Compare Documents, the control number sort order from the scores page will be used.
Whenever you open Compare, your last sort order on control number will be used.

Type to filter target documents—use the Search bar to find specific control numbers to include as target documents for comparison.

An image of document result filters.

View differences using the compare interface

You can view detailed compare results by selecting Compare Documents. Highlights on compare results indicate differences in documents:

  • Green—present in the target document, but not in the base document.
  • Red—present in the base document, but not in the target document.
  • Red followed by Green—text is present, however the target document verbiage differs from the base. Red highlights show different text in its place.

An image of documents being compared.

Export differences

You can export a Word document or an Excel file with tracked changes and strike-throughs representing Compare results.

You can also export compare results to a saved search.

Export to Word

To export differences to Word:

  1. Select Export in the Compare interface.

  2. Select Microsoft Word, then select Export.
    An image of the Export window in Contracts Compare.

Open your downloads folder or save location and open the file. Default orientation is landscape to maintain the formatting of the extracted text.
An image of Compare results exported to Microsoft Word.

Export to Excel

To export differences to Excel:

  1. Select Export in the Compare interface.
  2. Select Microsoft Excel.
  3. You can add more fields to the export. Below the Add Fields heading, click on a field to add it to the final export.
  4. To add a logo to the export, select Choose a File.

Open your downloads folder or save location and open the file.

Export to a saved search

To export to a saved search:

  1. Once you've compared your sections or contracts, select Export in the Compare interface.
  2. Select Saved Search.
  3. Enter a name for the saved search and click Export.

In the Document List, open your Saved Search folders. Your Compare export appears.

Export differences among master agreements

Before exporting differences among master agreements, you can make sure all sections of your contracts line up one-to-one using Map Sections:

Note: A requirement of Map Sections is that your contracts have their sections segmented using Contracts Segment Analysis. You can adjust sections using the Edit sections workflow.

  1. Select Export in the Compare interface.
  2. Select either Word or Excel.
  3. Select Map Sections.
  4. Drag sections up or down for the best one-to-one match. With this workflow you can match sections as needed.
    An image of the Map Sections in the Export window.
  5. Drag a section onto an empty tab at the bottom of the list to create an empty filler section to map. This will display as a Contracts filler section on in the comparison interface and in your exports.
  6. Select Previous or Next Document to map remaining contracts.
  7. Select Export.
  8. Choose to export to Word or export to excel.

Open your downloads folder or save location and open the file.