Upload a secondary document mid-review and have the AI extract relevant items directly into your contract.

Written by Antonio Goncalves · Released April 1, 2026

Role tags

Before starting

Note:
You need an active Workspace with a contract open. Have the supporting document (PDF or DOCX) ready on your machine before you begin.

Overview

What this flow does

Released April 1, 2026. While working in a Workspace, you can upload an additional document directly in the chat panel. Supported types include price lists, SOWs, amendments, DPAs, and more. The AI reads the uploaded document and inserts relevant clauses, data, or terms into the main contract being reviewed.

Step 1

Step 1: Open a Workspace

Click Workspaces in the left sidebar and open any active redline project.

app.vallor.ai/workspace/redline

Step 2

Step 2: Open the Chat panel

Click Chat in the top bar of the workspace. The chat panel opens on the right side of the screen, alongside the document viewer.

Step 3

Step 3: Upload the supporting document

In the chat input, click the Upload Files button (paperclip icon at the bottom of the chat). Select the document you want to reference. Accepted formats: PDF or DOCX.

Example use cases

Upload a DPA template to add GDPR data processing clauses
Upload a price schedule to validate payment terms
Upload an SOW to add scope-of-work language
Upload your golden clause library to cross-reference against the supplier draft

Tip: DOCX files give the most accurate extraction. If your reference doc is a PDF, the AI can still read it but formatting-heavy tables may not extract perfectly.

Step 4

Step 4: Ask the AI to use the document

After uploading, type an instruction in the chat telling the AI what to do with the document. Be specific about what you want extracted or cross-referenced.

Example prompts:

Using the uploaded DPA template, add the data processing clauses from section 3 into this contract.

The uploaded document contains our standard payment terms. Check if this contract matches them and flag any differences.

Extract the pricing from the uploaded price list and insert it into Section 4 of this contract.

Tip: Be specific in your instructions. "Add clause 3.2 from the uploaded doc" works better than "add the relevant clauses."

Step 5

Step 5: Review the AI's output

The AI reads both documents and makes the requested changes or flags differences. Changes appear in the document viewer on the left side of the workspace as tracked edits.

AI response with changes applied to document

You can continue the conversation in chat to refine, ask follow-up questions, or request additional changes from the uploaded document.

Step 6

Step 6: Accept or refine

Review each change as you would any other redline. Use the checkmark buttons or the redline cards to accept, modify, or reject each suggested change.

Tips section

Tips and workarounds

Tip: You can upload multiple documents in the same chat session. Upload one at a time and give the AI a specific instruction for each before uploading the next.

Tip: DOCX files give the most accurate extraction. PDF files work but formatting-heavy tables may not extract cleanly.

Tip: Be specific in your instructions. "Add clause 3.2 from the uploaded doc" works better than "add the relevant clauses."

What to do next