Skip to main content

CCEP - Data Validation, Additional Documents & Document Editing

How to use data validation, additional documents, and document editing in Vallor.

Written by Antonio Goncalves
Updated today

Article header

Three features to get more out of every contract in Vallor.

Author line

===== SECTION 1: DATA VALIDATION =====

Data Validation

Data validation walkthrough

When Vallor analyses a contract it automatically extracts key fields — dates, values, party names, payment terms and more. Data validation is how you confirm whether the AI got it right. Your feedback improves extraction accuracy over time.

Step 1: Open Extracted Data

Open a contract from the Library and click the Extracted Data tab on the right panel.

Extracted Data tab

Step 2: Hover over a field row

Hover over any field row to reveal the action icons on the right — including the icon that opens the source popover.

Hover icons

Step 3: Mark as valid

Click the icon to open the source popover. You'll see the exact text from the contract the AI used. Click to mark as valid if the extraction is correct.

Mark as valid

Step 4: Mark as invalid

Click to mark as invalid if the AI got it wrong — correct the value directly from the same popover.

Mark as invalid

Tip: Focus on the fields your team relies on most — contract value, dates, party names. Validated fields feed directly into dashboard reporting and cross-contract search.


===== SECTION 2: ADDITIONAL DOCUMENTS =====

Additional Documents

Additional documents walkthrough

While working on a contract you can upload a supporting document — a rate card, schedule, addendum, or reference agreement — directly into the workspace. The document is saved against the contract and stays accessible for future sessions.

Step 1: Open Additional Documents and upload

Open a contract and click the Additional Documents tab. Click Upload in the top right corner.

Upload files dialog

Step 2: Select your file

Drag and drop your file or click "Click to upload". Supported formats include PDF, Word, Excel, CSV and more up to 1 GB. Click "Upload files" to confirm.

File selected

Step 3: File appears in the library

The file uploads and appears in the Additional Documents library with the title, type, date and uploader. Accessible to anyone working on this contract.

Document in library

Step 4: Reference the file in Chat

Switch to the Chat tab and reference the uploaded document in your instructions — for example: "Summarise the key terms from the uploaded schedule" or "Compare the pricing in the uploaded document with Section 4."

Chat with uploaded doc

Note: Uploaded files are permanently saved to the Additional Documents tab and remain accessible for future sessions.


===== SECTION 3: DOCUMENT EDITING VIA CHAT =====

Document Editing via Chat

Document editing via chat walkthrough

You can now edit your contract directly through the AI chat using plain language instructions. The AI reads the contract, identifies the right field or clause, and applies the change — confirming exactly what it updated.

Step 1: Open the Chat tab

Open a contract and click the Chat tab on the right panel.

Chat tab

Step 2: Type your edit instruction

Type your edit in plain language and press Send. Be specific — name the field, clause or date you want changed. For example:

  • "Change the effective date to March 10th 2026."

  • "Extend the contract end date to 31 December 2027."

  • "Update the governing law clause to English law."

  • "Add a confidentiality clause after Section 4."

Typing instruction

Step 3: The AI reads the contract and plans the update

The AI reads the contract, identifies the correct field, and shows its reasoning as it works.

AI thinking

Step 4: Change confirmed

The change is applied and the AI confirms exactly what changed — including the old and new values. Ask follow-up questions or make further edits immediately.

Change confirmed

Tip: Chain instructions in the same chat — after one change, type another and the AI continues. To undo, type "Revert that change."

Did this answer your question?