This article will cover:
Quest is a chat based Q&A functionality that enables users to query their contract documents via 2 methods:
Summarise - ask Quest to summarise the contract, focus on a specific item, and/or specify the format you would like to read in (i.e in bullet points)
Retrieve - ask Quest for specific information within the contract (i.e what is the start date?)
Users can save time that would otherwise be spent manually reviewing documents, making it easier to understand key provisions within contracts.
Quest is available when your contract Contract has one of the following statuses:
agreed pending start
It is not accessible when the contract is in draft status
Quest sits in the Contracts module on the Contracts page and you will find the following icon in the bottom right of your screen:
Please note: Quest needs to be enabled from DeepStream. If you cannot see the Quest icon, please contact: Support@deepstreamtech.com
Click the Quest icon and a chat pop up box will appear containing the available contract document(s):
Please note: Quest currently only processes PDF documents. It needs to be processed to prepare the document for reading, the length of the PDF will impact the time taken to process.
Once Quest has processed the document you have selected it will provide you with the following options:
Choose your mode and then enter your query, directions for a summary or solely 'Summary' then click on the arrow icon:
If you make an amendment to the Contract, you are able to upload a new contract.
This means you can have multiple contract documents:
Quest has the ability to retrieve information from multiple documents, you have the option to select the files on the side of the chat box:
For any further queries, please email: firstname.lastname@example.org