This month we made every word inside your documents searchable, and gave every Placeholder an audit log.
Search now reads your documents
Search used to match titles of deals, documents and templates. If you couldn’t remember what a document was called, you couldn’t find it. Now it reads the text inside every deal document, template and clause — and shows you the passage that matched, not just a file name.
Results land on the clause, not the document
We break each contract into its clauses as we index it, so a hit tells you where it came from. Search “termination for convenience” and you get the documents that have one, with the clause named and your words highlighted in the passage.
- Works across Word documents, templates and your clause library
- PDFs are included, along with anything typed into their form fields
- Quoted phrases like “security deposit” matches the phrase, not the words
- Filter documents by Word or PDF
Ask the assistant about what you found
Every document result carries an Ask AI button. Search finds the document; the assistant answers questions about it, already scoped to the right one. No hunting for it a second time. Search inside documents is off by default. Turn it on with the checkbox under the search box — it stays on for you after that.
Every field now keeps its history
Placeholder values used to show you what they are. Now they show you how they got that way. Each field keeps an append-only record of every change: the new value, the value before it, who made it, when, and what caused it.
- Typed — someone edited it directly
- Contact — pulled from a contact record
- Deal field — propagated from a deal-level value
- Linked / Unlinked — connected to or cut from a deal field
- Executed — frozen at signature
Open the history on any field to see the full trail.
Why this matters for your Deals
Two questions come up constantly on a deal and neither had a good answer before. “Which of our contracts say this?” meant opening documents one at a time until you found it. Who changed this number, and to what? meant asking around and hoping someone remembered.
Both are now a lookup. One reads your documents. The other reads their history.
A document you can’t search is a filing cabinet. A number you can’t trace is a guess.
