Review a document with AI before you send

New to AI review? Follow the complete walkthrough with screenshots first.

Let AI check a document for mistakes, missing terms and risky terms before you send it. You decide on every change, and AI puts the approved changes into the document while keeping its original layout.

AI suggestions are not legal advice. Review every finding yourself, and ask a lawyer when you need legal advice.

Before you start

• A document you want to send (a PDF; scanned documents are read with OCR)
• AI pages available. A review uses one AI page per page of the document. See AI pages and billing.

1. Start the review

   Upload your document. When eSignMor asks Review this document with AI?, choose Review with AI.

   If you chose Skip, you can start it later: open the document in the editor and select Review with AI.

   Result: The AI review page opens.

2. Tell AI about the document

   Under What is this document?, pick the closest type: contract or agreement, NDA, employment/HR, lease or rental, finance (loans, invoices, POs), proposal or quote, healthcare or consent, or other.

   Optionally fill in Which side are you on? and Anything to focus on?, then select Start AI review.

   Result: AI starts reading the whole document.

3. Read the findings

   The full document is shown with each finding highlighted in place: red for text to change, green once you approve it. Findings are grouped as:

   • Mistakes: wrong names, dates or amounts, arithmetic errors, and blanks left unfilled in the terms.
   • Missing terms: clauses a document of that type normally needs, such as force majeure, IP ownership or survival.
   • Risky terms: one-sided or likely unenforceable clauses, considering the jurisdiction named in the document.

   Click a finding to jump to it in the document, or use Previous and Next. First results appear in under a minute; slower checks for missing and risky terms continue in the background, and you can start approving while they run.

   Every finding is checked a second time against the document’s actual text. Unsupported findings and duplicates are removed, each quote is exact, and blank name, address, contact, signature and date lines are not flagged.

4. Approve, edit or reject each finding

   For each finding choose:

   • Approve to accept the suggested change.
   • Edit to change the wording before you approve it.
   • Reject to leave that part of the document as it is.

   To approve many findings at once, use Select all.

   Result: Approved findings turn green. Nothing changes in the document until you apply them.

5. Apply the changes

   Select Apply N changes & continue to signing (N is the number of changes you approved). If you approved nothing, select Continue to signing instead.

   AI edits the original PDF in place, with the same fonts, margins and pages. Old wording is removed, not hidden. Removed clauses read “[Intentionally omitted.]”. New clauses, and rewrites too long for their space, go on an Addendum page at the end that forms part of the agreement. A word-for-word safety check compares the result with the original before it is used.

6. Add any other changes

   Under Any other changes before you send?, type a change in plain words, for example “change payment terms to Net 30”. AI finds the exact place in the document and applies it.

   Select View updated document to check the result, or Continue to signing.

   Result: The updated document is ready. You can still Restore original if you prefer the document as it was.

7. Check the signers and fields, then send

   AI adds the signers and places signature, name and date fields sized to match the document’s text. Check each recipient and field, adjust anything you need, then send the document as usual.

   Result: The corrected document goes out for signature.

Good to know

• Nothing changes without your approval, and the original document is kept.
• The corrected document, the addendum, the signers and fields, and any extra changes you type are included in the AI pages used by the review.
• AI features run on Google Cloud Vertex AI (Gemini models). Your document is processed only to provide the feature. Google Cloud’s Vertex AI terms state customer data is not used to train Google’s models.