Product Deep Dive: Document Grouping in Evisort

Frustrated by not being able to easily locate the files you need in your contract management system? Evisort’s Document Grouping allows users to easily create, organize, and navigate groups of contracts and related documents. Learn more about Document Grouping here.

Ever been pressed for time, looking for a contract that’s lost in the digital abyss? Evisort was designed to surface the information you need, fast.

Here’s how it works: Evisort harmonizes artificial intelligence with the nuance of legal language to give you AI-powered contract management that really works. Our system empowers anyone who touches contracts to work better, faster, and more efficiently without extra effort.

One example is Evisort’s Document Grouping, which displays related documents together to make it easier to find information you need about connected deals or agreements.

Here’s a closer look at what you can do with Evisort’s Document Grouping:

Quickly view every contract you have with a vendor, regardless of whether it was logged under a different name.

One issue people run into with some contract management systems when trying to understand the scope of a contract with a vendor is that names are sometimes logged differently in the system. For example, Smith Maintenance Services Inc. might have been logged as “Smith Maintenance Company” by one user and “Smith Maintenance Company, Inc.” by another. Using Evisort’s Advanced Search, you can quickly view all contracts in the system that include a variation of “Smith Maintenance Company,” for instance, and then group them all together. Evisort gives you the confidence that you’ve left no stone unturned when searching through your contract portfolio.


Sort documents by criteria such as chronological order or payment terms.

When negotiating contracts, it’s important to have the most current version of the agreement at your fingertips. Sometimes, though, contracts go back decades and have numerous amendments and related documents. With Evisort’s advanced filters, you can easily find the most current amendment or the original master agreement by sorting contracts by aspects such as chronological order, effective date, or payment terms. Evisort’s Document Grouping saves time and makes it easier to do business.


Group data sets by parent-child relationships.

When you’re looking at a contract in Evisort, the platform includes a nested view of related documents such as amendments, attachments, or statements of work. You can think of this as a “family” of documents. Evisort’s Document Grouping allows you to create a group, dubbing one document the “parent” file (i.e., the originating document) and indicating which of the other documents are “child” documents (such as an amendment to the original contract). When you generate new documents, you can place them directly with the right family. Creating this linked history gives you a wide-ranging overview of your company’s dealings with a specific counterparty. Relationships are much clearer when you can see the full family tree!


We’ve designed Document Grouping and Evisort’s other innovations from the ground up to make it easy to access vital information in your contracts. Want to see these capabilities in action? Schedule a demo today!

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