Skip to main content
Review results view showing analyzed document with findings This guide walks you through running a document review from start to finish, including how to interpret, verify, and export your results.

​
Before You Start

Libra mascot with clipboard
You can start a Review from a pre-built template or create a new one from scratch. Templates define the criteria that Libra checks for in each document.
Browse available templates in Review Templates.

​
Creating a Review

1

Select a Template

Choose an existing template or create a new one. Templates define what Libra looks for in each document.
  • Libra templates: Pre-built templates for common review tasks
  • Team templates: Templates shared by your colleagues
  • Your templates: Templates you’ve created
Create Review wizard Step 1 showing template customization with review title, description, and topics
Start with a pre-built template and customize it later based on your results.
2

Upload Documents

Add the documents you want to review. You can upload multiple files to review them all against the same template.Supported formats include PDF and Word documents.Create Review wizard Step 2 showing document selection with file browser
3

Start the Review

Review your selections and click Start Review to begin. Libra will analyze each document against your template criteria.Create Review wizard Step 3 showing summary of topics and documents before starting
4

View Results

After the review completes, results are organized by your template criteria. Each criterion shows a finding with the relevant source text from the document.Review results view showing checklist with findings for each criterion

​
Understanding Results

Review results showing checklist on left with pass/fail indicators and expanded criterion details on right After a review completes, you see your criteria as a checklist on the left. Each criterion shows a pass (green checkmark) or fail (red X) indicator based on whether the document meets the requirement. Click any criterion to expand its details:
FieldDescription
QuestionWhat the criterion is checking for
AnswerLibra’s finding, with numbered citations linking to source text
AssessmentLibra’s evaluation of whether the criterion is met

​
Viewing Sources

Answers include numbered citations (like 1.1, 2.1) that reference specific passages in your documents. Click any citation to open the source panel, which displays the original document with the relevant text highlighted.

​
Verifying Results

Review sources panel showing the original document text that supports each finding To verify a finding:
  1. Click on the finding to expand details
  2. Review the Source text that Libra identified
  3. Click the location link to view the text in context
  4. Confirm the analysis is correct
Always verify important findings by checking the source text. AI analysis is a starting point, not a final conclusion.

​
Exporting Results

Export your review for use outside Libra.
1

Click Export

Click Export in the results view and choose your format.Export button in the review results view
2

Download

Download the file. Exported documents include the findings, source text, and any notes you added.Export format selection dialog

​
Saving and Sharing Reviews

Review history showing saved reviews in the project Reviews are automatically saved to your project. You can:
  • Return to a review later to continue analysis
  • Save a review as a template by clicking the bookmark icon in the top right—reuse it for similar documents later
  • Share completed reviews with team members

​
Tips for Effective Reviews

Select a template that matches your document type and review purpose. A general contract review template won’t work well for specialized compliance checks.
When reviewing multiple similar documents, process them together using the same template to ensure consistency.
For high-stakes decisions, always click through to the source text to confirm Libra’s analysis is correct.
Use the notes feature to capture your observations while reviewing. This saves time when writing reports later.

​
Next Steps

Templates

Create custom templates for your specific review needs.

Discovery

Extract data across large document sets.