Flagged Terms
Define custom terms that Cothon highlights whenever they appear in analyzed RFP documents
Flagged Terms
Flagged terms let you tell Cothon which words and phrases matter to your business. Whenever an analyzed document contains one of your terms, the passage is surfaced in the analysis results — so contract language you care about never slips past unnoticed.
What a Flagged Term Is
A flagged term has two parts:
- The term — the word or phrase to watch for (for example, "liquidated damages", "performance bond", "on-site presence")
- A category — one of six fixed categories that classifies why the term matters
| Category | Typical Use |
|---|---|
| Risk | Penalty clauses, damages, termination language |
| Legal | Indemnification, jurisdiction, IP ownership |
| Financial | Bonding, holdbacks, payment terms |
| Technical | Specific technologies, standards, platforms |
| Opportunity | Option years, standing offers, renewal language |
| Other | Anything that doesn't fit the categories above |
Flagged terms are personal — each user maintains their own list.
Managing Your Terms
Flagged terms are configured on the Bid Configuration page, alongside your other analysis settings (see Scoring Settings).
- Add a term: enter the term and choose a category.
- Edit a term: change its text or category at any time.
- Delete a term: remove it from your list. Deletion asks for confirmation.
Note
Terms are detected during analysis. Changes to your list apply to analyses you run afterward — they do not retroactively update existing results.
Where Flags Appear in Results
When an analyzed document contains one of your terms:
- The matching passages appear in the flagged sections of the analysis results, with their category, and can be filtered by category.
- The analysis list on an opportunity's Documents section shows a flagged terms count for each analysis, so documents with hits stand out.
- Flagged terms are also included in the PDF export of the analysis.
Choosing Effective Terms
- Flag decision-driving language, not common words. "Liquidated damages" is a useful flag; "contract" would match everything.
- Cover your recurring deal-breakers: clauses that have made you walk away from bids before are the best candidates.
- Add opportunity signals too: terms like "option to extend" or "standing offer" help you spot upside, not just risk.
Tip
Set up your flagged terms before uploading documents. Since detection happens at analysis time, a well-maintained list means every new analysis arrives pre-screened for the language you care about.
Next Steps
- Uploading RFPs — run an analysis with your terms in place
- Views & Modes — reviewing results
- Scoring Settings — other bid configuration options
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