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LOIS saves your past work so you can return to it, continue a conversation, or reopen an earlier review. History is available in two places, and they share the same underlying chat sessions. In the web app, the Chat history drawer covers your Composer chats. In the Word add-in, the History drawer covers the same chats plus your agent reviews and document reviews, and adds filtering by document and by type.

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Opening history

In the web app, select the history icon in the Composer panel header. The Chat history drawer opens over the panel. In the Word add-in, select the history icon in the header of either the Composer or Review tab.
The LOIS for Word Composer tab in Microsoft Word, with the history icon highlighted in the panel header
The add-in drawer opens pre-filtered to the tab you came from — from Composer it shows only your chats, from Review only your reviews.
The History drawer showing the This document and All documents scope toggle, a search field, and saved Composer sessions

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Filtering the list

Use the search box at the top of either drawer to filter by title. The Word add-in adds two more filters:
  • Scope — switch between This document and All documents.
  • Type — use the filter button in the search field to show or hide Composer chats, Agent reviews, and Reviews.

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Renaming

  1. Open the row’s overflow menu and select Rename.
  2. Edit the title inline.
  3. Press Enter or select Save.
A History row overflow menu open, showing the Rename, Retain indefinitely, and Delete actions
Document reviews in the add-in cannot be renamed.

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Retention

Chats are cleaned up automatically based on your organization’s retention policy. Admins can configure it in Organization settings, or open it from Retention policy in the add-in drawer’s overflow menu. To keep a chat, open its overflow menu in the Word add-in and select Retain indefinitely. A lock icon appears on the row, and the chat is protected from cleanup until you select Allow auto-cleanup.

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Deleting everything

Open the drawer’s overflow menu and select Delete all. You’ll be asked to confirm, and the action cannot be undone. Retained chats are not deleted.

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Tips

  • Use All documents when you remember a past conversation but not which file it was in.
  • Use This document to see everything discussed or run against the current contract.
  • Rename important items (for example, MSA - Acme - round 2) to make them easier to find later.
  • Retain a chat before a long negotiation so cleanup doesn’t remove the thread mid-deal.