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# Using predefined checks

Checks are questions or clause definitions Emma runs against every relevant document in your data room. The result — a risk level per document — appears as a column in the **Risks** tab of the Matrix.

Emma provides a library of predefined checks organized by topic. You can also reuse checks from other data rooms in your organization. This article walks you through adding them.

# Step 1 — Open the check picker

Go to the **Matrix** in the main sidebar, select a document type in the left sidebar, and click the **Risks** tab. Then click **Select checks** in the toolbar.

You can also open the picker from the **Checks page** (main sidebar) by clicking **Select checks** in the top right.

# Step 2 — Browse Emma's checks

The picker opens on the **Emma's Checks** tab, which shows the full predefined library.

Checks are grouped into topics such as HR, Commercial, Financial, IP, IT, General, and more. Click a topic name to filter the list, or use the **search box** to find a specific check by name or keyword.

Each check card shows:

* **Title** — the name of the check
* **Description** — what Emma looks for in documents
* **Jurisdiction tags** — which jurisdictions the check applies to
* **Risk descriptions** — what constitutes High, Medium, and Low risk for this check

Checks that are already added to your data room are greyed out.

**Example:** click **HR** in the topic list, then tick the checkbox on **Non-Solicitation of Employees**, **IP Transfer**, and **Non-Compete Clause**.

# Step 3 — Select and add checks

Once you have ticked one or more checks, a button at the bottom of the dialog shows **Create N check(s) from selection**. Click it.

If you want to reuse checks from another data room in your organization, switch to the **Your organization's checks** tab (it is labelled with your organization's name), drill into the data room of your choice, and select checks there before clicking the button.

# Step 4 — Configure scope (M&A data rooms)

A **Configure scope** dialog opens. Scope controls which documents Emma will run each check against. You should target the scope as precisely as possible — running checks against all areas increases analysis time and may produce more false positives.

1. Under **Areas**, select the areas that are relevant for these checks. For HR checks, for example, select the HR or Employment area.
2. Optionally, under **Document types**, select specific types within those areas. Leave this empty to include all document types in the selected areas.
3. Click **Add check**.

In Projects, scope is fixed to the single document type and this step is skipped.

# Step 5 — Wait for Emma to analyze

Emma immediately starts analyzing every document that matches the scope. Analysis can take a few minutes depending on the number of documents.

You can track progress on the **Checks page** — each check shows a status of **In progress**, **Completed**, or **Failed**. New documents uploaded later that match the scope are analyzed automatically.

# Step 6 — Review the results

Go to the **Matrix → Risks tab**. You will see a new column for each check you added. Each row is a document; each cell shows the risk level Emma found:

| Level | Meaning |
| --- | --- |
| High | A significant risk was found |
| Medium | A moderate risk was found |
| Low | A minor risk was found |
| No risk | The check found no risk in this document |
| Unspecified | Emma found something relevant but could not determine the risk level — requires manual review |

Start with the **Unspecified** cells — these are the ones that require your review. Double-click a cell to open the file viewer, read the highlighted clause, and select the risk level you consider appropriate (High, Medium, Low, or No risk). Your colleagues will see that you reviewed it.

For a full guide to reviewing risks in the file viewer, see [Risks](https://docs.emma.legal/en/articles/11786119-checks-and-risks).

# Related articles

* [Creating a custom check](https://docs.emma.legal/en/articles/11554418-create-a-custom-check)
* [Editing a check](https://docs.emma.legal/en/articles/11554329-edit-a-check)

If you need additional help configuring checks or encounter any other problem, don't hesitate to reach out through the chat bubble in the bottom right or contact [[email protected]](/cdn-cgi/l/email-protection#1f6c6a6f6f706d6b5f7a72727e31737a787e73).