You can edit any check in Emma — whether you created it yourself or added it from Emma's library — to update its question, scope, risk descriptions, or golden standard. When you save, Emma re-analyzes all relevant documents using the updated definition.
Step 1 — Open the edit form
There are two ways to reach the edit form: Option A — from the Matrix:
Go to Matrix in the main sidebar.
Select a document type in the left sidebar and click the Risks tab.
Hover over the column header of the check you want to edit.
Click the pencil (edit) icon that appears.
Option B — from the Checks page:
Go to Checks in the main sidebar.
Find the check in the list.
Click the edit icon in the Actions column on the right, or click the check title to open its detail page and then click Edit.
Step 2 — Update the fields you want to change
The edit form has the same fields as the create form. Here is what each field does and when to change it:
Field | What it does | When to change it |
Topic | Category shown in the check picker and Checks page | If the check belongs to a different subject area |
Title | Short display name in the Matrix column header | To make the name clearer for your team |
Description / Question | What Emma looks for in each document | When you want to refine or rewrite the question — this triggers a full re-analysis |
Jurisdictions | Limits the check to specific jurisdictions | To add or remove jurisdiction filters |
Golden Standard Clause | The reference clause Emma compares against | To update your compliance baseline |
High / Medium / Low risk descriptions | Defines what counts as each risk level | To make risk scoring more accurate |
Scope (M&A data rooms only) | Which areas and document types to analyze | To expand or narrow what gets analyzed |
How scope works and what you see
The Scope field controls exactly which parts of the data room Emma reviews for this check. This is critical for focusing analysis on the relevant files and for demonstrating to deal teams or regulators what was included in diligence.
Empty scope ("All areas in the data room"):
If the scope section shows "All areas in the data room", Emma runs the check on every file in the data room, including any new areas added later. This is the default when you do not select any individual areas.
This "all files" scope appears in the check details as a summary line; there is no list of individual areas below.
Selected areas or document types:
If you select specific areas, Emma displays up to three in a collapsed list (e.g. "Corporate", "Finance"), with a button to expand and show additional areas if more are chosen.
When more than three areas are selected, click Show more to reveal the complete list, or Show less to collapse it.
If you select document types within areas, the list adapts to show those (e.g. "Corporate: Shareholders Agreement").
This is useful for running specialty checks only on particular document sets, such as employment or real estate.
Example scope displays
All files:
Scope: All areas in the data room
Several selected areas (collapsed):
Scope:
"Corporate"
"Finance"
"Tax" Show 2 more areas
After expansion:
Scope:
"Corporate"
"Finance"
"Tax"
"Employment"
"IP/IT" Show less
The edit form and check detail panels both follow this summary-and-listing pattern.
Jurisdiction display:
Any jurisdictions assigned to the check are listed directly below the check title and above the scope summary for clarity.
Important: Changing the Description / Question or the Scope will cause Emma to re-run the check. Existing findings will be replaced with the new results.
Note on scope changes: Narrowing the scope does not remove findings from documents that were previously analyzed outside the new scope. It only controls which documents will be included in future analyses.
Step 3 — Save your changes
Click Save changes at the bottom of the form. Emma immediately starts re-analyzing the relevant documents. You can track the progress on the Checks page — the check status will show In progress until analysis is complete.
Note: If you are editing a check that originated from Emma's library or another data room, the button may be labeled "Create new check from preset". In this case, your edits create a new standalone copy in your current data room. The original check template or the check in the source data room is not modified.
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If you need additional help editing checks or encounter any other problem, don't hesitate to reach out through the chat bubble in the bottom right or contact [email protected].