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How to Set Up Spellbook Associate
How to Set Up Spellbook Associate

How to set up your Spellbook Associate account

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Written by Sarah Beatty
Updated today

What is Spellbook Associate?

Spellbook Associate is Spellbook's feature for multi-document workflows. Use Associate for:

  1. Revising a document template based on other reference documents (for example edit a MSA template based on another term sheet)

  2. Comparing two or more documents to highlight the differences

  3. Asking questions about multiple documents at once


How to Install Spellbook Associate

1. Go to https://associate.spellbook.legal and Click "Sign up"

2. To set up your account for the firs time, click "Sign up"

3. Enter your name and email to set up your account. Make sure that your email is the same one you signed up for the Spellbook Word App with.

4. Click "Continue"

5. Click "Verify you are human"

6. Set up a password that you will remember, you will be prompted to use this password when you want to sign into Spellbook's Associate app in the future so make sure to save it and remember it going forward.

7. You will receive an email with a verification code, copy this code to finish the activation of your account.

8. You will then be prompted to add a License Key to complete the activation. This should be emailed to you by the Spellbook sales rep you're working with. But if you do not have this License key, please contact our Support team at Success@spellbook.legal
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Once you have your license key, enter it in here

9. Click "Activate" and you can get started

10. Once you're finished the sign-up process, you'll come to the Home screen where you can start using Associate.


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Have questions? Reach out to our Support team at Success@spellbook.legal



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