Spellbook's Associate feature is a web app that focuses on multi-document workflows. It makes it easy to compare documents, revise document templates based on reference documents or ask questions about multiple documents at once.

The Spellbook Word app is intended for single-document work and focuses on reviewing and drafting a single doc. It is best to use Spellbook's Word app when you want to redline and mark up a single document or flag risks and improvements.
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Spellbook's Associate app is best for multi-document workflows. This is when you need to revise a template based on reference documents or compare other documents. It is not intended for drafting clauses or documents from scratch, which is better suited for the Spellbook Word app. The Associate feature is best for doing comparisons or revising a template document based on other reference documents.

1. When you open up Associate, you can start new projects by typing directly in the main textbox.

2. Click on "Add File" to upload the files you'd like to work with. To revise or edit a document based on other reference documents, upload the template document and any reference documents you'd like.
​Note: Associate can only edit Word .docx files, but can read PDF, .doc, and .xlsx files. Make sure the document you'd like to edit is in a Word .docx file format.

3. Type in your instructions in the textbox.

4. Click on the arrow key to start the project.

5. For any document revisions, a Start button will be provided for you to begin said revisions.
​Note: A Start button must be provided and clicked on for the revisions to begin.

6. Click on the Start button to begin revisions.

7. A circle will pop up next to the document that is being revised. A yellow circle indicates that the revisions are in progress, and it will turn green once revisions are complete.

8. You can click into the document that's being revised to see the changes happening in real time.

9. Click on the "Show Changes" icon on the top right to view the redline changes.

10. A column will open on the right-hand side, where you can see a list of all the redlines.
Clicking on "Show" will jump to the portion of the document where that redline has been applied.

11. In this menu, you can also accept or reject the redlines.

12. You can also wait until all redlines have finished processing to download the entire document with the redline changes.

13. The drop-down box next to your document name will allow you to see the different versions of your document. You can switch through previous iterations of your document, if needed.

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