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How to Use Spellbook to Ask Questions Across Multiple Documents at Once
How to Use Spellbook to Ask Questions Across Multiple Documents at Once

How to use Spellbook's Associate feature to ask questions about multiple documents at once.

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Written by Sarah Beatty
Updated today

What is Spellbook Associate

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.


Spellbook Word App vs Associate

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.


How to Use Spellbook to Ask Questions Across Multiple Documents at Once

Once signed in, start your first project by clicking Blank Project

2. To start working with Associate, upload the documents you want to work on. Click "Upload files". You can upload as many document as you like, but we recommend starting with 2-5 for best results.

3. Select as many documents as you like and click Open

4. Click "Upload files and continue"

5. Type in the questions you want answered about the multiple documents and Spellbook will review all the documents uploaded and give you answers.

Have additional questions or want more support? Contact Spellbook's Support team at Success@spellbook.legal

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