Spellbook

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Spellbook Use Cases &amp; Cheatsheet (2025).pdf

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Spellbook Cheatsheet

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Create your workspace and invite the people you work with.

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Install Spellbook: Associate, Word & Google Docs

Install Associate

Install Spellbook in Microsoft Word

Uninstall and Reinstall Spellbook in Microsoft Word

Install Spellbook in Google Docs

Installation and Setup

Associate Overview

Associate Prompt Guide

Associate Personalization Settings

Organization Profiles

Associate

Compare Documents in Associate

Ask Questions Across Multiple Documents

Compare and Analyze

Revise Documents with Reference Documents

Annotate a Term Sheet

Revise Document

Finding and Running an Associate Workflow

Create and Configure an Associate Workflow

Manage Your Workflows

Workflows

Tabular Reports

Review Tables

Reports and Review Tables

Upload Files to Associate Library

Document Uploads and Library

Spellbook Overview Video

Spellbook Overview

Spellbook (Word Add-In)

Playbooks Overview

First Party Playbooks: Redline Review

A Lawyer's Guide to Playbooks (Videos)

Playbooks Best Practices

Playbooks

Create, Customize, and Manage Playbooks

Ask (Spellbook's Built-In Assistant)

Enhance Prompts in Ask

Upload and Use Reference Documents in Ask

Legal Sources

Search Library with Ask

Revise Documents with Ask

Examine Documents with Reviews

How to Use Comprehensive Review

Custom Review

How to Use Proofread

Preference Learning

Review

Draft Clauses

Draft Documents from Scratch

Draft

Set Up and Use Library

Spellbook Library Integrations

SharePoint Integration

iManage Integration

Library

Summarize Redlines

Compare Documents

Benchmarks

More Spells

Using Spellbook as a Transactional Lawyer

Using Spellbook as a Litigator

Tips for Writing Effective Prompts

Best Practices & Pro Tips

Spellbook is Greyed Out

Spellbook Disappeared from MS Word

Spellbook is Stuck on the Initializing Screen

Take a Screenshot: Windows & Mac

Troubleshooting Spellbook in Deployments

Update Business Address, Email, Phone Number with Stripe

Troubleshooting

Deploy Add-Ins in the Microsoft 365 Admin Centre

Add the Spellbook App in Microsoft Entra

Spellbook Authentication Migration — Guide for IT Admins & Security Teams

Enable MS Word Store to Install Spellbook

IT and Security Documentation

(Admin) Manage Users in Spellbook

(Admin) Add Users to the Account

(Admin) Remove Users from Spellbook

(Admin) Add Users to Teams

Access Controls

Admin Settings and Permissions

Frequently Asked Questions (FAQ)

Cancelling your Trial or Paid Subscription

Data Retention from Trial to Paid Subscription

File Size Limits in Spellbook and Associate

Access Spellbook Receipts

Reviewing PDFs with Spellbook and Associate

Frequently Asked Questions

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