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How to Create A Playbook from Pre-Made Templates
1. To create a playbook with a premade template as your base, click "Clone a Starter Playbook". This is a good option if you're not sure where to start and would like some inspiration from the market. These starter playbooks have been generated by legal experts and are usually a good starting point.
2. Spellbook will then generate a list of Starter Playbooks that are relevant to the document you have open.
You can select the best starter option based on what you're looking for.
3. It will then generate a playbook based on the starter playbook rules. You can add a description or change the if required.
4. You can then add or edit the rules to your preferences by clicking on the rule and starting to make changes.
5. Add a Fallback Position by clicking + add fallback position, below the rule settings to define an alternate acceptable position if your primary position isn't met.
6. Add Risk Levels to flag the rule as Low, Medium, or High risk, so Spellbook can prioritize and escalate accordingly.
7. Add any of the following directly under the rule by clicking the + next to each option:
Note - leave an internal reviewer note for your team (e.g., escalation criteria)
Preferred Language - specify the exact clause wording you'd like Spellbook to suggest or enforce
Comment - include a suggested comment for use during review
Requires approval from - require a specific reviewer's sign-off before the rule is considered satisfied
8. When you're happy with your rules, click Publish. Draft changes auto-save as you go (you'll see "Draft saved" at the bottom).
9. Once you've published your playbook, you'll be able to amend the Access, by selecting the Private button under the Playbook title.
You'll be able to change the access level using the General Access dropdown menu.
Ready to master Spellbook at your own pace? Visit Spellbook Academy.
Have questions? Contact our support team at success@spellbook.legal