1. To go to Playbooks, Click "Review"
2. Click "Playbooks"
3. Click the + Button to create a new playbook
4. To create a playbook from scratch, you can manually add any rules and requirements. Simply go to the Review tab, select Playbook and then click the + to Add New Playbook.
5. Click "Start From Scratch"
6. You can now add as many rules and requirements as you like. Simply click "Add Rule"
7. You can then type in any rules and requirements you have for the document type.
8. You can add a Fallback position by selecting the "Add a Fallback position" icon under a rule and typing in whatever the fallback position should be for the rule/requirement.
9. You can also add preferred language that you want to use when enforcing the rule for the playbook by clicking the 3 dots under the rule and selecting Preferred Language"
10. You can then type in whatever preferred language or clause language you'd want to use.
11. You can even generate a rule based on a section of a document you have open. Simply select a portion of the document and select the Suggest A Rule from Selected Text option.
This will prompt Spellbook to create a rule based on the section of the document you've highlighted.
12. You can also use Spellbook to suggest additional rules to add by clicking the Suggest Rule button and it will populate additional rules that might be relevant based on the document you have open.
13. When you're happy with your playbook, click "Save"
14. You can easily find any playbooks you've created again by going under the Review tab and clicking Playbooks.
15. This will then show all the playbooks you have available in your playbook library to use.
16. You can also leverage the Search feature to search through your Playbooks to find the right playbook for you.
Have other questions? Please reach out to our Support team at Success@spellbook.legal