Follow the Installation Guide article for detailed steps - this article covers installing Spellbook in Word, Associate and Spellbook in Google Docs.
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Running into problems installing? Check the Troubleshooting Section in the Installation Guide.
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Still having issues? Email us at success@spellbook.com for help.

If your organization signs in via Google or Microsoft SSO, you'll continue using that method - you'll just be prompted to confirm your account the first time after the sign-in update rolls out.
If you don't use SSO, you'll set up an email and password.

If you originally signed up under a different email than the one you now use to sign in, your existing Playbooks and saved Prompts may be tied to that old email. Merging accounts (via the diamond icon → Merge Accounts in the Word Add-In) reconnects them. This became a requirement as part of the broader sign-in update - most users won't need to do this unless they've used more than one email with Spellbook.

You can access your invoices/receipts via the billing portal - log in with the email on your billing account, and you'll get an emailed authentication code. (Note that this may differ from your Spellbook email).

Please email success@spellbook.com and the team will process it.
Monthly plans end at the close of the current billing period; annual plans stay active until the end of the paid term, and cancelling just stops renewal.

You keep access until the end of your current billing period - cancelling doesn't cut you off immediately.

Yes, you can reactivate and set up a new subscription at any time by contacting the team at success@spellbook.com.

Depends on the trial type:

At this time, we do not offer refunds. Please view our refund policy and terms of service, linked respectively.

If you have any questions about this, please don't hesitate to reach out to our support team at success@spellbook.com.

Your documents live in your own systems (Word, your DMS, cloud storage) -Spellbook doesn't store your files, so cancelling doesn't put your documents at risk. That said, during a trial specifically, your projects and saved work inside Associate become inaccessible once the trial ends unless you upgrade - so download anything you need before it expires.

Yes - your previous projects and account data reappear once you resubscribe or upgrade from trial to paid.

Admins can invite Teammates via the Spellbook Add-in. See the article for detailed steps here: How to Add Users to your Account.
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Admins can remove users by blocking them. See the article for detailed steps here: How to Remove Users

No - only Admins can invite, remove, or change roles for users, and only Admins can create/edit/delete teams. See the How to manage users in Spellbook article.

Yes, Admin's can use teams to control who can access or view certain Playbooks, Workflows or Library folders based on the Team or Teams you give access to. See the How to Add Users to Teams article.

Sharing is current available at the team or organization-wide level, sharing with an individual is not currently supported.
For Library, sharing is available at the folder level, rather than at individual clause level.

Try closing and relaunching Microsoft Word, Signing out of Spellbook and back in, Or restarting your computer.
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If it still gets stuck, see the Spellbook stuck on Initializing Screen troubleshooting article or contact Support with a screenshot.

First, try opening Word and navigating to Insert → Add-ins, Look for Spellbook in your installed add-ins and reopen it.
If it isn’t listed, re-install Spellbook by follow the steps here: Re-installing Spellbook in Word
For more, see the Spellbook Disappeared from Word article. Note that if your firm manages Word add-ins centrally, you may need to contact your IT/admin team.

If Spellbook works in some documents but not others, try:
1. Opening a blank Word document and launch Spellbook there.

2. Save the affected document locally, then reopen it.

3. Copy the contents into a new Word file and try again.

Sometimes, yes. You may be asked to sign in again after a Spellbook update, Word update, password/SSO change, or Microsoft account switch.

If you can’t sign back, confirm you’re using the correct work email or use SSO if your organization signs in that way.
If the issue continues, please contact Support.

Check your internet connection and close unnecessary Word documents or apps. You can also try Restarting Word. If you're still having issues, try again in a smaller or simpler document.
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If the problem continues, please reach out to Support with the following (the more information you can provide the quicker we can investigate):