1. Use Associate to revise your NDA template, click New Project to begin
2. Upload your NDA template and any relevant reference documents (your NDA playbook, relevant feedback from your client, etc) by selecting 'Add Files'.
3. Select your File Source to upload your documents. Once attached, your files will show at the top of your prompt box.
4. Type your instruction for Spellbook to revise your NDA template based on an existing playbook or type out instructions for how you want the template revised.
Use a prompt like:
"Revise my NDA template based on the attached NDA playbook"
5. To improve your prompt, click the "Enhance" button
6. Click the Arrow button to begin revising your template NDA based on the reference documents or instructions.
7. Associate will begin working on your instructions and make the requested changes to your uploaded document(s).
8. You can open your document in Associates embedded editor by clicking the file name.
9. Click through the document redlines to see the edits made to the NDA based on the reference documents or instructions you gave.
When clicking through the redlines, you'll see the option to Accept or Reject the edits.
11. Download the revised NDA template by using the Download Button (top right).
12. You can then further review and improve the NDA draft by opening the document with Spellbook's Word Add-In and running a Review on it. Click the Review button.
13. Select the review you'd like to run, but the best option in this case is a Negotiate Review
14. If using the Negotiate Review option, you'll be required to input the necessary information, including Client and Jurisdiction.
15. Once this information has been input, you'll be able to select 'Start'
16. Spellbook will then give suggestions for how to improve the document. You can review these suggestions and choose to apply the revision by clicking Apply.
17. To save time with this review process and review the revised NDA draft against your standards, you can use Playbooks in the Spellbook Word Add-In.
18. Select the appropriate Playbook for the document (or create your own)
19. Click "Run this Playbook"
20. Based on the rules of the playbook that pass or don't pass, Spellbook will give suggestions for what to adjust to meet your standards.
21. You can apply the changes by clicking into any failed rules and clicking Add Language. Click 'Insert' to apply the suggested changes.
Ready to master Spellbook at your own pace? Visit Spellbook Academy.
Have additional questions? Please reach out to Spellbook's Support team at success@spellbook.legal