Associate’s Tabular Reports is an AI-first, tabular contract report that helps legal teams structure, review, and track contracts. You can upload or sync documents, automatically extract metadata into editable views, and query large contract sets in minutes.
Note: Tabular Reports has a limit of 500 documents per account at no extra cost. This is a pooled account-wide limit, not a per-user or per-table limit.
Additional documents after that may be subject to additional fees. Please contact your Account Manager or success@spellbook.com for more details.
Tabular Reports
1. Navigate to the 'Tabular Reports' section in the sidebar.
2. Select 'New Tabular Report' to add a new report.
3. Associate can assist you with building out the report by typing in a prompt, or click on "Skip" to do a manual setup.
4. Add documents to your tabular report by uploading them from your computer.
OR connect to OneDrive, SharePoint, Dropbox, iManage, or Google Drive to transfer files from your accounts.
Note: Make sure you're signed into the same email in both accounts or the integration will not work.
Click on Add Documents when you're ready to upload.
5. Your Tabular Report will look something like this.
6. To add new documents to the table, click on "Add Documents."
7. Add new columns by clicking on "Add Column." You can add your own custom columns or select the recommended ones.
8.Click on the '+' icon to add new views to the table.
9. Click on the column settings to manage your columns.
10. You can click on the individual documents if you need to preview the contents.
11. To delete documents, select the ones you'd like deleted, and click on "Remove [x] Documents."
Ready to master Spellbook at your own pace? Visit Spellbook Academy.
Need additional assistance? Contact our support team at success@spellbook.com