1. When doing a document review, Benchmark is a great place to start as it will flag any items that might be missing and make suggested changes.

2. You can create your own custom "Standards" or set of rules/a playbook to use for this document and any future documents.
​
All custom standards you create will be shareable across team members who are also using Spellbook.

3. To generate Standards or "Playbooks" for you and your team to use, click Upload Document.

4. Click "Browse" and select a gold standard document you want to use to create rules/the playbook for future document review.

5. Once you've selected the document and uploaded it, you can define how specific you want the rules to be for the playbook.
​
For more general, high level rules select "General and Core Terms", for more nuanced and specific instructions/rules select "Nuanced and All Terms"

6. Click "Create Standard"

7. Give this set of rules/Standard a name that will be easy for the team to recognize and add a description to easily identify if this is the right set of rules to use for documents in the future.

8. It will then generate a set of rules you and your team can repurpose for future document review. Make any edits to the rules and when you're happy click "Save Custom Standard"

9. You and your team can then access the shared set of Standards/Playbooks by going to the Benchmark tab and selecting "More Standards"

10. Click "Team Standards" to view all Playbooks/Standards generated by you and your team to repurpose on your document.

11. Look for the Standard/Playbook you want to use and select it to start reviewing your document against these set standards.

12. Another way you can share Playbooks/specific instructions with your team for reviewing documents is using the Playbook feature. To access this, click "Assistant"

13. Click "Review"

14. Click "New Playbook"

15. Under Access you can select if you want a Playbook to be visible to just yourself (Personal), or your organization.

16. Type in a descriptive Title to make it easy to reference this Playbook in the future.

17. Type in any specific instructions you want to use for future document reviews. See this Prompt How-to for inspiration.

18. Click "Save" and this Playbook will be accessible for your team to use whenever they want to do a Custom Review based on your specific instructions.

19. You can easily find and repurpose these Playbooks/custom review instructions by going under Review and clicking on the Search icon to search for the shared Playbook you want to use.

​

​