How to Share Playbooks & Standards with Your Team
There are 3 different ways you can share best practices/requirements with your team in Spellbook:
1) Custom Benchmark Standards- Use these to have team specific standards/rules you want to use to review documents against.
2) Custom Review Instructions - If you and your team often run custom reviews with very specific instructions on things to look for, you can save these custom review instructions for the team to access and share.
3) Playbooks - To share directions for Spellbook on exactly how you want it to review your document. Add your own rules, questions you want answered and required text/clauses with your own playbooks.
How to Share Custom Benchmark Standards with Your Team
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.
How to Share Custom Review Instructions With Your Team
If you want to run a custom review to look for specific things in your document, click "Custom Review"
2. Type in any specific instructions you have for how you want the document reviewed. Think of this like giving instructions to an assistant for exactly what you want them to look for.
3. When you're ready, click the arrow to start the custom review.
4. If you want to repurpose these custom review instructions, click on Save as Playbook to access them again in the future.
5. You can also save these custom review instructions by clicking on the bookmark in the top of the page and it will save these instructions before you run the custom review.
6. This is also where you can create and save additional custom review instructions.
7. When saving the custom review instructions, you can make them accessible for just you by selecting Personal or Organization to have it accessible for any other team members using Spellbook.
8. You can also use the search button to find saved custom instructions faster.
How to Share Playbooks with Your Team for Targeted Reviews
Playbooks are intended to run a set of automated checks against the document. You can set up specific things you want Spellbook to review documents for and use your existing document specific playbooks as a guide for what you want Spellbook to do.
2. When you first open Playbooks, you'll see that Spellbook will automatically generate it's own Playbook for you based on the type of document you have open. This is a series of checks we recommend based on industry standards.
3. To generate your own custom Playbook, under the Playbook tab (found under Review) click New Playbook.
4. Give it an appropriate title and select who should have access to it. If you want it to remain personal, select Personal, if you want to share it with your team select Organization.
5. Start adding to your Playbook.
Use a rule for validating that the contract meets some criteria and can generate a suggestion when it doesn't
Use a question for data extraction i.e. finding something in the document
Use Preferred Language for adding specific examples or language you want to include in a document if a criteria is or isn't met.
Use Reviewer's Note for an internal reference/check. Basically for a quick reference of operating instructions.
Use Suggested Comments as an
Add Commentbutton that can apply suggestions to the relevant text.
6. To add a rule to your playbook, click "Add Rule"
7. Type in your rules in plain language and click "Done" to save each individual rule.
8. To see if the rule would work, click "Test" and it will run in the document and give you an example output which can help you understand if it works for your Playbook.
9. To add a question, click "Questions"
10. Click "Add Question"
11. Type in the question you want the Playbook to check/answer. For example, "is the jurisdiction New York?"
12. You can also get Spellbook to auto-generate a Playbook for you. Click on the Start Playbook Wizard icon.
13. Type in any instructions for how you want Spellbook to build the Playbook for you. Then click Generate Playbook.
14. It will then generate some rules for you based on your instructions. Click on the rules tab to review what has been generated and make any changes required.
15. Edit the auto-generated rules by clicking on the rule and clicking on the pencil icon to the right of the rule. Or remove it by clicking the garbage icon.
16. Edit the rule by typing in the changes you'd like made and click Done when complete.
17. To save your custom generated Playbook, click "Save"
18. You can always see some default Playbooks Spellbook has by clicking Starter under the Playbooks tab.
19. To find and repurpose your saved Playbooks and access your team's Playbooks, click "Yours"
Have additional questions? Reach out to Spellbook's Support team at Success@spellbook.legal