Why Use Reviews?
To save time reviewing and marking up your documents
Have mark-ups automatically added to your document for easy review
Customize how you’d like your document reviewed
Review Overview
Examine Documents with Reviews
1. Click "Review"
2. Choose which type of Review you'd like to run. General Review, Negotiate or Custom Instructions.
· Use General Review for an overview review of the document.
· Use Negotiate to have changes that favour a specific party.
· Use Custom Review to tailor how you’d like Spellbook to review your document.
3. Select the party you represent from the pre-populated dropdown so that Spellbook will give suggestions that are more advantageous to your party.
4. To improve the quality of review suggestions make sure to toggle on the Add Deal Context and type in any additional context about the deal or your client that will help the review.
5. Click "Review Settings" to modify any revision settings
6. Toggle "Show revisions" or "Show comments" if you'd like to implement revisions or comments into your document.
7. Toggle "Tracked Changes" to have Spellbook redline any changes for you.
8. Select your Audience ("Counterparty" or "Internal") to tailor your comments and revisions for your client/counterparty or your internal team.
9. Click the "select text" icon to focus the review on a specific portion of the document.
10. Click "Start"
11. Once Review suggestions appear, click "show" to see where in the document it applies.
12. Click the pencil icon to edit the revisions and/or comments, if needed.
13. To insert the suggestion, click "Apply"
14. You can also apply all revisions by clicking "Apply All"
15. To go back to the main review page click the back arrow at the top.
16. If you want to run a custom review to look for specific things in your document, click "Custom Review"
17. 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.
18. You can also save these custom review instructions by clicking on the bookmark in the top of the prompt and it will save these instructions.
19. Back in the "Custom Review" menu, you can click on the bookmark icon to access your saved prompts.
20. Click the '+' icon to add any new prompts.
21. Click into a prompt itself to use the prompt, edit, or delete it.
If you have any questions or feedback and would like to get in touch, please email us at success@spellbook.legal or chat with us live through the chat box on the bottom right of this web-page!