Spellbook

Frequently Asked Questions (FAQ)

Cancelling your Trial or Paid Subscription

Data Retention from Trial to Paid Subscription

File Size Limits in Spellbook and Associate

Access Spellbook Receipts

Reviewing PDFs with Spellbook and Associate

Mustafa Jamal

Eileen Lichtenstein

Frequently Asked Questions

Terms of Service

Privacy Policy

Refund Policy

Spellbook Academy

Training Webinars

Book a Demo

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

English

Español

linear-gradient(to bottom right, #d8dce6,#3786b8)

Install Spellbook: Associate, Word & Google Docs

Install Associate

Install Spellbook in Microsoft Word

Uninstall and Reinstall Spellbook in Microsoft Word

Install Spellbook in Google Docs

Installation and Setup

Associate Overview

Associate Prompt Guide

Associate Personalization Settings

Organization Profiles

Associate

Compare Documents in Associate

Ask Questions Across Multiple Documents

Compare and Analyze

Revise Documents with Reference Documents

Annotate a Term Sheet

Revise Document

Finding and Running an Associate Workflow

Create and Configure an Associate Workflow

Manage Your Workflows

Workflows

Tabular Reports

Review Tables

Reports and Review Tables

Upload Files to Associate Library

Document Uploads and Library

Spellbook Overview Video

Spellbook Overview

Spellbook Cheatsheet

Spellbook (Word Add-In)

Playbooks Overview

First Party Playbooks: Redline Review

A Lawyer's Guide to Playbooks (Videos)

Playbooks Best Practices

Playbooks

Create, Customize, and Manage Playbooks

Ask (Spellbook's Built-In Assistant)

Enhance Prompts in Ask

Upload and Use Reference Documents in Ask

Legal Sources

Search Library with Ask

Revise Documents with Ask

Examine Documents with Reviews

How to Use Comprehensive Review

How to Use Custom Review

How to Use Proofread

Preference Learning

Review

Draft Clauses

Draft Documents from Scratch

Draft

Set Up and Use Library

Spellbook Library Integrations

SharePoint Integration

iManage Integration

Library

Summarize Redlines

Compare Documents

Benchmarks

More Spells

Using Spellbook as a Transactional Lawyer

Using Spellbook as a Litigator

Tips for Writing Effective Prompts

Best Practices & Pro Tips

Spellbook is Greyed Out

Spellbook Disappeared from MS Word

Spellbook is Stuck on the Initializing Screen

Take a Screenshot: Windows & Mac

Troubleshooting Spellbook in Deployments

Update Business Address, Email, Phone Number with Stripe

Troubleshooting

Deploy Add-Ins in the Microsoft 365 Admin Centre

Add the Spellbook App in Microsoft Entra

Spellbook Authentication Migration — Guide for IT Admins & Security Teams

Enable MS Word Store to Install Spellbook

IT and Security Documentation

(Admin) Manage Users in Spellbook

(Admin) Add Users to the Account

(Admin) Remove Users from Spellbook

(Admin) Add Users to Teams

Access Controls

Admin Settings and Permissions