Playbook Manager is your tool for tailoring your Checklist to meet your organization's needs. If you need to make minor grammatical fixes or even adjust AI rules, you can do that with Playbook Manager.
What is Playbook Manager?
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Playbook Manager
Playbook Manager 14
- Playbook Manager Video Overview
- What is Playbook Manager?
- How to Get There?
- Home Screen
- Playbook Manager Options
- Creating a Checklist - Blank Checklist
- Creating a Checklist - Template
- Edit a Checklist
- Groups
- Issues
- Rules & Actions and How to Configure Them
- View Summary
- Wrapping up Your Checklist
- Search Help
Other Resources
- App Builder Developer Tutorials
- ELM Developer Tutorials
- CLM Developer Tutorials
- Integration Builder Tutorials
- App Builder Release Notes
- CLM Release Notes
- ELM and BillingPoint Release Notes
- Reporting and Analytics Release Notes
- Catalyst Release Notes
- Legal Hold Release Notes
- End User Release Notes
- Guides to Using Onit
- ELM End User Guides
- BillingPoint End User Guides
- Reporting & Analytics End User Guides
- Contract Lifecycle Management End User Guides
- Catalyst Review
- Catalyst Extract
- AutomateNDA Manual
- Catalyst AI Support
- Liquid Variables, Filters, Calculations, Tags, and Examples
- App Builder API Documentation
- Visual Forms Builder