To get to the Playbook Manager (Configurator), you need to visit: https://author.app.
Once there, log in with the email address and password you used to create your account.
How to Get There?
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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