The edit window for Playbook Manager will consist of four columns:
- Groups: Groups help you to organize your issues. Helping you keep things together by category or however you feel you need to tailor your Checklist
- Issues: The items you need to check off every action item you need to work through a contract. Checking parties, governing law, purpose, liability limits, etc.
- Rules & Actions: How you tell the AI what to do, such as alerting you to something, leaving a comment, deleting or redlining something, etc.
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Live Preview: Here, you will see what your Checklist will look like as you make it; you can see what each rule and action will show or do. You will also see two other tabs here:
- AI Library: Contains the Concepts and Details for directing the AI
- Clause Library: The home for all your organization's preferred language.
View Summary
You can also get a Summary of the Checklist with the View Summary button in the top right.
Here, you can see a summary of the Checklist, specific Contract Details, and the AI rules used.
You may also view it without the AI Rules.
You may also get a downloadable PDF of either view; this makes it easy to share with others who may not need the tool but would like to leave some feedback.
