Playbook Manager Video Overview

by Michael Nadeau Updated on Feb 28, 2025

A high-level, 10-minute overview of how to use Playbook Manager.

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
Legal Holds Management End User Guides
ELM End User Guides
BillingPoint End User Guides
Reporting & Analytics End User Guides
Contract Lifecycle Management End User Guides
ReviewAI
ExtractAI
AutomateNDA Manual
Liquid Variables, Filters, Calculations, Tags, and Examples
App Builder API Documentation
Visual Forms Builder

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