Playbook Manager Video Overview

by Stoney Lowstetter Updated on Apr 21, 2022

Here is a highlevel overview of how to use Playbook Manager, in just 10-minutes.

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
ReviewAI Adoption Toolkit
Liquid Variables, Filters, Calculations, Tags, and Examples
App Builder API Documentation
Visual Forms Builder

docs.onit.com contains proprietary and confidential information owned by Onit, Inc. that is subject to copyright. Onit presents it exclusively to you for your sole use in conjunction with using Onit products. No portion of the materials contained herein may be used for any other purpose. No portion of the materials contained herein may be shared with third parties or reproduced in any form.