What is a “Playbook?”
Before sifting a document, Users must select a Playbook. A playbook includes a unique bundle of Sifters and Sifter Settings for reviewing a specific type of contract or document (e.g., Consulting Agreement, Software as a Service Agreement, Nondisclosure Agreement, etc.). Professional clients may configure an unlimited number of playbook for their users on their own. Essentials clients may not configure playbooks.
Each Playboojk has three (3) components:
1. Bundle of relevant Sifters
2. Advice related to each Sifter
3. Sifter Settings (how a Sifter behaves if the concept is Found or Missing)
What is a "Playbook Template?"
A Playbook Template is a pre-determined bundle of Sifters, Advice, and Sifter Settings targeted for a specific playbook created by an individual LegalSifter Review Professional edition client.
A LegalSifter PlaybookTemplate is a Playbook Template created by LegalSifter for use by its clients. In general, LegalSifter Playbook Templates are available out-of-the-box for all major contract types covered by LegalSifter Review. LegalSifter Playbook Templates are available to both LegalSifter Review Essentials and Professional edition clients.
Adding New Playbooks
Essentials subscription clients can contact help@legalsifter.com to have LegalSifter Playbook Templates added to sift with.
Professional subscription clients can contact help@legalsifter.com to have LegalSifter Playbook Templates added to sift with, but they can add new Playbooks themselves in three ways.
Under the Sifting Services tab, Click on [+ New] button in the Playbook Library window on the left side of the screen. *
*Note: Only Admins can add Playbooks to the Account’s Playbook Library, and customization is only available for Professional Edition subscription type.
1. Copy Playbook
Use this option to copy a Playbook that already exists in your Library so that you can create a new version of that Playbook This is helpful when you already have a working Playbook that you want to reuse but customize differently (i.e. Add Sifters or Remove Sifters).
Click “Copy Playbook”
Select an existing Playbook
Click “Copy”
The copied Playbook will appear in your Playbook Sifter Settings Library titled "Copy of [Copied Playbook Name]". Now the Admin can toggle "On" the Edit button on the top right side of the screen. Click HERE to visit How to Edit Sifter Settings.
2. From Template
Use this option to add new Playbooks from LegalSifter Playbooks Templates.
Click “From Template”
Select a Playbook
Click “Create”
Once added, Users will immediately be able to select the Playbook Template to sift with using LegalSifters preconfigured Sifter Settings, or Admins can edit this Playbook to customize it by toggling "On" the Edit button on the top right side of the screen. Click HERE to visit How to Edit Sifter Settings.
3. Blank Playbook
Admins can create a Playbook without starting with an existing Playbook or a LegalSifter Playbook.
Click “Blank Playbook”
Click “Yes”
This will automatically add a Playbook to your Library preloaded with only one Sifter – Party Name.
Admins can add new Sifters and further edit the Blank Playbook by toggling "On" the Edit button on the top right side of the screen.
Learn how to Add Sifters to your Blank Playbook.
Learn how to Edit the Playbook.