Overview
DocJuris has transitioned to PlaybookOS (PbOS), our next-generation contract review platform. PlaybookOS offers enhanced AI-driven analysis, more flexible search capabilities, and a streamlined workflow for contract management.
If you're currently using PlaybookOS, please refer to our current PlaybookOS documentation for up-to-date guides and resources.
If you're still using the legacy Playbooks system, this article provides access to documentation for Playbooks v1 (our previous platform). These resources remain available to support customers who have not yet migrated to PlaybookOS. We encourage you to explore PlaybookOS or contact your Customer Success Manager to learn about migration options.
Legacy Playbooks (v1)
Playbooks v1 Documentation
The resources below are for the legacy Playbooks v1 system. If you have questions about whether you're using Playbooks v1 or PlaybookOS, or if you'd like to learn more about upgrading to PlaybookOS, please contact sales@docjuris.com or reach out to your organization's Customer Success Manager.
Working with Playbooks in the Analyzer
| Lesson | Topic | Guide |
| 1 | Working With Playbooks (Legacy) | Open |
| 2 | How the Screening Report Works | Open |
| 3 | Working With Exhibits | Open |
Admin Resources (Playbooks v1)
Admin Only: The following resources are intended for administrators managing the legacy Playbooks v1 system.
| Lesson | Topic | Admin Only | Guide |
| 5.01 | Playbook configuration guides | ● | Open |
| 5.02 | Import a contract playbook via Excel | ● | Open |
| 5.03 | Creating and editing a playbook generally | ● | Open |
| 5.04 | Creating issues/groups and sample contracts | ● | Open |
| 5.05 | Setting up search tags | ● | Open |
| 5.06 | Defining preferred positions | ● | Open |
| 5.07 | Defining counterparty positions | ● | Open |
| 5.08 | Playbook tagging in counterparty NDAs | ● | Open |
| 5.09 | Building a playbook from markups | ● | Open |
| 5.10 | Sample starter playbooks | ● | Open |