Overview
You've leveled up! This Workshop III is for skilled users who are interested in managing, configuring, training, and testing playbooks and templates.
WORKSHOP III
Playbooks
This is an advanced function that takes time to learn and execute well. Our legal engineering team is here to help you with the journey.
| 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 |
Templates
Templates make it easy to draft contracts (Contract Templates) and customize how amendments and exception tables are exported (Export Templates).
| Lesson | Topic | Admin Only | Guide |
| 6.01 | Draft a Contract From a Template | Open | |
| 6.02 | Choose an Export Template on Export | Coming Soon | |
| 6.03 | Create and Manage Contract Templates | ● | Coming Soon |
| 6.04 | Create and Manage Export Templates | ● | Coming Soon |