Overview
Welcome to DocJuris University! This is a “one-stop shop” to learn DocJuris — we recommend bookmarking this link for easy access for you and your team. Fun fact: the video clips are on average less than 5 minutes long!
Here are a couple of ways to get through the materials:
- read, watch, and practice in the order of the lessons below;
- take our DocJuris knowledge assessments; and,
- use DocJuris to reference a lesson or topic as you go.
Getting Started
| Lesson | Topic | Article | Video Clip |
| 1.01 | About DocJuris | Read | Watch |
| 1.02 | DocJuris App Glossary | Read | Watch |
| 1.03 | Access and Password Resets | Read | Watch |
| 1.04 | Managing/Editing Team and User Roles | Read | Watch |
The Basics
| Lesson | Topic | Article | Video Clip |
| 2.01 | The Dashboard | Read | Watch |
| 2.02 | Uploading and Analyzing a Contract | Read | Watch |
| 2.03 | How to Decrypt a Locked PDF | Read | Watch |
| 2.04 | Default Contract Types | Read | Watch |
| 2.05 | Playbooks vs. Previous Redlines | Read | Watch |
Inside the Analyzer
| Lesson | Topic | Article | Video Clip |
| Getting Started | |||
| 3.01 | Navigating the Analyzer | Read | Watch |
| 3.02 | Drafting New Contracts | Read | Watch |
| Editing and Collaborating on Contracts | |||
| 3.03 | Marking up Contracts in the Contract Editor | Read | Watch |
| 3.04 | Accepting and Rejecting Changes | Read | Watch |
| 3.05 | Toggle Markups On and Off | Read | Watch |
| 3.06 | Co-authoring Contracts at the Same Time | Watch | |
| 3.07 | Comments and Mentions | Watch | |
| 3.08 | Adding Areas to a Contract | Read | Watch |
| Applying Playbooks | |||
| 3.09 | Working with Playbooks | Watch | |
| 3.10 | Pulling a Screening Report | Read | Watch |
| 3.11 | Find and Replace in Contracts and Playbooks | Read | Watch |
| 3.12 | Working with Exhibits | Watch | |
| Previous Redlines | |||
| 3.13 | Assigning Topics to Markups | Watch | |
| 3.14 | Marking Contracts Complete | Read | Watch |
| 3.15 | Viewing and Using Previous Redlines | Watch | |
| 3.16 | Guide: Uploading Past Markups | Read | - |
| Exporting Your Review | |||
| 3.17 | Exporting Contract Markups or a Clean Copy | Watch | |
| 3.18 | Automating Amendments and Exception Tables | ||
| 3.19 | Customizing Export Templates | Read | Watch |
Playbooks
| Lesson | Topic | Article | Video Clip |
| 4.01 | Playbook Configuration Guides | Read | - |
| 4.02 | Import a Contract Playbook via Excel | Read | - |
| 4.03 | Creating and Editing a Playbook Generally | Read | |
| 4.04 | Creating Issues/Groups and Sample Contracts | Read | |
| 4.05 | Setting up Search Tags | Read | |
| 4.06 | Distinguishing Between Topics / Playbook Tags | Read | Watch |
| 4.07 | Defining Preferred Positions | Read | Watch |
| 4.08 | Defining Counterparty Positions | Read | Watch |
| 4.09 | Guide: Playbook Tagging in Third Party NDAs | Read | - |
| 4.10 | Guide: Building a Playbook from Redlines | Read | - |
| 4.11 | Guide: Sample Starter Playbooks | Read | - |
Integrations and Security
| Lesson | Topic | Article | |
|
5.01 |
Steps to Configure Single Sign-On (SSO) |
Read | |
| 5.02 | Steps to Configure Directory Sync | Read | |
| 5.03 | API Guide | Read | |
| 5.04 | Overview of Integrations | Read | |
| 5.05 | Power Automate Guide | Read | |
| 5.06 | Zapier Guide | Read | |
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