Playbook Configuration

Article author
Gaby Estrada
  • Updated

Introduction

Playbooks are not required in DocJuris, but they serve as a good supplement to reviews. You can think of playbooks as a static representation of contract policies.

This specific guide is intended to assist you in the development of playbooks in DocJuris. The 4 separate guides that are linked below cover the different ways that a playbook can be modeled in the DocJuris platform. Conveniently, these guides link back to tutorials and tips found elsewhere on our support site.

Which Approach is Best?

In most cases, the best strategy is to implement a defined Playbook straight into the DocJuris app. Undefined Playbooks are more complex and require analyzing legal concepts to build custom Playbooks from past Redlines.

The Guide Links

  • Guide 1 - Already Defined Playbook for a Standard Form
    • i.e., the playbook to be created is based on an existing, written set of rules and guidelines to negotiate a known standard form
  • Guide 2 - Already Defined Playbook for Third-Party Paper
    • i.e., the playbook to be created is based on an existing, written set of rules and guidelines to negotiate third-party paper
  • Guide 3 - Need to Define Playbook for a Standard Form
    • i.e. the playbook created is based on unstructured information that hasn't yet been organized to negotiate a known standard form. If there is no written Playbook to follow; all the rules, guidelines, and policies are most likely used by memory.
  • Guide 4 - Need to Define Playbook for Third-Party Paper
    •  i.e. the playbook to be created is based on unstructured information that hasn't yet been organized to negotiate third party paper. If there is no written Playbook to follow; all the rules, guidelines, and policies are most likely used by memory.

Recap

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