Import a Contract Playbook via Excel

Article author
Henal Patel
  • Updated

About this guide

Playbooks in DocJuris can be imported from an Excel playbook. Although building playbooks directly inside the DocJuris app is ideal, there are situations where existing playbook data needs to be imported during onboarding. Your DocJuris Onboarding Specialist and support team are always here to assist.

Setting Up DocJuris' Playbook Excel Template

Download File

First, download the macro-enabled Excel playbook at the link below. Open the file and click enable macros.

📥  — Download Spreadsheet Here — 📥 

mceclip0.png

About the Template

The DocJuris playbook is modeled to enable import for the following data points:

  • Issue Group
    • Issue
      • Deviation Guidance
      • Preferred Position
        • Provision(s) (multiple allowed)
        • Drafter's Note
        • External Negotiation Commentary
      • Counterparty Position(s) (multiple allowed)
        • Provision(s) (multiple allowed)
        • Drafter's Note
        • External Negotiation Commentary

Inputting Data

Inserting data in Excel can be tedious and time-consuming, but we've streamlined the process with custom buttons within a restricted sheet. The custom command buttons are numbered with  descriptions below. Each button corresponds to the buttons available in the top row of the spreadsheet template from left to right.

  • Button 1: Each row represents an issue. Select a cell and hit Enter to add another row/issue in your playbook below the selected cell. Adding or deleting a row manually is not allowed, but you can easily copy and paste into any cell. Use Issue Groups to further categorize the issues into higher level concepts (e.g., all boilerplate together, high risk, low risk, etc).

    Key point: each row represents an issue and must be titled in column A, and although an Issue Groups are not required, adding groups enhance playbook organization.

  • Button 2: A provision can be supplemented to have multiple provisions — click the cell to add a new provision, and a new column will be added. Any other issue in another row can use these newly created provision columns.

    Key point: unlike new issues or supplementary counterparty positions via button 3 (below), multiple provisions are inserted as columns.

  • Button 3: By default, the spreadsheet allows only 1 counterparty position (i.e., alternative language). Additional counterparty positions under an issue can be created in new rows via button 3. For example, if you have a reject/red flag position, two fallback scenarios, and an acceptable approach, different positions can be added under the corresponding issue. To make the input easier, the button will add another row highlighted in gray. Next, insert data into these highlighted (in gray) cells that correspond to the counterparty position columns.

    Key point: counterparty positions behind 1st on an issue can be added in a row immediately below the applicable Issue, and the Issue name in column A must match.

  • Button 4: A similar button is available for fallback provisions for a single fallback concept that has multiple provisions or options. For example, you might have a short and long form of a fallback provision that relates to the same concept but is written differently. Using these different provisions can be explained in the drafter's note.

    Key point: when a fallback directive is applicable to a counterparty position, a provision must be supplied in support; further, see key point under button 2 above. 

Macro Restrictions

This macro-enabled spreadsheet restricts changes to the column and row structure. If you run in to a scenario where a row or extra column needs to be deleted or cleared out as a result of such restrictions, please type "DELETE" or "MOVE" in the appropriate cell and our team will take care of the rest during import.

However, if this becomes a challenge as you work through the spreadsheet, please reach out to support@docjuris.com, and a member of the DocJuris support and customer success team can help clean up the data.

Importing DocJuris' Playbook Excel Template

Email your onboarding manager or reach out to support@docjuris.com. Our team will take it from there.

Limitations

  • Bold, italics, and underline formatting are the only styles supported (i.e., if language is styled inside a cell, DocJuris can import B/I/U only).
  • Does not support the import of search tags — must be done in the DocJuris app.
  • Data must be validated by a member of the DocJuris team before it is imported.

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