Import a Contract Playbook via Excel

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 customer success repo and support team are always here to assist (

Setting Up DocJuris' Playbook Excel Template

Download File

First, download our Excel playbook template. You can download it at the link at the bottom of this article. 


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 Instructions
        • Internal Commentary
        • External Negotiation Commentary
      • Counterparty Position(s) (multiple allowed)
        • Provision(s) (multiple allowed)
        • Directive (reject, escalate, fallback, accept)
        • Drafter's Instructions
        • Internal Commentary
        • External Negotiation Commentary

Inputting Data

  • Each row in the Excel file represents an issue. 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 enhances playbook organization.

  • OPTIONAL: A provision can be supplemented to have multiple provisions (e.g., you might have two preferred clauses) — to add a secondary clause option, add another provision column. Any other issue in another row can use these newly created provision columns.

    Key point: unlike new issues or supplementary counterparty positions, multiple provisions are inserted as additional columns.

  • OPTIONAL: 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. 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. 

    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.

  • 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 applies to a counterparty position, a provision must be supplied in support; further, see bullet point 2 above. 

Importing DocJuris' Playbook Excel Template

Email your onboarding manager or reach out to Our team will take it from there and validate the data.


  • 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.