1
Pick the contract type
Choose the Contract type for the document you are reviewing. Pactly filters the playbooks to that type and fills one into the Choose a playbook field.
Choosing the Right Playbook
Your organization can keep more than one playbook for the same kind of contract. You might have separate NDA playbooks for when you are the disclosing party versus the receiving party, or different versions for different jurisdictions. When that happens, the review is only as good as the playbook you point it at, so you need to choose deliberately.
When you set up a review, Pactly narrows the choice for you: it reads the contract type you select and offers the playbooks attached to that type, with one already filled in. You confirm or change it before the review runs. The same step works the same way on the web and in the Word plugin.
How the match works
Section titled “How the match works”Every playbook is linked to one or more contract types (the same categories you classify contracts by, such as NDA or MSA). That link is what drives selection.
When you choose a contract type, Pactly filters the playbook list to the playbooks attached to that type and pre-fills the Choose a playbook field with one of them. If only one playbook matches, it is filled in and there is nothing to decide. If several match, Pactly fills in one as a starting point but does not rank the rest, so open the field and confirm or switch to the playbook that fits your deal before you continue.
On the web
Section titled “On the web”You meet this step when creating a contract for review from the Create menu.
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2
Confirm or change the playbook
Check the Choose a playbook field. If the pre-filled playbook is right, leave it. If not, open the field and choose the playbook that fits your deal.
3
Continue setting up the review
The playbook you confirmed here is the standard the document is measured against. Continue to run the review.
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In the Word plugin
Section titled “In the Word plugin”The plugin offers the same choice when you start a review from your open document.
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1
Start a review in Word
Open the Pactly plugin on your document and start a review from the Review Contract card.
2
Set the contract type
In the New Counterparty Contract setup dialog, set the Contract type. Only types that have at least one playbook are listed.
3
Confirm or change the playbook
Use the Choose a playbook field to confirm the pre-filled playbook or switch to another match, then continue.
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For the full plugin review walkthrough, see Running a Playbook Review in Word.
Deciding which one fits
Section titled “Deciding which one fits”When more than one playbook applies, a few things tell you which to use:
- Your side of the deal. Disclosing or receiving party, buyer or seller. Side-specific playbooks are usually named for the role they protect.
- The playbook name and description. Authors note where each one applies, for example a jurisdiction or a business unit.
- The document’s origin. Who drafted it and which standards it should be held to.
If you are unsure, ask whoever maintains your playbooks which one applies to your situation. Choosing the wrong playbook does not damage anything, but it measures the document against the wrong standard, so the verdicts will not reflect your real position.
Related
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