Playbook Selection

Your organization may have multiple playbooks for the same contract type. For example, different NDA playbooks depending on whether you are the disclosing party or the receiving party, or different versions for different jurisdictions. When you start a playbook review and more than one playbook applies, Pactly asks you to confirm which one to use.

If only one playbook exists for the contract type, Pactly skips this step and applies it automatically.

When more than one playbook matches the contract type, the Playbook Confirmation screen appears. It lists each available playbook by name with a brief description of its intended use.

1. Review the listed playbooks and identify the one that fits your contract.
2. Click Confirm Playbook to proceed.

The workflow advances to the next step automatically.

The same selection appears in the Pactly plugin panel:

1. Open the Pactly plugin from within your Word document.
2. The plugin displays the list of available playbooks, matching what you see on the web.
3. Select the relevant playbook and confirm.

When presented with multiple options, check:

• The playbook description for guidance on when it applies (e.g., “Use for NDAs where we are the disclosing party”)
• The contract context: who drafted it, what jurisdiction it covers, and your organization’s role
• If unsure, ask your Legal Ops team which playbook applies to your situation

• What Is a Playbook?
• Review Third-Party Contracts with a Playbook
• Running a Playbook Review in Word