Knowledge base
Getting Started & AI Reviews
Introduction, installation and running an AI Review
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Introduction to DraftPilot
What DraftPilot does, with a demo video covering AI reviews, the AI tools and creating playbooks.
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Running an AI review on Third Party Paper - Initial Redlines + Counter-Redlines
Run a first review of the other side's paper, insert redlines and justifications, then handle their counter mark-up in later rounds.
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Running an AI review (on redlines on your own Template)
Apply your own template's playbook to a counterparty's redlines, so their tracked changes are reviewed against your paper.
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Running an AI review - generate issues report
Turn a completed review into a structured summary of the issues found, for sharing the key risks with the business.
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What are the blue highlights in the contract?
Blue highlighting marks every clause where the AI has a drafting suggestion, so you can work through the document in your own order.
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Downloading DraftPilot from the Microsoft App Store
Install the Word add-in from the Microsoft App Store, with a one-minute video for anyone who has not added an add-in before.
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How to deploy DraftPilot using Integrated Apps
Instructions for IT teams deploying the add-in through Integrated Apps in the Microsoft 365 admin centre.
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Minimum system requirements
The Office versions and builds the add-in supports on Windows, Mac and the web, and which older versions will not work.
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SAML and OKTA single sign-on
Service provider details and step-by-step setup for SAML sign-in with Microsoft Entra ID and with Okta.
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How to set up SCIM provisioning
Connect Azure AD so users are added and removed automatically, starting with the SCIM token on your Organization page.
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Where can I invite another user?
Find User management in the browser side navigation or the add-in menu, and what to do if you do not have administrator access.
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Can you save an AI review?
A review is remembered against the document it ran on and reloads when you reopen that document. Changing the playbook clears it.