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- Start here →
Introduction to DraftPilot
What DraftPilot does and how to choose the right workflow: playbook reviews, Quick Review, AI Chat, document tools and Mass Document Review.
- Review contracts →
Review third-party paper and later negotiation rounds against a playbook
Run a first playbook review of the other party's contract, apply markup and fallbacks, then review their tracked changes in later negotiation rounds.
- Review contracts →
Review markup on your own template
Review a counterparty's tracked changes to your own contract template against an own-template playbook, with fallbacks, AI options and escalation comments.
- Review contracts →
Review a contract without a playbook
Use Quick Review or AI Chat to review a contract when you do not have a suitable playbook, including tracked changes in later negotiation rounds.
- Review contracts →
Create an Issues Report
Review a contract against a playbook and produce an Issues Report: a table of each clause, the issue, its risk and how to address it.
- Review contracts →
Mass Document Review
Review up to 200 contracts in one batch: ask unlimited questions across every document, surface key clauses and risks, and click through to the original wording in context.
- Review contracts →
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.
- Review contracts →
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.
- Work with documents →
Convert a PDF to Word
Turn a PDF into an editable Word document from the Word add-in or the browser, keeping numbering, tables and columns intact.
- Work with documents →
Translate a contract
Translate a contract in Word or the browser, as a fully translated document that keeps its formatting or a bilingual side-by-side version.
- Draft, Research, Analyse and Create Skills →
Use AI Chat
Use AI Chat in Word or the browser to ask questions about documents, generate drafting suggestions and comments, research legal issues and compare documents.
- Draft, Research, Analyse and Create Skills →
AI Tools
A walkthrough of the Tools tab: redraft selection, generate clause, generate pushback and compromise, and definitions.
- Draft, Research, Analyse and Create Skills →
How to generate a contract
Generate a contract with the Contract Generator tool or in AI Chat, such as an amended and restated agreement built from a signed agreement and its amendments.
- Draft, Research, Analyse and Create Skills →
Compare and analyse multiple documents in a table
Use AI Chat to compare related documents, such as a master agreement and its amendments, and organise the result in a table you can insert into Word.
- Draft, Research, Analyse and Create Skills →
Create and use Saved Prompts
Run suggested, team and personal prompts from the Prompt Library, and create, test and save your own prompts for tasks you repeat in AI Chat.
- Build and manage playbooks →
Overview of Playbooks
How playbooks work: the positions the AI screens a contract against, and why every review needs one.
- Build and manage playbooks →
Build a playbook with the AI Playbook Builder
Create a playbook from your existing materials with the AI Playbook Builder, then set how it handles fallbacks, uncovered issues and escalations.
- Build and manage playbooks →
Edit and refine a playbook
Edit playbook entries by hand, add a missing rule during a review, or use Refine Playbook to have the AI propose changes across the playbook and approve them.
- Build and manage playbooks →
How do I rename a playbook?
Rename a playbook from the three-dot menu beside it on the Playbooks page.
- Build and manage playbooks →
How to add internal notes and traditional playbook content using Team Notes
Add internal guidance, escalation paths and pre-written internal comments to a playbook, visible to your team but hidden from the AI.
- Build and manage playbooks →
Exporting and copying playbooks
Export any playbook to PDF or Excel from the three-dot menu, or copy a playbook into your personal workspace to edit.
- Build and manage playbooks →
How to translate Playbooks in DraftPilot
Reviews work across 58 languages, but translating a playbook into the contract's language gives smoother drafting suggestions.
- Build and manage playbooks →
Formatting a playbook entry (incl stars)
The formatting options for playbook entries, including bold, italics, bullets, highlights and stars, all for human readers rather than the AI.
- IT and Support →
How to contact support
Email [email protected], or open email and chat support from the Support button inside the add-in.
- IT and Support →
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.
- IT and Support →
Signing in to DraftPilot
How to sign in to DraftPilot in Word and on the web, whether you use your company sign-in or a password, and how to fix the most common sign-in problems.
- IT and Support →
How to deploy DraftPilot using Integrated Apps
Instructions for IT teams deploying the add-in through Integrated Apps in the Microsoft 365 admin centre.
- IT and Support →
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.
- IT and Support →
What version of Microsoft Word am I using?
Find your Word version and build number, on Windows and on Mac.
- IT and Support →
How to upgrade Microsoft Word 365
Update Word 365 to the latest build from File then Account, which is what DraftPilot needs to perform at its best.
- IT and Support →
Set up SAML single sign-on
For IT admins: connect DraftPilot to Microsoft Entra ID or Okta with SAML, test sign-in, and move your users to single sign-on.
- IT and Support →
Setting up Azure for SSO and provisioning
For IT teams: create the DraftPilot enterprise application in Azure, assign a user group, and turn on automatic provisioning.
- IT and Support →
Set up SCIM provisioning
For IT admins: create, update and suspend DraftPilot accounts automatically from Microsoft Entra ID or Okta, and map directory departments to workspaces and personas.
- IT and Support →
Network requirements: allowlisting DraftPilot for your firewall or web proxy
The domains IT teams need to allow through a firewall, web proxy or SSL inspection so the add-in can load.
- IT and Support →
What safeguards are in place to protect my data in DraftPilot?
Where contracts and playbooks are stored, what OpenAI retains, and the hosting options available on the Enterprise plan.
- IT and Support →
DraftPilot not loading?
The usual causes: a read-only or protected document, an older .doc file, or Word privacy settings that block add-ins.
- IT and Support →
DraftPilot Not Showing in Word Desktop (But Works in Word Online)
Word Desktop is almost always signed in to the wrong Microsoft 365 account, or to none at all. How to check and fix it.
- IT and Support →
"This add-in could not be started" in Word
What to do when the DraftPilot task pane shows an ADD-IN ERROR, and how to tell whether your network is blocking it.
- IT and Support →
"A new version of this app is available"
This message means a DraftPilot update is ready. Close the add-in and open it again to pick up the latest version.
- IT and Support →
White label domains and IP addresses
The DraftPilot domains and IP addresses to pass to your IT team if the add-in loads completely blank.
- IT and Support →
DraftPilot Compatibility with recent MS Word Perpetual Licenses (Office LTSC 2024 and similar, 2022–2024)
Why perpetual licenses issued between 2022 and 2024 support only part of the add-in, and how to get the full feature set.
- IT and Support →
DraftPilot Compatibility with MS Word Perpetual Licenses from before 2022 (e.g., Office LTSC 2021 and earlier)
Why Office LTSC 2021 and earlier cannot run the add-in, and what to do if you see the old perpetual license warning.
- IT and Support →
How to take a screenshot
Shortcuts for capturing the whole screen, the active window or a selected area, on both Windows and Mac.
- IT and Support →
Word running slowly on large documents?
If typing lags on a long draft with lots of tracked changes and comments, hide DraftPilot's highlights, switch Word to Simple Markup, and review a few playbook entries at a time.
- Champions and managers →
Add and manage users and workspaces
Invite, update and archive users, create workspaces, assign read-only or edit access, and set up personas and tool permissions.
- Champions and managers →
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.
- Champions and managers →
Use the Usage page and track escalations
See how your organisation uses DraftPilot: user activity, reviews by playbook, escalations, inactive users and licences, with export to Excel.
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