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Search every guide on drafting and reviewing contracts, working with documents, building playbooks, IT setup, and managing your team.
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- Start here →
Introduction to DraftPilot
What DraftPilot does, with a demo video covering AI reviews, the AI tools and creating playbooks.
- Review contracts →
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.
- Review contracts →
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.
- Review contracts →
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.
- 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 →
PDF to Word Conversion (Add-In & Web)
Turn a PDF into an editable Word document from the add-in or the web app, keeping numbering, tables and columns intact.
- Work with documents →
Translate Contracts
Translate a contract or other document into another language from Word or the DraftPilot web app, as a fully translated document or a bilingual side-by-side version.
- Draft, Research, Analyse and Create Skills →
AI Chat
Ask questions about an agreement, draft and rewrite clauses, summarise changes and run legal research, in Word or in the browser.
- Draft, Research, Analyse and Create Skills →
AI Tools
A walkthrough of the Tools tab: document summary, redraft selection, generate clause, generate pushback and compromise, and definitions.
- Draft, Research, Analyse and Create Skills →
Contract Generator
Produce a first draft from a blank page, a precedent or a set of heads of terms, with recitals, numbered clauses and boilerplate.
- 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 →
AI Chat based playbook builder
Build a playbook through a guided chat that tells you which documents to upload, and asks how to handle whatever they do not cover.
- Build and manage playbooks →
Fill in a form to build a playbook - Third party paper playbooks
Four ways to generate a playbook for the other side's paper: from your template, an example markup, an existing playbook, or a description.
- Build and manage playbooks →
Fill in a form to build a playbook -playbook to review redlines on your own template
Create a playbook tied to your own template, so the AI knows what good looks like when a customer edits your paper.
- Build and manage playbooks →
Adding fallbacks
Pre-approve compromise positions in a playbook, either while the AI builds it or afterwards through Refine Playbook.
- Build and manage playbooks →
How do I edit a playbook?
Enter edit mode to change entries by hand or with Refine Playbook, and what it means when the Edit playbook button is missing.
- Build and manage playbooks →
Playbook Refiner: How to use AI Chat to edit playbooks
Update a playbook by talking to it: adapt to a new regulation, fill in missing entries, or sanity-check the guidance you already have.
- 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 playbooks
Export any playbook to PDF or Excel from the three-dot menu on the playbook overview.
- 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 →
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 →
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.
- 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 →
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.
- 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.
- Champions and managers →
How to add/remove users and manage workspaces
Add and archive users, change their permissions, and set up workspaces to organise playbooks by team or department.
- 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.
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