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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.

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• Start here

  Como mudar o idioma do DraftPilot para português

  Passo a passo para trocar a interface do DraftPilot de inglês para português, no suplemento do Word ou no aplicativo web.

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• Start here

  如何将DraftPilot的显示语言更改为简体中文

  将DraftPilot界面从英文切换为简体中文的步骤，适用于Word加载项和网页版应用。

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• 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.

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• 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.

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• 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.

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• Review contracts

  Customise a playbook review

  Focus a playbook review on the clauses and risks that matter: choose playbook sections before generating redlines, filter by risk, or use AI Chat.

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• 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.

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• Review contracts

  Mass Document Review

  Review up to 2,000 contracts in one batch: ask unlimited questions across every document, surface key clauses and risks, and click through to the original wording in context.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• Draft, Research, Analyse and Create Skills

  AI Tools

  A walkthrough of the Tools tab: redraft selection, generate clause, generate pushback and compromise, and definitions.

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• 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.

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• 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.

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• 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.

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• Build and manage playbooks

  Overview of Playbooks

  How playbooks work: the positions the AI screens a contract against, and why every review needs one.

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• 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.

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• 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.

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• Build and manage playbooks

  Use comments to improve a playbook

  Comment on a playbook entry or on the whole playbook when the guidance needs to change, reply to add context, and work through the comments so the playbook keeps pace with how your team negotiates.

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• Build and manage playbooks

  How do I rename a playbook?

  Rename a playbook from the three-dot menu beside it on the Playbooks page.

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• 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.

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• 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.

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• 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.

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• 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.

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• IT and Support

  How to contact support

  Email [email protected], or open email and chat support from the Support button inside the add-in.

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• 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.

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• 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.

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• 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.

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• 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.

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• IT and Support

  What version of Microsoft Word am I using?

  Find your Word version and build number, on Windows and on Mac.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• IT and Support

  Requesting security documents from the Trust Center

  Where to find the DraftPilot Trust Center and how to request our SOC 2 report, ISO 27001 certificate, DPA and other security documents.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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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• 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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• Champions and managers

  Change a user's email address

  Update the email address on a DraftPilot account from the Your profile page, without deleting the user or creating a new one.

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