Getting Started & AI Reviews
Introduction, installation and running an AI Review
Running an AI Review
Running an AI review on Third Party Paper - Initial Redlines + Counter-Redlines
The below video will set out how you can: select a playbook, run an AI review, view, tweak and insert redline suggestions, view, tweak and insert 'ju...
Running an AI review (on redlines on your own Template)
You can use DraftPilot’s AI to review customer redlines on your own contract templates — like your MSA, SaaS terms, or DPAs. This lets you apply you...
Running an AI review - generate issues report
DraftPilot's Issues Report feature allows you to generate a structured summary of all the issues identified when reviewing a contract against your sel...
What are the blue highlights in the contract?
Highlights are visual cues that appear as blue highlighting in your document where DraftPilot has identified drafting suggestions. They allow you to s...
How to install DraftPilot
Downloading DraftPilot from the Microsoft App Store
DraftPilot is a Microsoft Word add-in. To install the DraftPilot add-in, open this Word document and follow the instructions. ______________________...
How to deploy DraftPilot using Integrated Apps
Most users will download DraftPilot via the Microsoft App store . If that is not an option within your organisation or your IT department prefers to ...
Minimum system requirements
To ensure optimal performance and compatibility, the following minimum requirements must be met to use the Office.js Add-in: Microsoft Office 2024 (Wi...
How to set up SCIM provisioning
To set up SCIM provisioning do the following: 1) Get the SCIM token from the Organization page: https://app.draftpilot.ai/organization-settings (If y...
Where can I invite another user?
To invite another user to your workspace, you will need to go to the User management page. For detailed instructions, see this page . You can find it...
Can you save an AI review?
When you do an AI review, it remembers which document it ran against, so if you close and reopen DraftPilot with that same document open, it will auto...