Playbooks
Getting started!
Summize Overview
How to Log In
Launching Summize to the Wider Business
Support
Hero Academy
On demand sessions
SummizED
Product Updates
Webinars
Integrations
Summize Integrations Guide
SSO
Salesforce
Jira
HubSpot
Outlook
Gmail
Summize Assistant in Teams and Slack
E-Signature
Webhooks and APIs
Remote Backup
Inbox
What is the Summize Inbox?
Inbox Integrations
Repository
Introduction to the Repository Dashboard
Introduction to the Summize Folders
Introduction to the Repository Table
Uploading contracts to the Repository
Editing Summaries, Collaboration, Contract Relationships...
Calendar
Requests
Introduction to the Request Table
Introduction to Request Templates
Editing with Word Online
Managing Requests
Create Requests
Tagging your Templates
Uploading and Editing a Create Template to Summize
Using Summize for Create requests
Review Requests
Creating a Review Template
Using Summize for Review Requests
Ask Legal Requests
Introduction to Ask Legal
How to Create an Ask Legal Template
How to Use Summize for Ask Legal Requests
Word Add-In
How to install the Word Add-in
How to Use the Word Add-in
AI Assistant in Word
AI Redlining
Review Pro
Playbooks
How to create Playbooks
How to use Playbooks
Clause Manager
Introduction
Contract Types
Configuring Clauses
Analytics
Users and Permissions
How to Add Users & Restrict Permissions
Ask SIA
Ask SIA
Summize Agents
Custom Agents
Back to home
Playbooks
Getting started!
Summize Overview
How to Log In
Launching Summize to the Wider Business
Support
Hero Academy
On demand sessions
SummizED
Product Updates
Webinars
Integrations
Summize Integrations Guide
SSO
Salesforce
Jira
HubSpot
Outlook
Gmail
Summize Assistant in Teams and Slack
E-Signature
Webhooks and APIs
Remote Backup
Inbox
What is the Summize Inbox?
Inbox Integrations
Repository
Introduction to the Repository Dashboard
Introduction to the Summize Folders
Introduction to the Repository Table
Uploading contracts to the Repository
Editing Summaries, Collaboration, Contract Relationships...
Calendar
Requests
Introduction to the Request Table
Introduction to Request Templates
Editing with Word Online
Managing Requests
Create Requests
Tagging your Templates
Uploading and Editing a Create Template to Summize
Using Summize for Create requests
Review Requests
Creating a Review Template
Using Summize for Review Requests
Ask Legal Requests
Introduction to Ask Legal
How to Create an Ask Legal Template
How to Use Summize for Ask Legal Requests
Word Add-In
How to install the Word Add-in
How to Use the Word Add-in
AI Assistant in Word
AI Redlining
Review Pro
Playbooks
How to create Playbooks
How to use Playbooks
Clause Manager
Introduction
Contract Types
Configuring Clauses
Analytics
Users and Permissions
How to Add Users & Restrict Permissions
Ask SIA
Ask SIA
Summize Agents
Custom Agents
Playbooks
If you currently store all negotiation positions in your head, and have to search PLC each time you draft a contract - this one's for you
How to create Playbooks
How to create a Playbook
How to use Playbooks
How to use Playbooks within the Summize web app
How to use Playbooks within the Word Add-in
How to use Playbooks with the AI Assistant in Word
