How to edit an AI Contract Review playbook in ContractSafe

Admins can edit AI Contract Review playbooks anytime in Settings > AI Contract Review. Update a playbook when your standards change so every review checks against what your team agrees to today.

Before you start

• Role: Only Admins can create and edit playbooks.
• Plan: AI Contract Review is available on the Maximize plan.
  
  

Try the interactive demo: Edit a playbook and its rules

Edit a  playbook

1. Go to Settings > AI Contract Review.
2. On the Your Library tab, click the arrow next to the playbook you want to edit.
3. Click the pencil icon.
4. Make your changes:
   • Update the details: Rename the playbook, choose a different Contract Type, or update the Notes.
   • Add a rule: Click Add Existing Rule or Create Rule From Scratch.
   • Remove a rule: Click the X next to it.
5. Click Save Playbook.

Edit a rule

1. Go to Settings > AI Contract Review.
2. On the Your Library tab, click Rules.
3. Click the arrow next to the rule you want to edit.
4. Click the pencil icon.
5. Update the Rule Name, Rule Importance, Rule Definition, or Preferred Language.
   • Tip: AI checks contracts against the Rule Definition, so make sure it states exactly what you require.
6. Click Save Rule.

Notes for editing playbooks

• Only Admins can create and edit playbooks.

• There is no limit on the number of playbooks you can create.

• To delete a playbook, click the trash icon next to it on the Your Library tab.