A playbook fallback clause provides the AI with context, guidelines and sample text for its AI-analysis of the draft contract, but can of course also be directly inserted into the draft. Direct insertion will be indicated primarily if the draft does not contain provisions covering the subject of the playbook fallback clause at all. However, it is also possible to completely replace a draft clause with a fallback (even if optimisation is generally recommended instead).
1. Click the title of the clause card to expand the playbook fallback clauses.
2. Depending on whether you are inserting an entirely new playbook fallback clause or replacing an existing fallback clause:
a. position the Word text cursor at the start of a new paragraph (line), where the text must be inserted; or
b. click Go to on the designated clause card.
3. Optionally, if you want to tailor the fallback clause to this particular contract:
a. Click Edit.
b. Make the required changes in the editor.
c. If you make a mistake, click Reset to restore the original version.
d. Optionally, click Update playbook if you are making a general change to the fallback.
4. Click Apply and select the applicable option:
a. Replace: track changes, without comment
b. Replace: track changes, plus comment (there will typically be a standard, but customisable comment provided)
c. Replace: no track changes and no comment (generally not recommended)
d. Replace: no track changes, plus comment
e. Add Word comment only (for discussion or administrative purposes)
Note 1: Word’s redlining functionality will be automatically enabled if you select a ‘track changes’ option.
Note 2: because playbooks do not include specific Word style or formatting data, you will usually have to perform some manual formatting after the text has been applied in order to match the rest of the draft.
