When you click the Ivo add-in within Microsoft Word, you'll be asked to:
Select a Playbook to use one of your custom Playbooks.
Select Skip to continue without a Playbook.
If you Skip selecting a Playbook, you will only have access to the Modify, Ask, Review, and Summary features. If you do select a Playbook, you will also have access to the Clause Library features.
If you select a specific Playbook, Ivo will automatically detect the defined terms used to refer to the parties in the agreement and assign them to the party names used in your Playbook. You can also manually enter this information yourself into the inputs. Once you've reviewed the parties and are ready to proceed, click Start.
5. You will then be ready to utilize Ivo's features.