When you open the Ivo add-in within Microsoft Word, you'll be asked to select a Playbook. If you prefer to use Ivo without using one of your custom Playbooks, please refer to our How to use Ivo without a custom Playbook article.

To select a custom Playbook, click on the custom Playbook you'd like to use under the My Playbooks tab.

When you select a specific Playbook, Ivo will then 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. Once you've reviewed the parties and are ready to proceed, click Start.

Once you've selected a Playbook and identified the contract's defined parties, you will then be ready to use Ivo's features.