After you've signed into Ivo, you'll be given the option to either choose a custom or Ivo Playbook, or create a new Playbook by clicking on Create Playbook.
You will have the option to either autogenerate your new playbook, edit an existing playbook, or create it from scratch.
If you'd like to autogenerate your playbook, check out the playbook autogeneration support article.
To edit an existing playbook, you'll want to:
Choose the playbook you'd like to edit from those that are available under the My Playbooks tab.
Input party names, and click on Start to take you to the the Features menu.
Note: If you're just editing the playbook and not using it with a contract, it doesn't matter what parties you put in the party fields.
From there, then select the ... icon at the bottom of the Ivo window and select Edit Playbook.
Follow the steps below to revise any of the playbook details.
To either edit or create your playbook from scratch, provide/revise the following details:
Name: The name for your playbook that everyone in your workspace will see
Description: An optional description to provide some context about this playbook.
Parties: Provide placeholder names for each party that will be in contracts that you use this playbook for.
Note:
The party names will be replaced with the defined terms for each party in each contract you use this playbook for.
Using the Generate from Document option will autogenerate the parties based on the document you currently have opened. See the Playbook Autogeneration support article for more details.
Define the party for each party in the type of contract your playbook is intended for, then click Confirm.
They will be one of the following:
Your party.
Counterparty.
Either.
The either option is used in situations where both parties have a common party name, such as "disclosing party" in a mutual non-disclosure agreement.
Clauses: Store the clause language of all of your important clauses and fallback clauses so you can either:
insert into contracts verbatim.
Create compromise clauses that satisfy your clause's position while maintaining as much of the 3rd party's clause language as is feasible.
Check out the Clause Library support article for more details.
To add your clauses to the Clause Library, click on Add New.
Note: Using the Generate from Document option will autogenerate the clauses based on the document you currently have opened. See the Playbook Autogeneration support article for more details.
Add the Clause Name, your Standard Clause language, and any Internal Notes that you want to provide to others that use this playbook in your workspace.
You can also add additional fallback (alternative) clauses as well by clicking on Add Fallback.
Once you've added all the clauses and fallback clauses that you want, you can click on Back and continue on with creating the rest of your playbook.
Review Checklist: List your contract requirements and see to what extent a 3rd party contract meets them, as well as recommendations to mark up the 3rd party contract so it satisfies your requirements.
Check out the Review support article for more details.
To add checklist items, scroll down to the Checklist section and click on Add New to add a checklist item.
Note: Using the Generate from Document option will autogenerate the checklist based on the document you currently have opened. See the Playbook Autogeneration support article for more details.
Add the name of the checklist item under Title, the requirement under Item*, and any internal context that you want to provide under Internal Note, then select Confirm.
Once you've added all the checklist items, clauses, and other details that you want for your playbook, make sure you click on Save Playbook.
