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Set up a standard for Benchmark

You set up your standard as a playbook: from a sample contract, from which CASUS reads the clauses itself, or by hand. Only you see a new playbook at first.

At a glance

  • The sample contract must be a DOCX or a searchable PDF. Scanned PDFs don't work here.
  • Only the playbook's owner can edit or delete it. The team sees shared playbooks as read-only.

How it works

  1. 1
    Open Templates in the sidebar, then the Playbooks tab.
  2. 2
    Click Create playbook.
    The playbooks under “Templates” with the “Create playbook” button
  3. 3
    Under Configure clauses automatically, click Upload Your Document and choose your sample contract. Under Context, add what the playbook is for.
    A new playbook: upload a document or create it by hand
  4. 4
    Or click Or build from scratch, enter a title and add your rules with Add new clause group and Add new clause.
  5. 5
    Check the clauses and save.
  6. 6
    With Share with team, everyone in the team can use the playbook.

If it doesn't work

If CASUS finds no clauses in the sample, build the playbook by hand.

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Still have questions?

Email us: contact@getcasus.com

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