This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
About this feature
This feature allows you to create new Playbooks by filling in a downloadable Excel template with Playbook content (including Playbook Alerts) and importing it into LegalOn.
How to create a Third-Party Playbook using the Excel template
1. Download the template
Go to [Alert settings] → [My Playbooks]
Select the tab for either ”Third-Party Playbook” or ”First-Party Playbook,” depending on which one you want to create
Click the [▼] dropdown and select [Import playbook]
Click [Download template]
2. Fill out the template
Open the downloaded Excel file and fill in the required information on each sheet.
Third-Party Playbook
Sheet: “Playbook”
Cell | Item | Description | Required |
B3 | Playbook name | Free text, up to 500 characters | Required |
Sheet: “Playbook Alert”
Column | Item | Description | Required |
A | Playbook Instruction | Free text, up to 800 characters | Required |
B | Model Language | Free text, up to 3,000 characters | Optional |
C | Fallback Position | Free text, up to 3,000 characters | Optional |
D | Acceptable Fallback Language | Free text, up to 3,000 characters | Optional |
E | Escalations or Approvals | Free text, up to 3,000 characters | Optional |
F | Other | Free text, up to 3,500 characters | Optional
|
First-Party Playbook
Sheet: “Playbook”
Cell | Item | Description | Required |
B3 | Playbook name | Free text, up to 500 characters | Required |
Sheet: “Playbook Alert”
Column | Item | Description | Required |
A | Article title | Free text, up to 200 characters | Required |
B | Issue title | Free text, up to 200 characters | Required |
C | Negotiaton framework - Fallback Position | Free text, up to 1,000 characters | At least one of the negotiation frameworks is required |
D | Negotiation framework - Non-negotiable Position | Free text, up to 1,000 characters | At least one of the negotiation frameworks is required |
E | Escalations or Approvals | Free text, up to 3,000 characters | Optional |
F | Explanatory comments | Free text, up to 3,000 characters | Optional
|
⚠️ Notes
The Playbook name on the “Playbook” sheet is required, along with at least one of the following:
At least one Playbook Alert on the “Playbook Alert” sheet
Importance levels cannot be set via the template. All imported alerts will default to “High.” You can change importance levels later in LegalOn.
3. Save the file
Save the Excel file after entering all required details.
4. Upload the template
Return to [My Playbooks]
Click the [▼] dropdown and select [Import playbook]
Upload the saved file and click [Import]
Your new Playbook and Playbook Alerts will be created based on the template data.
⚠️ Notes
This feature is for Playbooks only. You cannot use it for First-Party Playbooks.
You cannot use this feature to edit existing Playbooks or Playbook Alerts. If you enter a duplicate, it will be registered again.
If the import fails, you’ll see an error message: “Import failed.” Check the [Details] column for the specific issue.