> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chamelio.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Review contracts in the Word Add-in

> Run a general, playbook, or clause library review in Word, then apply, refine, or dismiss each suggested redline and add comments, all from the Chamelio panel in Word.

The Word Add-in reviews the open contract and suggests redlines, each with its reasoning. You decide what goes into the document.

## Video walkthrough

<Frame>
  <iframe title="Reviewing a Document with Chamelio (video)" src="https://www.loom.com/embed/e2656266a44f40e1b8593e39c726ff04" width="100%" height="400" frameBorder="0" allowFullScreen />
</Frame>

## Start a review

<Steps>
  <Step title="Click Review on the Home screen">
    If you haven't chosen a party for this document yet, the **Select party** menu opens first. See [Choose your party](/features/word-add-in/introduction#choose-your-party).
  </Step>

  <Step title="Choose how to review it">
    The **How should we review it?** screen has a search box and two tabs, **Playbooks** and **Libraries**. Pick one of the three review types below.
  </Step>

  <Step title="Wait for the results">
    A review usually takes one to three minutes.
  </Step>
</Steps>

### Review types

<Tabs>
  <Tab title="General review">
    Reviews the contract against general legal standards. No playbook is needed, so use it for third-party paper or contract types you don't have a playbook for.

    Click **General review** at the top of either tab, then add an optional instruction. See [General review](/guides/general-review) for the steps and examples of instructions.
  </Tab>

  <Tab title="Playbook review">
    Reviews the contract against one of your organization's [playbooks](/features/core/playbooks) and suggests redlines that bring it in line with your positions.

    On the **Playbooks** tab, click a playbook. Each card shows the contract type, the playbook name, and when it was created. The optional **Review Instruction** box opens, the same as for a general review.
  </Tab>

  <Tab title="Library review">
    Compares the contract against one of your clause libraries, built from your templates and past agreements. Use it to check a counterparty's redlines on your own paper.

    On the **Libraries** tab, click a library to select it, then click **Start review**. If a library you expect is missing, check with your admin that a clause library was created for that template in [Template Management](/features/core/template-management).
  </Tab>
</Tabs>

## Read the results

<Frame caption="Review results in a library review">
  <img src="https://mintcdn.com/chamelio/O7Pvn58LJ5PHiNlP/assets/word-add-in/review-results.png?fit=max&auto=format&n=O7Pvn58LJ5PHiNlP&q=85&s=1ff479653035de96b8e681aae4f1d094" alt="Review results with numbered badges: 1 All or Redlines, 2 check icon (Apply all menu), 3 Issues, Red flags and Resolved counters, 4 priority filters, 5 See reasoning, 6 suggestion tools, 7 Dismiss, See location and Apply" width="700" height="605" data-path="assets/word-add-in/review-results.png" />
</Frame>

1. **All / Redlines.** **All** shows suggestions for the whole contract. **Redlines** shows only suggestions on clauses that already contain tracked changes. Use it to respond to a counterparty's redline.
2. **Check icon.** Opens **Apply all** and **Mark as completed**. See [Apply all suggestions at once](#apply-all-suggestions-at-once).
3. **Counters.**
   * **Issues:** clauses that need a change, shown as open out of total.
   * **Red flags:** clauses to look at that have no clear rule in your playbook or library. In a library review, clauses that differ from the library.
   * **Resolved:** clauses that already meet your standard, plus suggestions you've applied or dismissed.
4. **Priority.** Click **High**, **Medium**, or **Low** to show only those suggestions. Click it again to show all. The sliders icon on the right sorts suggestions by **Priority** or **Sequential** (document order).
5. **See reasoning.** Why the change is suggested.
6. **Suggestion tools.** Refine the suggestion with AI, or draft a comment. In a library review, the first icon opens the clause variations.
7. **Dismiss, See location, Apply.** Reject the suggestion, find its clause in the document, or accept it.

## Work with a suggestion

| If you want to... | Do this |
| - | - |
| Find the clause in the document | Click **See location** (arrow icon) |
| Accept the change | Click **Apply**. It's inserted as tracked changes |
| Reject the change | Click **Dismiss** |
| Get a different version | Click the sparkles icon and describe what to change in **Ask to refine or modify the text**. See [Fine-tune AI suggestions](/guides/fine-tune-ai-suggestions) |
| Explain the change to the counterparty | Click the comment icon. Edit the drafted comment if you want, then click **Insert Comment** |
| Give feedback on the suggestion | Open **See reasoning** and click **Mark as good suggestion** or **Flag for improvement** |

### Playbook and library extras

* **Fallbacks (playbook review).** See the fallback positions defined in the playbook. If it has none, the button says **No fallbacks available**.
* **View clause variations (library review).** See the approved wording from your library with a match score. Click **Compare** to see the difference from the contract as a full redline.

### Edit a suggestion before you apply it

You can type in the suggestion text to change it. To drop part of a suggestion, select that part, right-click, and choose **Dismiss suggestion**. Then click **Apply** for the rest.

<Tip>
  To undo an applied suggestion, see [Undo applied changes](/guides/apply-all-recommendations-word#undo-applied-changes). To get a dismissed suggestion back, ask the Agent for the same change.
</Tip>

## Apply all suggestions at once

To apply every open suggestion in one step, open the check icon menu and choose **Apply all**. See [Apply all suggestions](/guides/apply-all-recommendations-word).

The same menu has **Mark as completed**, for when you've finished with a review.

## Come back to a review

Results are saved with the document. If you leave the review, close the panel, or use the Agent, open **Recent actions** on the Home screen and click the review to pick up where you left off. Applied and dismissed suggestions keep their status.

## Related

<Columns cols={2}>
  <Card title="Word Add-in Agent" icon="robot" href="/features/word-add-in/agent">
    Ask follow-up questions and request edits the review didn't suggest
  </Card>

  <Card title="Proofreading" icon="spell-check" href="/features/word-add-in/proofreading">
    Final check before you send the document
  </Card>

  <Card title="Playbooks" icon="book" href="/features/core/playbooks">
    Create and manage the playbooks reviews use
  </Card>

  <Card title="Word Add-in troubleshooting" icon="life-ring" href="/faq/word-add-in-troubleshooting">
    Fix common problems and work with Word's own tools
  </Card>
</Columns>
