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It opens as a panel on the right side of Word and works on the document you have open.

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Before you start

  • Install the add-in. See Install the Word Add-in.
  • Have Word Add-in access. Access is set per user. To use the Agent, you also need to be an Agent User. If the add-in opens but you can’t use it, ask your Chamelio admin or your Chamelio legal engineer.
  • Use a .docx file. Word add-ins don’t work on legacy .doc files. Save the file as .docx first.

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Open the Word Add-in

1

Open your contract in Word

Open the .docx file you want to work on.
2

Click Chamelio on the Home tab

The Chamelio button is at the right end of the Home ribbon. The panel opens on the right side of the document.
3

Sign in if asked

Sign in with your Chamelio account. If your organization uses single sign-on, enter your work email and you’re sent to your identity provider.
If you don’t see the Chamelio button, see Word Add-in troubleshooting.

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Choose your party

The Word Add-in needs to know which side of the contract you represent. The first time you run a review, proofreading, or an Agent request on a document, the Select party menu opens.
  • Pick a party from the list. Chamelio lists the parties defined in the contract, for example the “Customer” and the “Provider”.
  • Define it manually. If the party you need isn’t listed, choose Define manually, type the name, and click Done.
Your choice appears at the top of the Home screen. Click it to change it at any time.
For a mutual agreement, such as a mutual NDA, either party works. Pick the side whose interests you most want to protect.

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Find your way around the panel

Word ribbon and the Chamelio panel on the Home tab, with numbered badges: 1 Chamelio button, 2 your party, 3 chat box, 4 Review, 5 Proofreading, 6 Recent actions

The Chamelio panel in Word, on the Home tab

  1. Chamelio button. On the Home tab of the Word ribbon. Click it to open the panel.
  2. Your party. The side of the contract you represent. Click it to change it. See Choose your party.
  3. Chat box. Ask the Agent a question, or ask it to draft or redline. See Word Add-in Agent.
  4. Review. Review the contract against a playbook, a clause library, or general standards. See Document Review.
  5. Proofreading. Check the contract for drafting errors. See Proofreading.
  6. Recent actions. Reviews you’ve run on this document. Click one to go back to its results.
The Deal context card, between Review and Recent actions, shows the counterparty Chamelio detected in the document.

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Tabs at the bottom of the panel

  • Home. The screen above.
  • Agent. Your conversations about this document. Start a new chat or open your history.
  • Clauses. Search your clause libraries. Open a clause to copy it or send it to the Agent.
  • Flows. Link the document to a workflow task in review. Choose the Task and what to Save as, then click Link to flow.

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How changes reach your document

The Word Add-in never edits your document without a click from you. When it does change the document: Apply, Apply all, and Fix add tracked changes even if Track Changes is off in Word. For Insert At Cursor, turn on Track Changes first if you want the new text tracked. Accept or reject tracked changes in Word like any others. For tasks you do with Word’s own tools, such as deleting comments or undoing changes, see Working in Word.

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What’s next

Document Review

Review a contract against a playbook, a library, or general standards

Word Add-in Agent

Ask questions, draft, redline, and compare documents

Proofreading

Catch drafting errors before you send the document

Word Add-in troubleshooting

Fix install and loading problems