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Actions in Robin's Word Add-In

Robin’s Word Add-In helps you streamline contract review in Microsoft Word by offering time-saving Actions you can use directly from your document.

Defined Terms

Defined terms are critical for clarity and consistency in documents. Manually checking each term is tedious and easy to get wrong, especially in long documents. Defined Terms automates this review and catches issues instantly.

How to use Defined Terms:

• Navigate to the Actions tab in the Robin Add-in panel.
• Click Check Defined Terms. Robin will quickly scan your contract for:
  • Wrong or inconsistent term usage.
  • Missing capitalization on defined terms.
• Robin will flag each issue and provide a suggested correction.
• Click Accept to automatically update the contract with the correction.
• Click Dismiss to ignore the suggestion.
• Not sure about a term? Click Show Term Definition to jump to where the term is defined in your document.
• Continue reviewing suggestions until all flagged issues have been resolved.

Parties

Store your counterparty details in Robin for quick access and easy retrieval when reviewing documents.

To add new Parties:

• Navigate to the Actions tab in the Robin Add-in panel.
• Click Add Parties then Add.
• Fill in the required information and click Save new entity. The entity’s details are now available for reuse in your documents
• Insert the Party’s details into your documents by selecting the Entity name when you click Add Parties in the Actions tab.
• Copy and the paste the details into your document.

Tables

With Tables you can analyze a contract and get structured answers to key questions instantly.

How to use Tables:

1. Navigate to the Actions tab in the Robin Add-in panel.
2. Click Create Table.
3. From the drop-down menu, select from your custom prompt sets templates or Robin pre-configured prompt set templates.
4. Direct links to the relevant section in your document are included in your Table by default. Toggle the Include citation urls to disable.
5. Click Create New Table and wait a few minutes for your Table to be ready.
6. Once ready, your Table (.docx) will be delivered to your email.
7. Click on a citation url in your Table to review the document text related to an answer in your Table.