Editing Contracts with Microsoft Word for Desktop in SpotDraft

Want to edit your contracts in Microsoft Word for improved performance or to work offline? SpotDraft now lets you seamlessly edit and save your contracts directly in Word!

This guide will walk you through the process of using the "Edit in Microsoft Word for Desktop" feature, which enables you to work on Word with your contracts. You can also navigate through the entire flow yourself here.

Who is this guide for?This guide is for SpotDraft users who edit contracts, specifically editors and legal users.

Pre-requisites:

1. Users should have Microsoft Word installed on their devices.

2. Users should have an active license for Microsoft Word.

How to edit a contract using Microsoft Word on your device:

1. Navigate to the Contract Record:

   • Go to the Contract Record for the contract you want to edit.

2. Click the "Edit" button:

   • You'll see the "Edit" button.

1. Select "Edit with Microsoft Word":

   • From the menu that appears, choose "Edit with Microsoft Word".

   • This will open a pop-up window.

Click "Proceed":

• Click "Proceed" to open the document on MS Word.

• The contract will open on Microsoft Word on your device.

• The Summary Page will show that a user is actively editing the document with a yellow banner.

Make your edits to the contract in Word.