W
Microsoft Word
Review a draft against your playbook without leaving Word, with every accepted edit added as a tracked change.
Category
Documents
Works with
Word for Windows, Mac and the web
Set up by
A Microsoft 365 admin
Setup time
About 10 minutes
What it does
The review beside the draft
The Proviso panel opens next to the document and lists each departure from the playbook, with the suggested edit and its reason.
Edits as tracked changes
Accepted edits go in under the reviewer’s name, so the counterparty receives an ordinary redline.
Comments kept with the review
Notes added in the panel stay with the agreement’s review record after the draft goes out.
How to set it up
A Microsoft 365 admin deploys the add-in once for the whole team. Reviewers see it the next time they open Word.
1
Deploy the add-in
In the Microsoft 365 admin center, add Proviso from AppSource for the people who review contracts.
2
Connect your workspace
In Proviso, open Settings, then Integrations, and approve the Microsoft connection.
3
Choose default playbooks
Pick which playbook each agreement type opens with. Reviewers can switch it in the panel.
4
Open a draft
Reviewers open any document and select Proviso on the Home tab to start a review.