Office 365 Word

Prerequisite: Office 365

Open: the Plug-In:

1. Create a new Word Document and enter the text you want reviewed. Alternatively, you can open an existing Word Document.

2. Navigate to the Home Ribbon tab, select "Add In", and "Protege AI".

Log In:

If you haven't logged in previously, you'll be prompted to do so at this point. After opening the Protege AI extension, press "Sign In". Enter your credentials. Once logged in, you'll have full access to existing feedback for that document or create a new document for scanning.

Setting the Document Review Type:

When a new document is opened for review, setting the document review type is a process designed to tell the AI which evaluation to do for your content. You'll be prompted to put the name of the document and the Document Review Type that is set up for the company. The name of the document will be used to create an associated task for your team's progress tracking.

Change the Document Review Type:

You can change the Document Review Type by pressing the ⚙️ icon on the sidebar, and selecting "Edit Project." After that press Quick Scan again to see the new feedback.

For a better understanding of Document Review, see Document Review,

Scan Process and Processing Feedback:

The scan process in Protege Counsel is a comprehensive evaluation mechanism designed to identify and mitigate legal risks associated with your content. From the sidebar in a document, run Quick Scan to get the results of the evaluation. Depending on the length of the document, it may take several seconds to start seeing the feedback populate. There are three categories of Feedback:

Product ClaimsTrademarksPolicy Feedback

For more info on how the Scans are done, see Policy Engine.

Text Highlighting:

By default Protege will highlight the text in the doc that have a potential issue flagged in the Product Claims, Trademarks, and Policy Feedback cards. You can remove and reapply the highlighting at any time by pressing the button shown at the top of the nav bar.

Limitations:

The extension has been tested for Protege AI up to 25 pages long and Google Slides up to 100 slides long. If you have content to review above those limits, please reach out to support to enable very long documents.