What is a Playbook?

Last updated: June 3, 2026

Background

Document Crunch Playbooks transform complex contracts into clear, accessible guides — giving your project team a centralized reference for contract requirements, compliance considerations, and informed decision-making throughout the project lifecycle. Playbooks are a post-signature tool designed to help teams understand and act on their contractual obligations without reading every document from scratch.

There are two types of playbooks in Document Crunch:

  • Single-document playbooks are tied to one PDF. Use these when you need a compliance guide for a specific contract — a subcontract, prime contract, or standalone agreement.

  • Project-level playbooks pull from every document uploaded to a project — contracts, specs, change orders, amendments, and more. Use these when your team needs a consolidated view of obligations across all project documents at once.

Both types are organized into topics your team cares about (payment terms, change order procedures, safety requirements, etc.) and include cited references back to the source language.

Things to Consider

  • Playbooks are a post-signature tool. Run them once you have executed documents in place.

  • Single-document playbooks are accessed from the document view and run on one PDF at a time.

  • Project-level playbooks are accessed from the Playbooks tab on the project page and pull from all documents in the project.

  • Playbook templates are configured by your CS team. Contact your Document Crunch representative to add or adjust topics.

Steps

Which Playbook Should I Use?

Use a single-document playbook when:

  • You need a compliance guide for one specific contract or agreement

  • You are working with a standalone document outside of a broader project document set

Use a project-level playbook when:

  • Your project has multiple documents — a prime contract, specs, change orders, amendments

  • You need to see obligations and conflicts across the full document set in one place

  • Your team is approaching project kickoff and needs to get aligned quickly