Review

Review is one of the actions on the Actions tab of the Libra panel. It checks the document you have open in Word against a Playbook — the set of Topics carrying your firm’s standard positions — flags every Topic where the document deviates, and lets you redraft the flagged ones in place, one at a time or all at once. Libra reads the whole document, not your selection.

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Before you start

Both gates are on the project the add-in is pointed at:

• A project has to be selected. Click the menu button at the top left of the panel, then Selected Project, and pick one. With no project selected, Start Review is greyed out; hover it and the tooltip reads Select a project to create reviews or discoveries.
• You need edit access to that project. Owner, admin or edit all qualify. On a project you can only view, Start Review is greyed out and its tooltip reads You need edit access. Ask a project admin for edit rights or switch projects.

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Run a review

New Review in the header clears the result rather than starting anything: it puts you back where the review came from — the preview of the Playbook you just ran, with Start Review ready again, or the Playbook list if you had opened the review from history. The back arrow returns to the Actions home from a loaded review, and to the Playbook list from a Playbook preview.

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Reading the result

Each Topic is badged No risk, Medium risk or High risk according to how the document measured against that Topic’s Positions — or Not found, when nothing in the document was judgeable for it. The badges mean exactly what they mean in the web app, and Understanding Review results explains how each verdict is reached. Click a Topic to expand it. You get a Reasoning paragraph justifying the verdict, with numbered citations you can click to jump to that paragraph in the document, and the Positions the Topic was measured against. Two per-Topic controls sit in the Topic header when you have edit access. Verify marks the Topic as reviewed and stamps it with your avatar, so a colleague can see which Topics a human has already been through. The refresh icon (Re-run evaluation) evaluates that one Topic again against the document as it stands now — useful after you have accepted a redraft and want the verdict re-checked. Topics badged Auto mode answer a research question instead of checking Rules. They show reasoning and citations only, with no Positions and no redraft section. See Auto Mode.

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Redraft one Topic

Under an expanded Topic, a Redraft section offers a Select position dropdown and a redraft button beside it. The dropdown lists the Topic’s Starting Position and any Fallback 1, Fallback 2 and so on. A position the document already satisfies is labelled (compliant) and cannot be chosen — there is nothing to redraft toward. Libra preselects the first non-compliant one for you. Not acceptable positions never appear in the picker, and neither do Auto mode Topics. Click the redraft button and Libra proposes new wording. The result appears as a card headed Redrafting toward: the position you picked, followed by Suggested Changes — one proposed paragraph at a time, shown as a redline against your text, with arrows to page through them. Apply or reject each suggestion individually, or apply them all. Nothing reaches the document until you apply it. If the draft is close but not right, type into the Follow-up instructions… box at the bottom of the card and redraft again. Libra iterates on the previous attempt rather than starting over. Switching to a different position starts a clean draft instead.

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Redraft every non-compliant Topic at once

Redraft all non-compliant topics (n) sits in the compliance card at the top of the result. The count is the number of Topics that qualify: those Libra could map to the document and whose Starting Position the document does not meet. Compliant Topics, and Topics with no Starting Position, are skipped. It is a dropdown, not a single button, and it opens on two choices:

• Redraft all drafts new wording for every qualifying Topic and stages it in that Topic’s card, exactly as if you had redrafted each one by hand. Your document is untouched.
• Redraft all & apply does the same and then applies each draft. Because that rewrites the document, Libra asks first — Apply redrafts to all n topics? — and you confirm with Redraft & apply. Ctrl+Z undoes it, and you can still reject individual changes Topic by Topic afterwards.

Both branches always redraft toward the Starting Position; use the per-Topic picker when you want a Fallback instead. While a batch runs, the trigger counts Redrafting x / y…, a thin progress bar appears under the card, and Cancel stops it between Topics.

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Reviews created in the web app

The history list mixes reviews run here with reviews run in the Libra web app. A web-app review opens and reads normally in the add-in, tagged Created in Libra web app above the results — but you cannot redraft from it. Every Topic that would normally offer a redraft still shows its Redraft heading, with a help icon where the position picker would be; hover the icon and it reads Redrafting isn’t available — this review wasn’t created from a Word document in the Word add-in. Re-run evaluation is disabled too, and its tooltip reads This review was created in the Libra web app. To retry topics, open the review there. The bulk Redraft all non-compliant topics control is absent altogether. That is a consequence of how redrafting works: it rewrites the paragraphs of the Word document the review was built from, and a web-app review has no such document behind it. Reopen the review in the web app to re-run its Topics there.

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When a Playbook needs research sources you don’t have

Auto mode Topics name the research sources Libra should consult. If a Playbook references a source that is not enabled on your account, the add-in stops you before the review starts: selecting that Playbook opens Missing research sources instead of the preview, listing each Topic and the source it needs. The same check runs when you open an existing review whose sources you have since lost access to, and blocks the whole result. The add-in has no way to switch a source on. Enable it in the Libra web app under Settings → Integrations, then come back — see Set up integrations.

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Find an earlier review

Show History is a floating pill at the bottom of the Actions home. It is not on the Playbook Review screen, so use the back arrow in the header to leave the review first. The Recent Reviews sheet slides up over the panel with both kinds of review in it, newest first. A Playbook Review row shows its name, how long ago it ran, the document it ran against, the Playbook used, and its Compliance percentage — or Failed, or a pulsing dot while it is still processing. Click any row to reopen that review. Three controls narrow the list: a search box, a Type filter (All, Document Comparison or Playbook Review, each with a count), and Filter by current document, which hides everything not run against the document you have open. History is per project, so with no project selected the sheet just reads Select a project to see your recent reviews.

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Tips for better reviews