Deploying Draftable: An introduction

An introduction to deploying Draftable Legal across your organization, covering key considerations, deployment options, and how to use this Administrator Deployment Track.

Welcome to the Administrator Deployment Track for Draftable Legal. This article provides an introduction to deploying Draftable across your organization and explains how to use this deployment track effectively.

Who is this deployment track for?

This deployment track is intended for IT administrators, deployment teams, and system administrators who are responsible for:

• Deploying Draftable Legal to multiple users across their organization
• Configuring settings via Group Policy or Registry to pre-configure Draftable for end users
• Setting up Document Management System (DMS) integrations
• Configuring custom error messaging and troubleshooting options
• Setting up advanced workflows and add-ins for users

This track is designed for organization-wide, large-scale deployments where centralized configuration and management are required.

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Just need a simple single-user installation?

Not doing an enterprise deployment? If you’re looking to install Draftable Legal for yourself as a single user, you don’t need this deployment track. Instead, use the default installer:

1. Download the installer

   Download the Draftable Desktop application here: https://draftable.com/desktop/download/

2. Run the installer

   Run the installer and follow the prompts.

3. Activate your license

   Activate the product by entering your Draftable Legal product key. If you already have a license, your product key should have been sent to your email. If you want to start a trial, request a demo here.

4. You're ready!

   That’s it! Draftable Legal is now set up and ready to use.

For learning how to use Draftable Legal after installation, head to the Draftable Legal User Academy.

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How to use this deployment track

The Administrator Deployment Track is organized into logical sections that guide you through the deployment process. Below is a brief overview of what each section covers.

Your deployment journey

This section (where you are now) provides introductory content and a comprehensive deployment guide.

Complete deployment guide

Your one-stop resource for correct, in-order deployment of Draftable Legal. Use this guide as your primary reference throughout the deployment process.

Getting install ready

Prepare your environment for Draftable Legal deployment:

Article	What it covers
System and network requirements	Hardware, software, and network prerequisites
Enterprise deployment options	Overview of installer types and deployment scenarios
Configuring settings with Group Policy	How to use Group Policy for centralized configuration
Draftable Legal Group Policy Template Files	Download and install Group Policy templates
Deployment options via MSI (System-wide) installer	Advanced MSI deployment with command-line options
Deployment advice for Citrix and RDP environments	Guidance for virtualized and remote desktop deployments

Post installation configurations

Configure Draftable Legal after installation is complete:

Article	What it covers
Setting up your DMS to Draftable Legal	Configure iManage, NetDocuments, SharePoint, Worldox, or Epona
Configure an Organisation Identifier	Set up telemetry identification for your organization
How to Configure End-User Troubleshooting	Configure error messaging, logs, and support contact details

Installation of Advanced Draftable Workflows

Set up additional Draftable add-ins and workflows:

Article	What it covers
Installing Draftable in Office	Deploy the Draftable Office add-in for Word, Excel, PowerPoint
Installing Draftable for Office	Configure the Draftable for Office add-in
Installing Draftable in Outlook	Deploy the Draftable in Outlook add-in for your users
Installing Draftable for Outlook	Deploy the Draftable for Outlook add-in for your users
Configuring Redline in Email Outlook	Set up the Outlook add-in for email comparisons

End-User Application Configuration

Pre-configure application settings for your users:

Article	What it covers
Managing profiles for Redline settings	Understand how Redline profiles work
Configuring Redline profiles within Group Policy	Deploy Redline profiles to users via Group Policy
How to set up 1-Click Compare default workflow	Configure default 1-Click Compare settings for users
How to configure a custom Departures Table template	Customize the Departures Table output template

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Ready to begin?

Complete deployment guide

Start your deployment journey with our comprehensive, step-by-step guide.

Need help?

Contact our support team if you have questions or concerns about deployment.

Worried about getting deployment wrong? Don’t hesitate to reach out to our support team at [e-mail]. We’re here to help ensure your deployment goes smoothly and can answer any questions not covered in this documentation.