Skip to content
  • Home
  • Clauses
  • Assemble Document
  • Concepts
  • Q&A
  • FAQs
  • @special-functions
  • Security
FAQs
How To’s

Videos
What’s new?

Getting started

  • What is ClauseBase and how does it work?
  • Structuring your clause library
  • Structuring the content of your clauses
  • Drafting modes in ClauseBase
  • Creating a questionnaire
  • Sample clauses

Access rights

  • Access rights

Admin

  • Users
  • General
  • Groups
  • Styles
  • Defaults
  • Attribute models
  • Usage page
  • Custom homepage
  • Global placeholders

Assemble Document

  • Visibility settings & actions menu
  • Document toolbar
  • Clause hierarchies
  • (Un)locked documents in a binder
  • Focus Mode
  • Bulk (“batch”) generation of documents

Assemble Document Operations Panel

  • Visibility settings & actions menu
  • Operations panel
  • File pane
  • Edit pane in the operations panel
  • Document pane
  • Binder pane in the operations panel
  • Search pane
  • Browse pane
  • Terms pane
  • Data dashboard
  • Advanced pane
  • Styling pane
  • Miscellaneous pane

Binders

  • Binders: general
  • Cross-references from document to document within the same binder
  • Global and local definition lists
  • Document and binder properties
  • Binder pane in the operations panel
  • Styling of a Binder versus subdocuments
  • (Un)locked documents in a binder

Clauses

  • Introduction to clauses
  • Introduction to concepts
  • Clause structure
  • Writing conditions
  • Examples of conditions
  • Using codes instead of text fragments
  • Bold, italic and underline
  • Special codes
  • Document toolbar
  • Enabled?
  • Links
  • Cross-references
  • Special functions
  • Introduction to tables
  • Deviating table styling
  • Legal comments
  • Shrinking clauses
  • Action buttons
  • Enumerations
  • File position
  • Snippets
  • Parameters
  • Conjugations
  • Mixing data types
  • For-loops
  • Clause hierarchies
  • Clause versioning
  • Abstract article references
  • Advanced multi-language features

Concepts

  • Introduction to concepts
  • Creating concepts
  • Concept labels
  • Cross-references
  • Writing conditions
  • Data-expressions
  • Rules of thumb for using datafields
  • Links
  • Organising concepts

Data protection

  • Access rights

Datafields

  • Introduction to datafields
  • Types of datafields
  • Rules of thumb for using datafields
  • Writing conditions
  • Special codes
  • Data-expressions
  • Datafield aliases
  • Datafield labels
  • Datafield special tags
  • Datafield descriptions
  • Repeating list datafields
  • Datafield predefines

Definitions

  • Introduction to definitions
  • Definitions styling
  • How to: create a definition

Files

  • How to: create advanced folders
  • Browse files
  • How files are organised in ClauseBase
  • File types
  • Custom styling
  • Legal comments
  • File description
  • Attributes
  • Reporting
  • File position
  • File name
  • File category
  • Links
  • Access rights
  • How to: name your files
  • Clause hierarchies

Import

  • Introduction to importing clauses
  • Uploading clauses
  • Defined terms in Import mode
  • Datafields in Import mode
  • Cross-references in Import mode
  • Assigning folders
  • Conversion process
  • Exporting
  • Stashing intermediate results
  • Tips, tricks & limitations

Q&A

  • About cards
  • About “changes”
  • Types of changes
  • Adding conditions to cards, questions and change sets
  • Question options
  • How to: allow users to select legal entities & addresses
  • Copying & pasting answers
  • Comments, notes & documentation
  • Interactive Q&A inspection
  • Embedding questions into a document

Q&A panes

  • Cards pane
  • Batch create pane
  • Changes pane
  • Document pane
  • Import pane
  • Edit clauses pane
  • Q&A options

Settings

  • Account
  • Preferences
  • Access bundles
  • Favourites
  • Saved searches
  • Saved datafields
  • Styles
  • Default styles

Styling

  • Styling overview
  • Bold, italic and underline
  • Deviating table styling
  • Custom styling
  • Styling pane
  • Base styling
  • Headings, body paragraphs and numbering
  • Definitions styling
  • Enumerations styling
  • Locale styling
  • References styling
  • Page styling
  • Styling of a Binder versus subdocuments
  • Styling: tips and tricks
  • Advanced styling topics
  • Copying headers and footers from an MS Word file

Miscellaneous

  • How to: type special symbols on your keyboard
  • Shortcuts
  • Grammar style guide
  • Inserting MS Word files into ClauseBase documents
  • Working with the globo-panel
  • Tips & tricks for advanced users
  • Comments, notes & documentation
  • Checklist: common pitfalls
  • Checklist: creating high-quality documents

Integrations

  • Overview
  • Spreadbases
  • How to: electronically sign documents
  • Drag & drop integrations

For developers

  • ClauseBase API
  • Custom functions
  • Example custom functions
  • Home
  • ClauseBase Sandbox
  • Discussion Forum
  • Privacy Statement