2. Document assembly buttons

Document Toolbar

The document toolbar is primarily used for making sure that clauses are in the right place and in the right form. When you open a blank document, most of the buttons on the document toolbar will therefore be greyed out. They will activate once you select a clause.

Create a new clause (which can be stored centrally in your organisation’s library or ad hoc in the current document) or generate a definition list for to-be defined concepts.
Delete the selected clause.
Edit a clause’s contents or convert it to a library clause or ad hoc clause.
Copy a clause.
Cut a clause.
Paste a clause that has been cut or copied.
Change a clause’s location and indentation by clicking the arrows in the direction you wish to move it.
Remove a clause’s numbering.
Remove a clause’s optional title.
Explore expanding and shrinking options for text that has been designated as superfluous or optional by your organisation’s clause authors.
Change the document language.  
Save the document to your library.
Export the document to docx or pdf format and activate or deactivate certain export options.
Undo or redo a previously made change.
Unlock additional options regarding visibility of clauses and text within clauses.

Operations panel

  • File: Give your document a name and choose a location within the library to save it to.
  • Edit: Open the clause editor and edit the contents of a clause. This feature is only available if your administrator has given you clause author privileges.
  • Document: Enter a title and choose whether it and/or a table of contents should appear at the top of the document when you export it to .DOCX or .PDF.
  • Search: Search for the perfect clause based on content, location, attributes or subject matter.
  • Browse: Search for the perfect clause by diving directly into the library and navigating to the correct location.
  • Terms: Get an overview of defined terms within your document and choose definitions for them from your organisation’s library.
  • Datafields: Engage with the intelligence embedded in your organisation’s clauses (e.g., fill out placeholders such as names and addresses, or (de)activate certain conditions that can change the structure or content of the text).
  • Styling: Manually define the styling for this document or choose a styling policy from a pre-determined list.
  • Mirror: Get a second look at your document. Useful if you want to find specific text using the Ctrl/Command + F functionality.