Document Toolbar

Adding clauses

  • if nothing is selected, the new item will be inserted at the end of the document
  • if a clause is selected, then the new item will be inserted as the last sub-clause of the selected clause

You can deselect a clause by either clicking the space between two clauses, or by clicking above the first or below the last clause.

definition list

Inserts a new definition list clause into the document.

A binder can contain multiple definition lists. This allows you to, for example, create a definition list in every subdocument of the binder, whereby each definition list will only contain the terms that are unique for the subdocument it is situated in. You can even create a separate subdocument that would then aggregate all the definitions, across all of the sub-documents that themselves also contain their own definition lists.

Note that nothing will stop you from inserting multiple definition lists into a single document. Please let us know if you would be aware of a use case for such multiplicity of definition lists inside a single document.

ad-hoc clause

Inserts an ad-hoc clause into the document, i.e. a clause that is not intended to be reused outside the document in which it is contained.

simple ad-hoc clause

Inserts a simple ad-hoc clause, i.e. a clause for which the editing interface is deliberately simplified for legal users who are not clause authors.

library clause

Inserts a library clause, i.e. a clause intended to be reused in multiple documents.

Deleting a clause

Cut / copy / paste

The internal clipboard of ClauseBase is fully independent from the clipboard of your computer. Accordingly, when pressing these buttons, the clauses will not become available towards other software on your computer. Please export the document to .DOCX if you need to get access to the text of a clause.

Increase / decrease clause level

These buttons may look somewhat similar to the “increase indent” and “decrease indent” buttons in Microsoft Word (), but there are quite some differences:

  • In ClauseBase, you can only increase the level of a clause if some other clause precedes it, which can then become an ancestor clause. In Microsoft Word, you can increase the indentation level of any paragraph.
  • In Microsoft Word, increasing the indent inherently causes the left margin to increase. In ClauseBase, it will depend on the document styling whether or not the left margin will increase. In other words, please be aware that if styling applies that does not increase the left margin between paragraph levels, increasing or decreasing the clause level will not cause any visual differences.
    • You can, however, check whether a clause is a descendant of some other clause, by selecting the presumed ancestor clause — selecting a clause in ClauseBase will automatically select descendant clauses as well.

Move clause up/down

Show / hide clause heading numbering

Show / hide clause title

Shrink / expand clauses

Visibility settings and actions

Actions

Browse to selected clause

When you have selected a clause in the document preview, press this button to navigate to that clause under the "browse" tab of the operations toolbar.

Send to Q&A

Send a document to the Q&A editor to provide a questionnaire for it. This can only be done if the document has already been saved. Otherwise the button will appear as:

Reload contents

Reloads the content of the document. Use this if you try making a change to the document and it does not immediately show up in the document preview.

Visibility

invisible clauses

If enabled, this setting will show clauses that are hidden under the regular visibility settings, because their visibility conditions are not met.

For example, if the clause author indicated in conditions of a clause that the clause should only be shown in the English version, then such clause will be hidden in the Dutch or French language versions. Enabling this setting will nevertheless cause such cause to be shown — albeit formatted with red strike-through — in the Dutch and French language versions.

invisible text (due to shrinking)

See the dedicated page on shrinking clauses. Essentially, this setting will cause clause parts that got hidden because the clause text was shrunk down, to nevertheless appear on the screen, formatted in blue/white.

clause comments

This checkbox is enabled by default. If checked, clauses that have legal comments associated with them, will have a blue icon at their right side. By moving your move over this icon, you can read the comment.

clause shrinking opportunities

See the dedicated page on shrinking clauses. When enabled, this setting will show a green arrow at the right side of a clause when it contains text parts that can be shrunk down.

reporting mode of document

When enabled, the document will be shown in the reporting mode.


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