Binder pane in the operations panel

Instead of the “document” button in the operations panel, binders will replace this with a “binder” button, which looks like this when opening a new, empty binder:

In this menu, you can insert new or existing documents, rearrange their order and provide them with short titles for easy referencing (e.g.: “Annex 1” or “Pricing Schedule”).

Dynamic numbering of subdocuments

The titles of these documents (both full title and short title) can be given dynamic numbering by using the {1} placeholder.

Let’s say you have 3 annexes which are all subject to conditions (as defined in their respective properties). This means that your document may contain anywhere from 0 to 3 annexes. However, you want the annex titles to adapt their numbering based on the actual number of annexes which are visible.

This can be done by giving each annex the following title: “Annex {1}”. When generating the document, ClauseBase will automatically replace the {1} placeholder with the correct number of each annex relative to its position and the number of other visible documents containing the {1} placeholder. So if there are two visible annexes, the first one will be numbered 1 and the second one will be numbered 2.

Managing documents

Uploading an existing document lets you choose a document from your library to insert into the binder. Inserting a new document occurs in exactly the same way as you would create a new document outside the context of a binder.When you insert an existing document into a binder, you are essentially creating a copy of that document that communicates with the original document but does not communicate back to it. For example: if you switch the order of a few clauses in the original document, those changes will be reflected in the binder. If you do the same in the binder, those changes will not be reflected in the original document. For important adjustments to be made to the base document, it is therefore recommended to do this outside the context of the binder. 

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