Binders: general

This is an advanced topic, please make sure that you have completed the document assembly tutorial in the ClauseBase Sandbox before reading the below or are otherwise familiar with the way that documents work in ClauseBase.

If, as an advanced user, you are interested in having access to the ClauseBase Sandbox — a separate testing environment purely for educational purposes — please contact your administrator.

Binders are bundles of single documents that follow the same styling, terminology, definitions, etc. (binders typically take the form of a a main agreement with several annexes attached to it, like a master services agreement with a number of statements of work or a share purchase agreement with schedules attached to it).

To open a binder, press Shift+click on the  button on the top right-hand side of the screen when in  mode. You will quickly note that binders are virtually identical to documents in the way that they are presented in the document toolbar and the operations pane. For example, the “terms” and “datafield” menu of the operations panel function in the exact same way for binders as they do for documents.

There are, however, a few notable differences. Click here for an overview of how binders take a slightly different approach to some of ClauseBase’s features when compared to documents.

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Cross-references from document to document within the same binder