Users

A general overview of the users tab of the admin page.

General

If you are logged in as the administrator account of your organisation, you will see a tab "admin" in the top navigation bar.  On the admin page, you can do (among others) any of the following to manage your organisation's account: manage your organisation's users:create or delete usersc...

Groups

Groups are typically used to separate users with different needs regarding documentation (typically departments or teams within your organisation). In addition, groups can be used to manage who can create, edit or use files within a group's library through the access bundles feature. O...

Styles

At the level of your organisation, you can define standard styles which are available for use by a specific user, by a group or by anyone in your organisation or which can be set as the default style to use for users, groups or the organisation. These standard styles are defined on this page. Ov...

Default styles

On the default styles page, you can select any styles created on the styles page to be used as the default style throughout your organisation (i.e. for all users, groups and documents). For a reminder on how ClauseBase applies styles on multiple levels, please consult this article...

Attribute models

An overview of the attribute models section on the admin page.

Usage page

On the usage page, you can monitor the usage of all the documents generated using the ClauseBase platform. A list will be shown of the documents that were generated, detailing the user who produced the document, the date & time of the export, the title of the exported document and the nu...