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...

Defaults

On the defaults page, you can set several default values: Default styles 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 l...

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...

Global placeholders

Rationale The placeholder system allows you to define placeholders — e.g. {company name} or {address} — and assign values to them. The placeholder can then be used in various places, particularly in the context of Q&As. Its value will be dynamically calculated by the software and shown towar...

Custom homepage

ClauseBase allows you to create custom home pages for your users through the Homepage tab of the Admin section. You can even differentiate between different departments (groups) or individual users. Tiles versus homepages In order to create custom home pages, you will first have to under...