How to: create signature blocks

https://youtu.be/tIBoGlBrX3Y Drafting an agreement — or sometimes other types of documents — means that, somewhere in the document, you will have to add a signature block. There should be at least as many signature blocks as there are parties, containing their names and titles. How to go about...

How to: create advanced party introduction clauses

Clauses introducing the parties to a contract or other legal document are often some of the more complex clauses you can draft in ClauseBase. This is because there are an enormous amount of permutations clauses like these can have. Below, we will create a party introduction clause for a sale an...

How to: create a list with both predefined options and free input

One or more clauses in your document will contain lists that have some predefined options but allow for user input as well. In many cases, as a template creator you may not be able to provide for all options exhaustively. There may, therefore, be a need for users to choose both from a predefined li...

How to: make automatically numbered annexes or schedules

https://vimeo.com/532384520 In many documents, annexes/schedules must be added based on certain options or clauses being chosen in the main body of the document. A good example would be a consent form annex to a share transfer agreement, which is what we will be implementing here. We want t...

How to: reuse any clause in a different context

Let's say you are drafting a lease agreement and you are looking for a notice clause. Using the search functionalities inside the Assemble Document mode, you find the perfect clause. But there's one problem. That clause was written for a share purchase agreement, with parties being referred to as t...

How can I set MS Word document properties?

In the document properties of a DOCX file, you can specify data such as the author, company, etc. — as well as a variety of other information, such as comments, the relevant manager, and even custom information. ClauseBase supports setting such data through the system of Global Placeholders. Ha...

How to: electronically sign documents

ClauseBase can prepare documents for electronic signing, and subsequently submit the prepared document to the e-signature provider, such as Connective, Dropbox, HelloSign or Scrive. There are quite some moving parts involved when preparing a document for automated electronic signing. Accordin...