Visibility settings & actions menu

When in Assemble Document mode, the top right corner of the document toolbar contains a symbol. Clicking this symbol triggers the "visibility settings & actions menu". Below is a summary of what each of these settings or actions does. Actions Browse to selected clause If a clause is s...

Document toolbar

The document toolbar is used to customise your document, enabling you to add or remove clauses, change the order, language, numbering, etc.

Clause hierarchies

A clause hierarchy is a file type that contains a set of clauses in a fixed structure. Clause hierarchies can come in handy when you want one clause with its different levels of subclauses to be available in your clause library as one set. Users can then insert the hierarchy with one single click i...

(Un)locked documents in a binder

Please read this page carefully prior to unlocking a document in a binder as doing so may have serious consequences. When working in a binder, you may notice that some (or all) of the documents making up the binder contain a lock symbol. The lock symbol is also visible when inserti...

Focus Mode

ClauseBase offers a special mode — called "Focus Mode" — that optimizes your workflow for dealing with a complex clause in Assemble Document. Activating Focus Mode Focus Mode can be activated by selecting a single clause and clicking on the button in the main toolbar. Alternatively, you can...

Bulk generation of documents

ClauseBase allows you to generate a large amount of documents based on a single intelligent template created in assemble document mode. To do so, you can request ClauseBase to generate an Excel sheet containing all the datafields present in the document template. Each row in that Excel sheet re...