How to: type special symbols on your keyboard

Legal experts seldomly need to write special symbols — such as { } ~ § and | — in regular legal documents. In ClauseBase, however, these symbols are used to insert conditions and datafields. If you are using a Windows pc Belgian keyboard See a graphical layout of your keyboard on keyshort...

Shortcuts

Introduction Shortcuts are one of the keys to productivity! Several buttons in ClauseBase have been assigned shortcuts. If you hover your mover over them and hold still for a second, your browser will show the shortcut in a small “tooltip” window. General shortcuts Ctrl-b — Go to ...

Grammar style guide

ClauseBase offers a wealth of features, both in the user interface and in its clause grammar. This can lead to situations where members of the same team would choose a different road to Rome, leading to confusion and potential errors. This style guide offers an overview of the rules of thumb th...

Inserting MS Word files into ClauseBase documents

Rationale While ClauseBase nudges you into writing clauses that are as reusable as possible, there exist situations where you merely want to insert some static text — e.g., some boilerplate terms & conditions or product descriptions that never get changed. Similarly, while ClauseBase off...

Working with the globo-panel

The globo-panel contains several handy features for advanced users. You can access it by toggling the icon at the upper-right side of the screen (next to your username). Ask your administrator if this button is not visible, or if some of the sub-panels discussed below would happen to be invis...

Tips & tricks for advanced users

This page contains a diverse set of "Did you know...?"-style tips & tricks, for users who want to upgrade their knowledge of ClauseBase. Navigating around You can (repeatedly) press Ctrl-i to cycle between the last 10 visited parts of the app — somewhat similar to pressing Alt+Tab in Wind...

Comments, notes & documentation

ClauseBase provides many different ways to provide assistance towards the end-user, both in a Q&A and in the Assemble Document mode. Every clause, card, question and predefined answer can have an associated short comment. Such short comment will be displayed in a popup-balloon. Every clause ...

Checklist: common pitfalls

Organisation of files TODO Assemble Documents TODO Q&A TODO Miscellaneous TODO

Checklist: creating high-quality documents

This page provides a checklist for users who want to lift their automated documents to the next level — creating a truly top-notch experience for end-users. Warning: work in progress! Organisation of files Put files of the same type in the same folderAvoid having folders that contain a mix...