Using the batch create pane within the Design Q&A mode, it is very easy to create a basic questionnaire.
Start designing the Q&A
Open your document in the Design Q&A mode. This can be done in two ways:
either by clicking the button in the top right corner ...
If you have an Enterprise or Office account, you can allow your users to select a legal entity from a database of legal entities and/or to select an address from the Google Maps database.
Introduction
Legal entities database
ClauseBase provides access to the contents of most national entit...
https://vimeo.com/526208659
Why repeating lists?
Repeating list datafields are useful for example when the number of desired entries is not known or is very high. For instance, when drafting a shareholders' agreement with numerous shareholders it would be burdensome to create new datafields...
https://vimeo.com/454735990
Empowering your clients, customers or colleagues by giving them access to your automated documents is a feature that is native to ClauseBase.
If your administrator allows you to do so, you can send others an anonymous hyperlink to enable them to fill out an...
If you have a document that is available in more than one language, you can give the Q&A user the option to change its language.
In Design Q&A mode, there is a special type of question pre-made just for this use case. Click the or the button and choose the option. Like any other que...
By default, when a user exports a questionnaire to DOCX or PDF, ClauseBase assigns a filename that is equal to the filename of the underlying document. In many cases, this will be fine, but in some cases you will want to either dynamically define the filename, or even let the end-user choose the fi...
Why card categories
In Q&As for longer or more complex documents there may be numerous datafields, as a result of which the Q&A can grow very long. The user, in turn, may get lost within the Q&A or struggle to find a question he or she is looking for.
To make the use of Q&As m...
1. Through a card with a Comment or Warning
A first way to add a disclaimer, is to add a Comment or Warning block to a Q&A. To to do so:
In the Cards pane of the Q&A, click on and choose either Comment or Warning. Comments are shown in red, while warnings are shown in grey. Add the...
Follow these steps to add a predefined answer (or "predefines") to a question in Design Q&A mode.
Go to the Edit menu
Open the Cards pane and select the question for which you want to add a predefined answer.
Click on '+ Predefines' below the question as displayed here:
...