How to: create a questionnaire using batch create

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 ...

How to: allow users to select legal entities & addresses

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...

How to: create questions for repeating list datafields in Q&A

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 to each shareholder. Using repea...

How to: send a questionnaire to someone without a ClauseBase account?

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 any que...

How to: create a question to change the language of a document in a Q&A

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...

How can I choose the exported filename?

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...