# Accessing the app

## 1. Going to the login page

To navigate to ClauseBuddy's login page, you:

### In Microsoft Word for Windows

Click on the ClauseBuddy icon within the Home section of the top bar ("ribbon").

<figure><img src="https://1957521657-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9qUnI2Z291mCmNyrAxsZ%2Fuploads%2Fm6wlVQkFX6poJ5U2Fi9j%2Fimage.png?alt=media&#x26;token=7ef3cbd8-560d-44a8-aadd-85a9a77de4a0" alt=""><figcaption></figcaption></figure>

### In Microsoft Word for Mac

Similarly, click on the button in the Home section of the ribbon.

<figure><img src="https://1957521657-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9qUnI2Z291mCmNyrAxsZ%2Fuploads%2FavXe8ZI9LXFetXXx41g5%2Fimage.png?alt=media&#x26;token=e64b700c-4587-4c67-b9cd-f922aa4ede4e" alt=""><figcaption></figcaption></figure>

### In Microsoft Word Online

If you want to use ClauseBuddy inside of Microsoft Word Online (i.e., Word running inside of a browser), then click on the "..." button of the Home pane of the ribbon and choose "ClauseBuddy".

<figure><img src="https://1957521657-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9qUnI2Z291mCmNyrAxsZ%2Fuploads%2F6lB2O9fEiwwmVHIrcLw5%2Fimage.png?alt=media&#x26;token=b8abdda8-c92b-4620-a71b-8783ed9a33b4" alt=""><figcaption></figcaption></figure>

### In a browser

Go to <https://app.clausebuddy.com>

### In the traditional version of Microsoft Outlook for Windows

Click on the "..." button inside of a new email

<figure><img src="https://1957521657-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9qUnI2Z291mCmNyrAxsZ%2Fuploads%2FGRCYDtp6gCSJfbjL2mDZ%2Fimage.png?alt=media&#x26;token=2d2ad54d-9bf0-41c4-9194-1567d575eadc" alt=""><figcaption></figcaption></figure>

### In the new Microsoft Outlook for Windows

Click on *Apps* when drafting a new email, and then select ClauseBuddy from the list.

<figure><img src="https://1957521657-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9qUnI2Z291mCmNyrAxsZ%2Fuploads%2FDXhJzLeklZWTWO5DIt4C%2Fimage.png?alt=media&#x26;token=2796a9ed-7029-4c29-8c86-4a77d4a5f544" alt=""><figcaption></figcaption></figure>

### In Microsoft Outlook for Mac

Click on the "..." icon inside of a new email window, and select ClauseBuddy from the list.&#x20;

Tip: you may want to click on the *Customise toolbar* option inside of the "..." dropdown menu and drag ClauseBuddy to the toolbar, so that it is always visible there.

<figure><img src="https://1957521657-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9qUnI2Z291mCmNyrAxsZ%2Fuploads%2Fzoe4bD9nXw86VWexTN26%2Fimage.png?alt=media&#x26;token=256ee7a7-8671-43f7-b066-4516df3da832" alt=""><figcaption></figcaption></figure>

***

## 2. Logging in <a href="#login" id="login"></a>

Once navigated to ClauseBuddy — in Word for Windows, Outlook, browser, ... --  you need to effectively login if this is the first time you're using ClauseBuddy.

## Logging in with a security code <a href="#login" id="login"></a>

If you're using ClauseBuddy in a small team without a big IT-department, then you probably received a "**security code**" from ClauseBase or from your team leader.&#x20;

To effectively login with this security code, click on the top button "Sign in with a security code".&#x20;

<figure><img src="https://1957521657-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9qUnI2Z291mCmNyrAxsZ%2Fuploads%2FGU3zaKM2Xqxlmhb5dHFZ%2Fimage.png?alt=media&#x26;token=35c74c9b-df68-420d-a038-838f7c0b053e" alt="" width="375"><figcaption></figcaption></figure>

Next, enter the security code, or click on the bottom link to retrieve the security code with your email address.

<figure><img src="https://1957521657-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9qUnI2Z291mCmNyrAxsZ%2Fuploads%2Fl5bPXicPtFqOhyZIlzuK%2Fimage.png?alt=media&#x26;token=24863455-78c2-4c53-87ac-1bf48115a3df" alt="" width="363"><figcaption></figcaption></figure>

## Logging in with "Single Sign On" (SSO)

If you're using ClauseBuddy in a large organisation, then Single Sign On (SSO) was probably set up for you by your IT-department. In such a scenario, you don't get a security code; instead you login by passing through the security procedures of your own company.

To do so, click on the green button at the bottom:&#x20;

<figure><img src="https://1957521657-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9qUnI2Z291mCmNyrAxsZ%2Fuploads%2FxGUVbGiED2pKEsKMdsuQ%2Fimage.png?alt=media&#x26;token=6166071b-28ca-40f1-9b8c-ac91561f438a" alt="" width="375"><figcaption></figcaption></figure>

Next, enter your email address and click on the blue "Request login" button.

<figure><img src="https://1957521657-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9qUnI2Z291mCmNyrAxsZ%2Fuploads%2FMLV20gkdAU7VB60l3HkA%2Fimage.png?alt=media&#x26;token=6aa89e2b-fa31-4a68-952f-b2818b51ff8c" alt="" width="375"><figcaption></figcaption></figure>

You will then be forwarded to the login procedure of your own organisation, which will be shown in a popup-window if all goes well. This looks and behaves differently for every organisation (e.g., some organisations require the use of a token, some a fingerprint reader), but in the end you should arrive in the ClauseBuddy homepage:&#x20;

<figure><img src="https://1957521657-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9qUnI2Z291mCmNyrAxsZ%2Fuploads%2FquAjOC3odgryG2OF9zYx%2FScreenshot%202025-08-12%20at%2017.51.37.png?alt=media&#x26;token=adc79872-33cb-4e1a-abbe-65126f9666c0" alt="" width="563"><figcaption></figcaption></figure>
