For the complete documentation index, see llms.txt. This page is also available as Markdown.

User rights overview

This page provides an overview of all available user rights in ClauseBuddy and explains what each permission allows users to access or manage. Use this overview to better understand the different rights and assign the appropriate permissions to each user.

USER RIGHTS

EXPLANATION

General

Edit attribute models

Allows the user to create and edit new attributes, which serve as custom filters when creating clauses for the Clause Library.

Generative AI

Allows the use of Generative AI in ClauseBuddy. Only the features that are not build upon AI will be accessible (without any AI options).

Manage folders

Allows the user to manage the folders of which they have access. Managing means ordering, editing, etc.

Translate using Deepl

Features where no AI is used, use DeeplPro for translation purposes. If this right is deactivated, no translation is possible in for example the Quality Library.

Quality Library

Add new clause

Allows the user to create and save new clauses for the libraries they have access to.

Browse clauses

Allows the user to browse for clauses in the library they have access to.

Change existing clauses

Allows the user to edit existing clauses.

Change file status

Allows the user to edit the status of a clause.

Change file status comment

Allows the user to edit the comment linked to the applied status of the clause.

Email clause

Allows the user to send a clause via mail to any recipient so they can look into the clause that the user forwarded.

Search by keyword

Allows the user to search for clauses using keywords rather than manual browsing.

Send clause to curator

Allows the user to send clauses to the assigned curator(s) of the organisation, so the curator can review, delete, adjust or save the proposed clause to the library.

Clause Inspiration

Download Truffle Hunt DOCX files

Allows the user to download the uploaded files in the Truffle Hunt.

Samples Hunt

Allows the user to use the Samples Hunt feature.

Similar Clauses

Allows the user to use the Similar Clauses feature.

Truffle Hunt

Allows the user to use the Truffle Hunt feature.

Generative AI

AutoPolish

Allows the user to use the Polish Text feature.

Checklists

Allows the user to use the Checklists feature.

Compose Document

Allows the user to use the Compose Document feature.

DocChat

Allows the user to use the DocChat feature.

Draft Text

Allows the user to use the Draft New Text feature.

Manage saved Redline Reviews

(Feature doesn’t exist yet)

Publish Multi-document Chat

Questions

Allows the user to share their set of questions in the Multi-doc table feature.

Redraft Text

Allows the user to use the Rewrite Text feature.

Save Redline Reviews to database

(Feature doesn’t exist yet)

Smart Merge clauses

Allows the user to Smart Merge clauses.

Summarise Changes

Allows the user to use the Summarise Changes feature.

Summary

Allows the user to use the Summarise feature.

Use Redline Reviews

(Feature doesn’t exist yet)

Document Analysis

Apply document reviews

Allows the user to review the active document with the Playbooks they have access to.

Bracketeer

Allows the user to use the Bracketeer feature.

Bulk Compare

Allows the user to use the Bulk Compare feature.

Bulk Operations

Allows the user to use the Bulk Operations feature.

Deep Compare

(This feature no longer exists)

Document Cleanup

Allows the user to use the Document Cleanup feature.

Manage Document reviews

Allows the user to create, edit and manage playbooks.

Proofreading & Definitions

Allows the user to use the Proofreading and Definitions features.

Publish Bulk Operations Sets

Allows the user to use the Bulk Operations feature.

Review Automation

(Feature doesn’t exist yet)

Text Compare

Allows the user to use the Text Compare feature.

Smart Templates

Download Excel-file to prepare batch creation

Allows the user to download and fill out an Excel file for the questionnaire.

Edit Templates

Allows the user to create new and edit Smart Templates.

Share templates & documents

Allows the user to generate a link for non-ClauseBuddy users to fill out the questionnaire.

Upload Excel-file for batch creation

Allows the user to upload the filled out Excel-file to generate multiple files at once.

Use templates & documents

Allows the user to fill out the created questionnaires.

Others

Add other subscriptions

Allows the user to switch between accounts (if they have access to the respective accounts).

Apply legal guides

This feature no longer exists.

Edit legal guides

This feature no longer exists.

Switch to linked accounts

Allows the user to switch to a linked account as configured by the Admin.

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