Export templates
Last updated
Last updated
Through the Export Templates setting, you can upload Word (DOCX) documents that can be used as templates for reports exported from ClauseBuddy.
Currently, this only works for reports of automatic reviews and for the summaries generated through the Summaries module. But additional reports may be added in the future.
Custom templates allow you to use your own house style for the reports, e.g. with your chosen fonts, colors, front page, and so on.
As a law firm or legal service provider, you may even want to use different templates for different clients you work for.
Uploading a new template is easy: just select (or drag & drop) the Word-file into the area at the top.
You can then set a title (this will be shown in the export dropdown-lists of your end-users) and the module for which this template is intended (currently either reviewing or summarisation).
Uploading is easy — the hard work is in configuring the contents of the MS Word file you upload. What needs to be done, differs by the module for which the template is configured, but essentially ClauseBuddy will insert certain content with a specific MS Word style.
For example, in the templates for reviewing reports, ClauseBuddy expects the titles of the requirements to have style "CBReqTitle", while the titles of extracted data must be in style "CBDataTitle".
The exact names of the styles are described in the samples you can download through the Download samples button in the upper right corner:
Those samples provide detailed explanations of what you are supposed to do. Probably the easiest approach is to:
If you don't have very strict house style rules: start from the sample without explanations, and customise it to your needs by tweaking the styles in MS Word.
If you have a strict house style, or you have existing templates to match: modify them so that they include the right MS Word styles.
Tip: copy/pasting paragraphs with the "CB..." stylenames from the provided samples into your own document, is usually sufficient to create those styles within the target document.
Tip: We are aware that the intricacies of MS Word styling are terra incognita for many lawyers, but we have entire MS Word courses on our website.
