How do I update a template in ClauseBuddy?

Febe Updated by Febe

How do I update a template in ClauseBuddy?

You want to make some changes to an existing Smart Template in ClauseBuddy.

1. Download the stored docx-file

  • Navigate to your templates
  • Click on the template you want to update and choose "edit" from the drop down menu.
  • Go to the "settings" tab and click on the grey button below "Download stored Docx file" to download the last version of the Docx file on which your Smart Template is based.

The software automatically stores the latest version of the document on which the Smart Template is based.

2. Update the Smart Template

  • Open the Docx file that you just downloaded.
  • Make the necessary changes in the Docx file and click on "Update" in the top right corner of the ClauseBuddy plugin.
  • Your Smart Template is now updated and you can create new questions and conditions if needed.

How did we do?

My Word document is displayed incorrectly!

How do I export a filled-out Q&A?

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