Integrations

Depending on your license of ClauseBuddy, you can establish connections with third party products, to enhance your drafting experience.

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Sending documents to Contractify

PDF-versions of finalised documents can be directly submitted to your account at Contractify.

Fetching corporate information

Through the help of OpenCorporates, you can consult corporate information about entities in most of the countries around the world. That information can then be immediately stored within specific questions in your questionnaire.

The way to integrate this into your questionnaire is as follows:

Step 1: In the configuration of your questionnaire, go to a question where you want corporate information to be filled in automatically (e.g. company name, company address, etc):

At the bottom right of the menu, you will see Special tags:

Step 2: Click on the three dots next to the input field and choose the appropriate Special tag. So in this example, for company name, choose entity-name:

For other input fields in your questionnaire (e.g. postal code, company number, etc), repeat this process and choose the appropriate Special tag. For example, for the company number question, choose entity-number as Special tag.

Note that you also can apply multiple Special tags for just one question.

Step 3: when you have done this for all questions (where relevant), go to the questionnaire and click on the search icon that has appeared next to your question:

Note: it is very important that you have at least a company name or company number question with associated Special tag. This is because we need to search on one of these two criteria to get the organisation's information.

Therefore, it is only with these two questions/tags that the search icon will appear.

Step 4: using company name or number and indicating the corresponding country, find the organisation whose information you need for the questionnaire and click on Lookup:

Then the results of your search will appear.

Step 5: When you then click on the organisation you need, all the information will automatically be filled in to the questions where you have set a Special tag:

By completing the above steps, you can then simply look up the organisation in the future when completing the questionnaire and all the corresponding information will be filled in automatically.

Fetching Google Maps addresses

Using Google Maps information, you can fetch addresses from both natural persons and entities.