🚀 Getting Started
Quick Start Videos
Account creation & login
Frequently Asked Questions
📚 Clause libraries
Searching by keyword
Searching clauses by similarity
Bulk Import Clauses
Starting a session
Selecting & Configuring paragraphs
Assign paragraphs to folders
Save clauses to clause library
💡 Smart Templates
Highlighting Word documents
Creating cards and questions
Conditions for cards & questions
Tips when using Word
Comparison with ClauseBase
Advanced drafting techniques
Updated by Maarten Truyens
File & location
Folder & filename
In this section of the template's settings, you can specify the folder where the template will be stored, as well as the filename.
Each template can optionally be assigned a category. Such category can help end-users to quickly choose the right template among a large number of templates.
When categories are assigned to one or more templates, they will be shown on the Templates Overview panel...
... as well as in the dropdown menu at the top right menu of the Documents Overview panel:
Here you can define the default colour assigned to cards. Individual cards can deviate from this default colour through their own settings.
Indicators for mandatory questions
This setting allows you to centrally enable/disable the presence of red dots that are shown next to questions marked as mandatory. This will also impact the message "Some mandatory questions are not answered." (shown to the end-user at the right side of the template) will also get removed.
This is discussed in a separate web page.