🚀 Getting Started
Quick Start Videos
Installation
Account creation & login
Enterprise deployment
Subscriptions
Frequently Asked Questions
Encountering problems?
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📚 Clause libraries
Searching Clauses
Overview
Searching by keyword
Browsing Folders
Searching clauses by similarity
Filtering clauses
Inspecting clauses
Using Clauses
Drafting Clauses
Bulk Import Clauses
Introduction
Starting a session
Uploading documents
Selecting & Configuring paragraphs
Assign paragraphs to folders
Save clauses to clause library
Styling
Introduction
ClauseBuddy layout structure
Heading pane
Body text pane
Document title pane
Template detection pane
FAQ
💡 Smart Templates
Quick start
In depth
Introduction
Highlighting Word documents
Creating cards and questions
Conditions for cards & questions
Conditional text
Template settings
Sharing templates
Tips when using Word
Comparison with Clause9
Integrations
Bulk create
Advanced drafting techniques
FAQ
🎯 Clause Hunt
Introduction
Searching with Clause Hunt
Exporting content
Managing lockers
Adding & removing documents
Compliance
🛟 Legal Guides
⚙️ Administration
Preferences
Managing folders
Managing attributes
Managing users
Managing access-bundles
External subscriptions
I lost my login code
🤖 AI Bot
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Frequently Asked Questions
The ClauseBuddy icon is greyed out within Microsoft Word
You have probably opened a .DOC file instead of a .DOCX file.
A .DOC-file is an outdated format, that is unfortunately not supported by Microsoft for the modern plugin architecture. The solution is to simply save the .DOC as a .DOCX file.
The ClauseBuddy icon disappears for an unknown reason!
Unfortunately, this problem is not limited to ClauseBuddy, as several other addins have the same problem. Microsoft is investigating why this is happening to some users at unpredictable moments. It seems to usually occur when certain Windows / Office updates are being installed, and it seems to affect Outlook more than Word.
If you can reliably reproduce this problem, you would do everyone a favour in letting us know!
Where can I get more help?
Aside from emailing us, feel free to create an account on our Discussion forum! You will learn from other users, and are invited to ask any questions you feel like.
