Getting started

1

Open a DOCX-file

Bracketeer works with any DOCX file that you can open in Microsoft Word, and which has either square brackets or colored highlights.

2

Open ClauseBuddy and start Bracketeer

Open ClauseBuddy and click on the Bracketeer icon. (If it's not enabled, ask your administrator or ClauseBase customer onboarding contact person.)

3

Wait for analysis

Wait for a few seconds while ClauseBuddy's server analyses your documents, and uploads each paragraph into Bracketeer.

4

Interact with a set of paragraphs

In each set of paragraphs that has options, alternatives or highlighted text:

1

Interact with options (surrounded by dotted lines), clicking on options to select them, or Alt-clicking to remove them (i.e. click with your mouse while holding down the Alt-key on your keyboard).

2

Click on one of the alternatives in a group to select that alternative, automatically removing the other alternatives in the group.

3

Click on highlighted text to change that text. Bracketeer remembers your last changes, so you can quickly make similar changes across the document.

4

Click on the Apply changes buttonto modify the corresponding paragraph in your document. Alternatively, you can skip this step, and apply all your changes in bulk (see the last step).

5

Navigate to next paragraph

Go the next relevant paragraph by clicking on the Previous or Next button. Bracketeer will then jump to the next set of paragraphs that has options, alternatives or highlighted text.

Note that Bracketeer automatically skips paragraphs without square brackets or highlights.

6

Apply changes in bulk if desired

Instead of applying changes on a per-paragraph basis, you can click on the triangle (popup menu) next to Apply Changes and choose either Apply to entire document (= apply changes in bulk in your current document) or Apply to a new document (= apply changes in bulk within a copy of your current document).

While modifying the paragraphs inside of Bracketeer, you must refrain from making edits to the corresponding paragraphs in the DOCX-file. Edits to other paragraphs are fine, but unpredicted results will happen when Bracketeer will apply its own changes on top of your modifications in the DOCX-file.