In depth
Introduction
Introduction to Smart Templates in ClauseBuddy.
Highlighting Word documents
Detailed description of how to highlight words in a DOCX file, to prepare the file for use as a template in ClauseBuddy.
Creating cards and questions
In-depth discussion of how to create and configure cards, questions and predefined answers.
Conditions for cards & questions
Detailed discussion of how to create conditions that show/hide cards, questions and predefined answers. Also discusses shared conditions.
Conditional text
In-depth discussion of how to express conditions within a document
Template settings
Discusses the general template settings that can be configured for a template
Sharing templates
Describes the ins & outs of sharing templates with third parties.
Tips when using Word
Make more room for ClauseBuddy. If you are using ClauseBuddy from within ClauseBuddy, you may not have enough space on your screen if you do not have a large monitor. If so, you may want to put Microβ¦
Comparison with Clause9
ClauseBuddy's template engine focuses on simplicity. This article discusses the limitations of the engine, as compared to the "clause-based" ClauseBase product, as well as third party products.
Integrations
With ClauseBuddy Pro, you can establish connections with third party products, to enhance your drafting experience. [Page under constructionto be completed.] Sending documents to Contractify. PDF-verβ¦
Bulk create
ClauseBuddy allows you to generate a large amount of documents based on a single Smart Template. This is similar to the "mail merge" functionality of MS Word, but as you can use all the conditions anβ¦
Advanced drafting techniques
Describes advanced conditions and drafting techniques
