ClauseBuddy
Quality LibTruffle HuntSmart TemplatesDoc AnalysisCompareAdmin
  • Welcome!
  • Getting Started
    • Quick Start Videos
    • System Requirements
    • Installation
    • Accessing the app
    • Enterprise deployment
    • Logins
    • Frequently Asked Questions
    • Encountering problems?
    • Help & Support Center
  • Quality Library
    • Searching Clauses
      • Overview
      • Searching by keywords
      • Browsing Folders
      • Filtering clauses
      • Inspecting clauses
    • Using Clauses
      • Inserting clauses
      • Configuration
    • Drafting Clauses
      • Creating clauses
      • Drafting the body of a clause
      • Smart placeholders
    • Custom styling
      • ClauseBuddy layout structure
      • Heading pane
      • Body text pane
      • Document title pane
      • Template detection pane
    • FAQ
      • How to create a new folder when you add a new clause?
      • How do I fill out a placeholder when adding a clause to a document?
      • How do I change a folder name?
      • How can I change the location of a clause in the library?
      • How do I delete a folder?
      • What’s the difference between green and purple clauses?
      • Why are not all attributes visible as filters?
      • When do I apply a status to my clause instead of an attribute?
      • How can I create my own attributes?
      • What is the difference between the Quality Library and the Truffle Hunt?
      • How can I avoid duplicating clauses when adding to the library?
  • Inspiration
    • Introduction
    • Truffle Hunt: clauses
    • Truffle Hunt: documents
    • Managing Truffle Hunt baskets
    • Process results with AI
    • Compliance
    • Samples Hunt
    • AutoSuggest
    • FAQ
      • Samples Hunt
        • From which database does Samples Hunt get its info?
      • Truffle Hunt
        • Can ClauseBuddy read and retrieve clauses from scanned documents?
        • How do I go to the document containing the found clause?
        • What is the difference between the strict and non-strict option when searching for clauses?
        • What's the best way to search for clauses in Truffle Hunt?
        • Is a clause modification in Truffle Hunt permanent?
        • Can you search multiple baskets at once?
        • Can you edit properties of documents in bulk such as doc title or year?
        • Can I store multiple clauses from Truffle Hunt in the Quality Library at once?
        • Is there a quick way to upload an open document to Truffle Hunt?
        • How can I update party names in a clause without manually overwriting?
        • What happens when I upload a duplicate clause or duplicate document to Truffle Hunt?
      • AutoSuggest
  • Generative AI
    • Introduction to GenAI
    • Write & Rewrite
    • Smart Merge
    • Doc Chat
    • Multi-document Table
    • Semantic Search
    • Compose Document
    • Custom LLMs
    • FAQ
      • Doc Chat
      • Compose Document
      • Write & Rewrite
        • Where does the AI get its inspiration?
        • Can I train the AI to match our company's spelling and style?
        • Can I save frequently used prompts to apply them faster?
        • How do I write good AI prompts?
      • Summarise
  • Document Analysis
    • Definitions
    • Proofreading
    • Reviewing: introduction
    • Reviewing: building rules
    • Running reviews
    • Checklists
    • Bracketeer
    • FAQ
      • Proofreading
        • Can I add my own custom checks to Proofreading?
      • Definitions
      • Document Reviewing
        • How come the Review document feature is not visible in my overview?
        • What do I name my review category?
        • What exactly do the questions do and what are they for?
        • Do requirements within a review category affect each other?
  • Operations
    • Text Compare
    • Bulk Compare
    • Bulk Operations
    • Deep Compare
  • FAQ
    • Text Compare
    • Bulk Compare
    • Bulk Operations
  • Smart Templates
    • Quick Tutorial: Smart Templates
    • Smart Templates in depth
      • Highlighting Word documents
      • Creating cards and questions
      • Conditions for cards & questions
      • Conditional text
      • Conditional rows, columns, sections & blocks
      • Template settings
      • Sharing templates
      • Tips when using Word
      • Comparison with Clause9
      • Integrations
      • Bulk create
      • Advanced drafting techniques
    • FAQ
      • Why is it that some users cannot see the ‘Templates’ feature?
      • Are Templates cross-platform?
      • Can I insert conditional images?
      • How do I update a template?
      • Why does the interactive preview sometimes fail to show numbering correctly?
      • How can I make a clause with multiple paragraphs conditional more efficiently?
      • How can I change the type of a question when creating a Smart Template?
  • Administration
    • Preferences
    • Managing folders
    • Managing attributes
    • Managing users
    • Linked Accounts
    • Managing access-bundles
    • Write & Rewrite
    • Export templates
    • External subscriptions
    • Access Matrix
    • Consult ClauseBuddy Usage Statistics
    • FAQ
      • I lost my login code!
      • Can I set-up a personal library for an individual user?
      • How do I delete a user?
      • Can I give someone else access to the admin account?
      • If I add a subscription, can this person see it and is my subscription also added to him?
      • I have access to ClauseBuddy, do I also have access to Clause9?
      • Is there 2 factor authentication for ClauseBuddy?
      • Can we choose which LLM is applied in ClauseBuddy?
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  • Involving your IT-admin
  • Deployment
  • Other resources:
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  1. Getting Started

Enterprise deployment

PreviousAccessing the appNextLogins

Last updated 3 months ago

Involving your IT-admin

Probably the most likely installation stumbling block for most users is that your firm/company has blocked you from installing add-ins in Microsoft Word or Outlook. In such case, you will notice that the "Get Add-ins" button is greyed out.

If this is the case, then you will need to either switch to the browser-version of ClauseBuddy (see above — the downside is that you will have copy/paste between Word/Outlook), or alternatively involve your organisation's IT-expert ("administrator"), who has the required superpowers to grant you installation rights for the add-in.

Be nice to this person, as he/she has a very good reason to block add-ins: the previous generation of add-ins had a very bad reputation of causing severe slowdowns and difficult-to-trace crashes. (We've all seen fast computers that take over a minute to load MS Word!)

If required, you can explain that . Unlike the old generation of add-ins (which install their tentacles into the brains, guts and nerves of Word), next-gen add-ins such as ClauseBuddy are . They consist of so-called "JavaScript code" (instead of 32/64 bit executable files), and are executed by MS Word's internal web browser. This is also the reason why ClauseBuddy works in Word for Windows, Word for Mac and even Word Online.

Even if your Microsoft Windows version of Word blocks the installation of addins, you may be able to install ClauseBuddy in the online version of Microsoft Word, without requiring the help of your IT administrator.

Deployment

Unlike traditional desktop-software or the old generation of COM/VSTO plugins, there is no "installer" file, such as an .MSI file.

Let's repeat this one more time, because almost every IT-admin will be surprised by this:

There is NO installer file, there is NO .MSI file and there is NO .EXE file that you can get from us.

As an IT-admin, you're now probably thinking that ClauseBuddy is being difficult or special here. But ClauseBuddy's deployment is in no way special: it acts like every other Office-plugin of the new generation. The only thing that's probably special, is that ClauseBase will be the first vendor of a new generation Office-plugin that you encounter.

Even though the "new" generation is almost a decade old (it was introduced in 2014), in practice, IT-admins are not frequently confronted with it, simply because the old-generation of COM/VSTO plugins are very difficult to convert to the new generation, due to a completely different approach. Most vendors that sell old-generation plugins will therefore deliberately stay silent about the difference between the old and the new generation, because they face such difficulties in rewriting their old plugins.

But it is a matter of time before the old style plugins will disappear. Already, the very newest version of Outlook for Windows no longer supports the old generation of plugins: see . You can expect that newer versions of Word & Excel will suffer the same fate.

The enterprise deployment of ClauseBuddy is in no way different than the deployment of any of the other new-style Microsoft Office plugins (often technically referred to as "Office.js" plugins, because it used the Microsoft Office.JS API for Javascript to communicate with the "host" applications such as Word and Outlook).

See Microsoft's resources:

Other resources:

  • Other vendors explaining how to install their Office.js plugin (essentially equivalent to ClauseBuddy):

Deployment through a

As a fallback (e.g., because for some internal reason the access to the Microsoft Store needs to be blocked) some companies and law firms use the technique of "sideloading" as a fallback.

You may also check out for community-based questions.

A somewhat older

, including a very nice and detailed

, detailed instructions

Deployment through the Office 365 admin center
Sharepoint app catalog
Learn more about this
Stackoverflow
video from Microsoft, explaining the deployment options
iManage Outlook plugin
CodeTwo Outlook add-in
video
Qlik.com Excel add-in
Verizon Outlook Add-in
Infor.com Excel Add-in
the new generation of add-ins does not suffer from this problem
forced by Microsoft to remain at the surface
Microsoft's presentation