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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On this page
  • Installing in MS Word
  • Installing in MS Word for Mac
  • Installing in MS Outlook (versions before 2024)
  • Microsoft Outlook (newest version for Windows)
  • Getting a blank screen?
  • Using in a browser
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  1. Getting Started

Installation

PreviousSystem RequirementsNextAccessing the app

Last updated 3 months ago

Installing in MS Word

Installing ClauseBuddy is usually very easy in any recent version of Microsoft Word, on Windows or macOS. Assuming your IT department has not disabled this possibility (in which case you should look at our ), simply go the Insert tab in your toolbar, and click on Get add-in.

Note that on smaller screens, this button may got folded into another button:

Similarly, on older versions of Word, it may be called Add-ins, located in the Home tab of the toolbar.

In the dialog box that appears, search for ClauseBuddy and click on the Add button.

After installation, you will see an icon for ClauseBuddy at the right side in your Home tab.

Installing in MS Word for Mac

The procedure is roughly the same as for Windows, but the button is different:

Installing in MS Outlook (versions before 2024)

The installation is very similar to Microsoft Word: click on the Get Add-Ins button in your toolbar.

In the dialog box that appears, search for ClauseBuddy for Outlook, and click on Add.

ClauseBuddy will then be available by clicking on the button in your "Messages" toolbar when you draft a new email:

Microsoft Outlook (newest version for Windows)

In the new version of Microsoft Outlook for Windows, the "Apps" button is located in a different part of the Ribbon at the top.

Next, you search for "ClauseBuddy" in the store, and click on ClauseBuddy when you see it:

Getting a blank screen?

Using in a browser

The advantage is that you do not need to install anything, but the downside is of course that there is no tight integration with Word or Outlook. This means that you will have to copy / paste everything from & to Word or Outlook, and that some features will simply not be available (e.g., comparing a clause you found with some clause you selected in MS Word, or enforcing your house style).

If the ClauseBuddy panel is shown with a blank screen, then this means that you have an unsupported combination of Windows and/or Microsoft Office. Check our article on the .

You can even use ClauseBuddy when you do not have Microsoft Word or Outlook available (or you do not have the right to install it, e.g. because your IT-department disabled this possibility). When you use any modern browser — Chrome, Safari, Firefox, the new Microsoft Edge, Vivaldi, Brave, etc. — you can simply go to

system requirements
https://app.clausebuddy.com.
Enterprise deployment page