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
  • 1. Going to the login page
  • In Microsoft Word for Windows
  • In Microsoft Word for Mac
  • In Microsoft Word Online
  • In a browser
  • In the traditional version of Microsoft Outlook for Windows
  • In the new Microsoft Outlook for Windows
  • In Microsoft Outlook for Mac
  • 2. Logging in
  • Logging in with a security code
  • Logging in with "Single Sign On" (SSO)
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  1. Getting Started

Accessing the app

PreviousInstallationNextEnterprise deployment

Last updated 20 days ago

1. Going to the login page

To navigate to ClauseBuddy's login page, you:

In Microsoft Word for Windows

Click on the ClauseBuddy icon within the Home section of the top bar ("ribbon").

In Microsoft Word for Mac

Similarly, click on the button in the Home section of the ribbon.

In Microsoft Word Online

If you want to use ClauseBuddy inside of Microsoft Word Online (i.e., Word running inside of a browser), then click on the "..." button of the Home pane of the ribbon and choose "ClauseBuddy".

In a browser

In the traditional version of Microsoft Outlook for Windows

Click on the "..." button inside of a new email

In the new Microsoft Outlook for Windows

Click on Apps when drafting a new email, and then select ClauseBuddy from the list.

In Microsoft Outlook for Mac

Click on the "..." icon inside of a new email window, and select ClauseBuddy from the list.

Tip: you may want to click on the Customise toolbar option inside of the "..." dropdown menu and drag ClauseBuddy to the toolbar, so that it is always visible there.


2. Logging in

Once navigated to ClauseBuddy — in Word for Windows, Outlook, browser, ...-- you need to effectively login if this is the first time you're using ClauseBuddy.

Logging in with a security code

If you're using ClauseBuddy in a small team without a big IT-department, then you probably received a "security code" from ClauseBase or from your team leader.

To effectively login with this security code, click on the top button "Sign in with a security code".

Next, enter the security code, or click on the bottom link to retrieve the security code with your email address.

Logging in with "Single Sign On" (SSO)

If you're using ClauseBuddy in a large organisation, then Single Sign On (SSO) was probably set up for you by your IT-department. In such a scenario, you don't get a security code; instead you login by passing through the security procedures of your own company.

To do so, click on the green button at the bottom:

Next, enter your email address and click on the blue "Request login" button.

You will then be forwarded to the login procedure of your own organisation, which will be shown in a popup-window if all goes well. This looks and behaves differently for every organisation (e.g., some organisations require the use of a token, some a fingerprint reader), but in the end you should arrive in the ClauseBuddy homepage:

Go to

https://app.clausebuddy.com