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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  1. Getting Started

System Requirements

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Last updated 1 month ago

System requirements

All you need is a recent version of Microsoft Word for Windows or Mac, or Microsoft Word Online in a browser.

  • Office 365 is ideal because most versions use moden web browsing technology, and are continually upgraded.

  • Some separately purchased versions of Office (i.e., non-Office 365 versions such as Word 2016) may also be fine, as long as they use "WebView2" (Chromium-based) browsing technology for the add-ins, instead of the ancient Internet Explorer or the old Microsoft Edge. It may be possible to . Please check to make sure you have the right combination of Windows and Word. You may also want to check for detailed information about specific version numbers.

  • Even when WebView2 is installed, you should be careful with Word 2016, because it is missing certain features. ClauseBuddy may work on this version of Word, but some advanced features (mostly related to layout and metadata) will be disabled.

  • Also note that as of October 2023, MS Word 2019 has been out of support on Mac. As a result, ClauseBuddy will not work properly. You may also encounter compatibility and security issues, especially when updating to a newer macOS. We recommend upgrading to a supported version of Word for the best experience. More information via:

Background: The new generation of add-ins for Word and Outlook relies on modern internet technology. Those versions of Word that still use the ancient Internet Explorer browser (or the outdated version of the Microsoft Edge browser) cannot be used for ClauseBuddy.

Not only are those browsers missing important web technologies, but they are also very insecure and extremely slow. For those reasons, Microsoft has phased out the use of this browser for many years already — and even . Unfortunately, for Word/Outlook add-ins, Microsoft will not upgrade old versions of Word to make use of the new technology.

Blank screen

If you get a blank ClauseBuddy screen in Word, then you unfortunately have an unsupported combination of Windows and/or Word.

  • Try to install . Often, this immediately resolves the problem.

  • Upgrade your version of Microsoft Office. As pointed out above, Office 365 works best.

  • It very infrequently happens that your corporate security layers (e.g., malware scanners) block items. Check with your IT department.

  • Use ClauseBuddy in a browser. Except with ancient browsers like Internet Explorer — which you should not use for many other reasons — this will always work.

separately install WebView2
Microsoft's overview table
Microsoft's website
https://support.microsoft.com/en-gb/office/end-of-support-for-office-2019-for-mac-f2cbba0a-0773-4b2c-b417-b20b5bb2c757
strongly warns users to not use it anymore
WebView2 from the Microsoft site