ClauseBuddy
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  • 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
  • Choosing relevant sources
  • Triggering a search action
  • How does ClauseBuddy search?
  • Navigating through your search results
  • Inspecting & inserting a search result
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  1. Inspiration

AutoSuggest

PreviousSamples HuntNextFAQ

Last updated 3 months ago

The AutoSuggest feature allows you to search for interesting clauses while typing or browsing through your Word-document. This feature has two typical use cases:

  • Allowing you to very quickly search clauses while you are typing new paragraphs. For example, if you are drafting a new paragraph and type in "indemnification duty", and then pause typing for a second, the software will immediately search for clauses that match those words.

  • Quickly finding alternative clauses, i.e. clauses that are similar (but not identical) than the text you have selected. By simply putting your cursor within a paragraph (or selecting multiple paragraphs at once), the software will be instructed to find clauses with similar content.

In both cases, you can then insert a found clause with just two mouse clicks.

The user interface is deliberately simple, with only a few settings to control.

Choosing relevant sources

In the top bar, you can choose the sources in which the software must search for relevant content:

At the left side, you can choose which "search folders" within your Quality Library should be included. By default, all the search folders you have access to will be included, but you can simply uncheck the ones that are not relevant for you.

At the right side, you can choose which Truffle "basket" should be targeted.

You can currently select only one Truffle basket at a time. This should usually be exactly what you want — you don't want thousands of mixed results: you want the most relevant ones — but we may extend this in the future.

Both types of sources have their advantages and disadvantages:

  • The volume of suggestions within your Quality Library will likely be smaller, so this may result in less matches. At the same time, the quality of the contents will be higher.

  • Clauses in the Quality Library may included tags, ratings, comments, descriptions, descriptive titles, etc. that will help you assess the relevant material.

Note that if your administrator disabled access to a source, it will not show up on your screen.

Triggering a search action

You can request ClauseBuddy to search for relevant clauses in three different ways:

  • By simply typing in contents (presumably in an empty paragraph). As soon as you have typed a few letters and pause for a moment, the software will start searching for a match and show it to you. Each time you change your text, it will search again.

  • By browsing through a Word-document. Simply positioning your mouse in a paragraph will cause the software to start searching for a matching.

  • By selecting text across paragraphs in your Word-document. If you select multiple paragraphs at once, ClauseBuddy will take the contents of all those paragraphs into consideration when searching. Note that you do not need to select all text of the paragraph — just a part of a paragraph is also enough.

How does ClauseBuddy search?

Depending on what you select, ClauseBuddy will perform a different type of search:

  • If a small number of characters is selected, then ClauseBuddy will primarily search in the title of the available clauses, trying to match your selection literally. For example, if you type in "Confidentiality", then ClauseBuddy will first try to find clauses with that exact title.

  • Otherwise, ClauseBuddy will perform a semantic search between the selected text and the contents of the clause. In a semantic search, software will take into account the meaning of text during search, so that it will not only find clauses that literally contain the specified keywords, but also clauses that contain related terms — e.g. if you search for "intellectual property", you may also find clauses that mention "copyright" or "patents". This can be particularly helpful when searching for alternative clauses.

Navigating through your search results

Due to space limitations, ClauseBuddy only shows a maximum of four different results — equally divided between the quality library (purple) and the truffle baskets (green) when enough material is available.

You can click on the Previous result and Next result buttons to retrieve additional clauses. At some point, when either source is exhausted but more search results are available in the other source, the software may only show results from one source (so one colour only).

Inspecting & inserting a search result

When you see an interesting clause, you can click on it to "pin" it:

When a clause is pinned:

  • it will remain on the screen, and will not be replaced by other search results when you navigate to some other paragraph, or change the content of your existing paragraph

  • it will show a big "+" button, that allows you to insert the contents of the clause into your Word-document. When you hover over the "+" button, you can change the appearance of the clause-to-be-inserted (e.g., whether numbering and subtitles should be inserted) and change the styling settings.

Tip: you can also filter your clauses with the deep intelligence of GenAI, by clicking on the Optimize search results button . This takes a few seconds to process, but thanks to the intelligence that's applied, it may well be worth the waiting... See our about this feature.

ClauseBuddy is layout-aware, meaning that your clauses will usually automatically get the layout of the document they're inserted in. However, there is an , such as your own house style, for those scenarios where the automatic styling is not what you want.

(advanced) possibility to add custom layouts
separate discussion