Create or Upload a Document

Contents

• Overview
• Pre-conditions
• Steps
• Supplementary Information
• Notes

Overview

There are two ways to add a document in Clausematch:

• Creating from scratch;
• Uploading the file.

Both methods have the following settings to be set during their processes:

• Metadata fields;
• Stages;
• Category linking.

Pre-conditions

• System Level Permission: 'Create Documents', 'System Administration'

Steps

Create from Scratch Method:

1. Click on the blue + New button in the top-right corner of the dashboard.
2. Select Create from scratch*.
3. Select From Template*.
4. Select the template to create a document from.
5. Enter document title.
6. Enter version number.
7. Select document language* (English (UK) is set by default).
8. Click Create and wait for the document to load.
9. Fill out the metadata fields providing information associated with the document*.
10. Click Continue.
11. Click on a stage name and select the due date to set the stage deadlines*.
12. (Optional): Tick the box for the Mandatory stage field if the stage cannot be skipped. Search and add a user or user group.
13. Click Continue.
14. Select one or more category to link a document to and tick the box next to the category's name.
15. Click Complete.

Upload a File Method:

1. Click on the blue + New button in the top-right corner of the dashboard.
2. Select Upload DOCX*.
3. Select Assign Template.
4. Select the template.
5. Select a file to upload*.
6. Enter the version number.
7. Select the document language* (English (UK) is set by default).
8. Click Create and wait for the document to load.
9. Click on the Incomplete category on the left hand side.
10. Click on the document.
11. Fill out the metadata fields providing information associated with the document*.
12. Click Continue.
13. Click on a stage name and select the due date to set the stage deadlines*.
14. (Optional): Tick the box for the Mandatory stage field if the stage cannot be skipped. Search and add a user or user group.
15. Click Continue.
16. Select one or more category to link a document to and tick the box next to the category's name.
17. Click Complete.

Supplementary Information

Create from Scratch Method

In most cases, documents must be created from a template pre-defined by the organization. Select From Template to use a template. Regular users will be directed to this option by default.

In some cases, when the template must not be used for creation of a new document, select As Document or As Snippet option.

If As Document option was chosen, select metadata collection to be associated with the document.

Upload a File Method

In most cases, documents must be created from a template pre-defined by the organization. Select Assign Template to associate uploaded document with a template. Regular users will be directed to this option by default.

In some cases, when the template must not be used for creation of a new document, select As Document or As Snippet option.

If As Document option was chosen, select metadata collection to be associated with the document.

Notes