Create or Upload Document from a Template

Contents

• Overview
• Pre-conditions
• Steps
• Notes

Overview

Find more information on how to create or upload document from a template in Clausematch.

Pre-conditions

• System Level Permission: 'Edit Documents', 'Create Documents', 'System Administration'.
• Document Level Permission: 'Owner', 'Editor'.

Steps

Create Document from a Template:

1. Click +New button in the top-right corner of the dashboard.

2. Select Create from scratch.

3. Select From Template to use a template*.

4. Select the template to create a document from.

5. Enter the Document title.

6. Enter the document version number.

7. Select document language* (English(UK) is set by default).

8. Click Create.

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 Document from a Template:

1. Click +New button in the top-right corner of the dashboard.

2. Select Upload DOCX.

3. Select Assign Template to use a template*.

4. Select the template to upload a document from.

5. Select a file to upload*.

6. Enter the Document title.

7. Enter the document version number.

8. Select document language* (English(UK) is set by default).

9. Click Create.

10. Fill out the metadata fields providing information associated with the document*.
11. Click Continue.
12. Click on a stage name and select the due date to set the stage deadlines*.
13. (Optional): Tick the box for the Mandatory stage field if the stage cannot be skipped. Search and add a user or user group.
14. Click Continue.
15. Select one or more category to link a document to and tick the box next to the category's name.
16. Click Complete.

Notes