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 Document Type.
   1. This is only available if enabled by your system administrators.

5. Select the template to create a document from.

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.

Upload Document from a Template:

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 Document Type.
   1. This is only available if enabled by your system administrators.
5. Select the template.
6. Select a file to upload*.
7. Enter the version number.
8. Select the document language* (English (UK) is set by default).
9. Click Create and wait for the document to load.
10. Click on the Incomplete collection on the left hand side.
11. Click on the document.
12. Fill out the metadata fields providing information associated with the document*.
13. Click Continue.
14. Click on a stage name and select the due date to set the stage deadlines*.
15. (Optional): Tick the box for the Mandatory stage field if the stage cannot be skipped. Search and add a user or user group.
16. Click Continue.
17. Select one or more category to link a document to and tick the box next to the category's name.
18. Click Complete.

Notes