Overview: Document Settings

Each document and template in Clausematch has a settings window where document information can be viewed and edited.

Below is the list of document information:

• General:
  • Document Title
  • Document Version (Policy Management)
  • Spellcheck language(s)
  • Related document:
    • Template or
    • Original document
• Permissions
• Layouts (only available for templates or documents created/uploaded without templates)
• Metadata
• Notifications
• Stages
• Related Documents
• Categories

Once a document is created, document settings can still be edited up until the document is released.