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User Guide
- Getting Started
- Navigate the Dashboard
- Templates
- Manage Documents
- Edit Documents
- Collaborate on Documents
- Categories
- Metadata
- Document Settings
- Data Connections
- Tags
- Review a Document
- Suggestions
- Approvals and Approvers
- Document Workflow and Releasing
- Automations
- Modifications
- Snippets
- Export (Download/Print) Documents
- Reports
- Users
- Platform Configuration
- Manage Your User Settings
- Dictionaries
- Tasks
- Publish Documents and Manage Attestations
- Portal Collections
- Read Published Documents
- API
- Browser Versions
- Additional Products
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Tutorials (How-to-videos)
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Release Notes
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FAQs
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News and Insights
System Administrator Role
Contents
- Overview
Overview
System administration is the highest system permission level in Clausematch.
System administrators can:
- create, edit and manage templates.
- create, edit and manage documents.
- clone documents and templates.
- upload documents and templates.
- create, edit and manage metadata and screens.
- create, edit and manage users and user groups.
- view all documents and templates in the system and manage permissions.
- create, edit and manage categories.
- run and view reports.
- create, edit and manage tags.
- create, edit and manage dictionaries.
- create, edit and manage snippets.
- create, edit and manage modifications.
- create, edit and manage automations and review their audit logs.