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User Guide

Discover everything you need to know about the Clausematch platform.

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 Document Types

Manage Your User Settings

Dictionaries

Tasks

Publish Documents and Manage Attestations

Portal Collections

Attest to Documents

API

Browser Versions

Additional Products