User Guide
Discover everything you need to know about the Clausematch platform.
Getting Started
Navigate the Dashboard
- Search Policy Management Documents
- Export Document Table View
- Manage your Policy Management Collections
- Search in Policy Management Documents of Specific Types
Templates
- Overview: Templates
- Create or Upload a Template
- Add Stages to a Template
- Select Document Layout
- Lock or Unlock a Paragraph
- Search your Templates
- Enforce Text Styles
- Release a Template
- Create or Upload Document from a Template
- (De)Attach a Document to or from a Template
- Clone (Copy) a Template
- Archive (Delete) a Template
- Restore Archived (Deleted) Template
- Edit Released Template
- Enforce Template
Manage Documents
- Overview: Manage Documents
- Work with Uploaded Documents
- Create or Upload a Document
- Search and View Policy Management Documents with Global Search
- Add or Remove a Document as a Favourite
- Create a Document Copy
- Archive (Delete) a Document
- Restore Archived (Deleted) Document
- Permanently Delete Documents from the Platform
Edit Documents
- Overview: Edit Documents
- Create Paragraphs or Child Paragraphs
- Paste a Single Paragraph
- Paste Multiple Paragraphs
- Grant Clipboard Access to Clausematch
- Insert or Delete Metadata Table
- Insert, Edit and Delete Links
- Apply Text Formatting
- Set and Change Numbering Formatting
- Configure Custom Numbering
- Add and Format a Heading
- Configure a Document's Heading Styles
- Configure Font for Normal and Heading text styles
- Copy Title Page, Header and Footer Content from Attached Template
- Move a Paragraph to a different Position and/or Level
- Delete 1 or Multiple Paragraphs
- Editing Locked Paragraphs
- Add and Edit a Header and Footer
- Insert a Table or Image
- Edit Tables
- View Keyboard Shortcuts
- Create Bullets and Sub-bullets
- Add, Edit and Delete a Footnote
- Add, Edit and Delete a Title Page
- Create, Insert and Edit Smart Field
- Split Pages (Add a Page Break)
- Work with Table of Contents
- Search Inside a Document
- Add Tags
- Check Spelling
- Find and Replace
- Upload, Download and Delete File Attachments (Related Files & Documents)
- Add and Manage Non-Conforming Documents
Collaborate on Documents
Categories
- Overview: Categories
- Add, Edit and Delete Categories
- Add/Link a Document to a Category
- Remove a Document from a Category
Metadata
Document Settings
Data Connections
- Overview: Data Connections
- Create Data Connections
- Manage Data Connections
- View Tagged Connections
- Navigate Compliance Dashboard
Tags
- Overview: Tags
- Create or Delete Tag Groups
- Create, Edit, Move and Delete Tags
- Add or Delete Tags from Documents and Paragraphs
- Filter Paragraphs by Tags
- Add or Delete Tags on Data Connections
- View Added Tags Across Policy Management
Review a Document
- Overview: Review a Document
- View Document Activity Timeline
- View Paragraph Activity Timeline
- Add, View and Resolve Comments
- View and Compare Versions on Policy Management
Suggestions
Approvals and Approvers
- Overview: Approvals
- Add an Approver
- Approve or Reject a Document or Paragraph
- View Approvals
- Remove an Approver
Document Workflow and Releasing
- Overview: Stages
- Move a Document to a Different Stage
- View and Resolve Pending Stage Actions
- Edit Document Stages
- Release a Document
- Draft a New Version
- Make Non-Material Changes
Automations
- Overview: Automations
- Recipes: Automations
- Configure Automations
- Manage Automations
- Review Audit Logs
Modifications
- Overview: Modifications
- Create a Modification
- Edit a Modification
- Review Edits from Original Document
- View Information of Document's Modifications
Snippets
Export (Download/Print) Documents
- Overview: Export Documents
- Export Document to DOCX or PDF
- Export Audit Report
- Export Document to XLSX
- Export Links in Document Content
Reports
- Overview: Reports
- Export Active Documents Report
- Export Archived Documents Report
- Export User Roles Report
- Configure and Export a Custom Report
- View and Download Policy Management Charts
Users
- Overview: Users
- Create a New User
- Manage Users
- Create, Rename or Delete a User Group
- Add or Remove Users from a User Group
- System Administrator Role
- Monitor Users' Actions
Platform Configuration
- Configure Notifications, Connections, Tags & Document Types for your Users
- Configure Document Page and Tasks for your Users
- Configure Policy Portal for your Users
Manage Document Types
Manage Your User Settings
Dictionaries
Tasks
- Overview: Tasks
- Manage Tasks
- Collaborate on a Task
- Report on Tasks
- Configure your Task Email Notifications
Publish Documents and Manage Attestations
- Publish a Document
- Address Employees' Questions and Feedback
- Manage Attestations
- Manage Access to Published Documents
- Configure Policy Portal Dashboard
- View Portal Document Activity
- View Policy Portal Charts
Portal Collections
- Organize your Documents into a Portal Collection
- Share your Portal Collection
- Subscribe for Changes in your Portal Collection
- Manage your Portal Collections
Attest to Documents
- Your Home Page
- Search Published Documents
- View & Compare previously Published Versions
- Attest to Documents
- Search and View Related Original Document or Modifications