User Guide
Discover everything you need to know about the Clausematch platform.
Getting Started
Navigate the Dashboard
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