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User Guide

Manage Documents

User Guide

Discover everything you need to know about the Clausematch platform.

Getting Started

What's Clausematch?

Navigate the Dashboard

Search Policy Management Documents

Export Document Table View

Manage your Policy Management Collections

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

See more

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

See more

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

Delete a Paragraph

Editing Locked Paragraphs

Add and Edit a Header and Footer

Insert a Table or Image

Edit Tables

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

See more

Collaborate on Documents

Overview: Collaborate on Documents

Manage Access to Policy Management Documents

Document Roles

Categories

Overview: Categories

Add, Edit and Delete Categories

Add/Link a Document to a Category

Remove a Document from a Category

Metadata

Overview: Metadata

Manage Metadata fields

Manage Screens

Edit Document Metadata

Document Settings

Overview: Document Settings

Access Document Settings

Change Document Name and Version

Data Connections

Overview: Data Connections

Create Data Connections

Manage Data Connections

View Tagged Connections

Navigate Compliance Dashboard

See more

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

See more

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

See more

Suggestions

Overview: Suggestions

Add, Edit or Remove Suggestions

Review and Accept or Reject Suggestions

Approvals and Approvers

Overview: Approvals

Add an Approver

Approve or Reject a Document or Paragraph

View Approvals

Remove an Approver

See more

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

See more

Automations

Overview: Automations

Recipes: Automations

Configure Automations

Manage Automations

Review Audit Logs

See more

Modifications

Overview: Modifications

Create a Modification

Edit a Modification

Review Edits from Original Document

View Information of Document's Modifications

See more

Snippets

Overview: Snippets

Create a Snippet

Edit a Snippet

Insert a Snippet

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

See more

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

See more

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

See more

Platform Configuration

Configure Notifications, Connections & Tags for your Users

Configure Document Page and Tasks for your Users

Configure Policy Portal for your Users

Manage Your User Settings

Overview: Manage Your User Settings

Change Your Password

Manage Email Notification Settings

Dictionaries

Overview: Dictionaries

Add, Edit and Remove Words from Dictionaries

Available Languages

Tasks

Overview: Tasks

Manage Tasks

Collaborate on a Task

Report on Tasks

Configure your Task Email Notifications

See more

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

See more

Portal Collections

Organize your Documents into a Portal Collection

Share your Portal Collection

Subscribe for Changes in your Portal Collection

Manage your Portal Collections

Read Published Documents

Your Home Page

Search Published Documents

View & Compare previously Published Versions

Attest to Documents

Search and View Related Original Document or Modifications

See more

API

Overview: API

Browser Versions

Supported Browser Versions

Additional Products

List of Additional Products of Clausematch

Where to Go for Any Add-on Products or Services?