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  • Welcome!
  • Getting started
    • What is Clause9?
    • Structuring your clause library
    • Structuring your clauses
    • Drafting modes in Clause9
    • Creating a questionnaire
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      • Concepts and datafields
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      • Examples of common clauses
      • Import clauses from MS Word
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  • Assemble document
    • Document toolbar
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    • How to: Assemble Document
      • Insert images
  • Assemble Document Operations Panel
    • Operations panel
    • File pane
    • Edit pane
    • Document pane
    • Binder pane in the operations panel
    • Search pane
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    • Data dashboard
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    • Styling pane
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  • Binders
    • Binders: general
    • Styling cross-references to subdocuments
    • Global and local definition lists
    • Document and binder properties
    • Styling of a Binder versus subdocuments
    • (Un)locking documents in a binder
    • Binders - FAQ
    • How to: binders
      • Make a subdocument in a binder conditional
  • Clauses
    • Introduction to clauses
    • Clause structure
    • Grammar sheet
    • Writing conditions
    • Examples of conditions
    • Using codes instead of text fragments
    • Bold, italic and underline
    • Special codes
    • Enabled?
    • Links
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    • Introduction to tables
    • Deviating table styling
    • Shrinking clauses
    • Action buttons
    • Enumerations
    • File position
    • Snippets
    • Parameters
    • Conjugations
    • Mixing data types
    • For-loops
    • Clause versioning
    • Abstract article references
    • Advanced multi-language features
    • Clauses - FAQ
    • How to: clauses
      • Create an ad-hoc clause
      • Create a library clause
      • Make a clause repeat
      • Make a paragraph within a clause conditional
      • Use a shortcut to refer to a concept
      • Insert a line break or page break
      • Creating a list with both predefined options and free input
      • Defining alternative clauses
      • Creating cross-references
      • Creating signature blocks
      • Creating advanced party introduction clauses
      • Automatically numbered annexes or schedules
      • Reuse any clause in a different context
      • Setting MS Word document properties
      • Add action buttons to clauses
      • Electronically signing documents
  • concepts
    • Introduction to concepts
    • Creating concepts
    • Concept labels
    • Links
    • Organising concepts
    • Concepts - FAQ
    • How to: concepts
      • Add predefines to a datafield
  • Datafields
    • Introduction to datafields
    • Types of datafields
    • Rules of thumb for using datafields
    • Data-expressions
    • Datafield aliases
    • Datafield labels
    • Datafield special tags
    • Datafield descriptions
    • Repeating list datafields
    • Datafield predefines
    • Datafields - FAQ
    • How to: datafields
      • Change datafield type
      • Change the datafield's name or alias
  • Definitions
    • Introduction to definitions
    • How to: definitions
      • How do definitions work?
      • Create a definition
  • Files
    • How files are organised
    • Browse files
    • File types
    • Custom styling
    • Legal comments
    • File description
    • Attributes
    • Reporting
    • File name
    • File category
    • Access rights
    • How to: files
      • Creating advanced folders
      • Naming your files
      • Shortcuts to folders or files
  • Q&A
    • About cards
    • Cards pane
    • About changes
    • Changes pane
    • Types of changes
    • Adding conditions
    • Question options
    • Copying & pasting answers
    • Comments, notes & documentation
    • Interactive Q&A inspection
    • Embedding questions into a document
    • “Changes” button
    • Batch create pane
    • Identifiers pane
    • Import pane
    • Edit clauses pane
    • Q&A options
    • Q&A - FAQ
    • How to: Q&A
      • Create predefined answers to a question
      • Add disclaimers
      • Create categories of questions
      • Modify the exported filename
      • Create a question to change the language of a document
      • Send a questionnaire to someone without a ClauseBase account
      • Create questions for repeating list datafields
      • Selecting legal entities & addresses
      • Create a questionnaire using "batch create"
      • Launch other Q&As
    • Leveraging ClauseBuddy Smart Templates in Clause9
  • Import
    • Introduction to importing clauses
    • Uploading clauses
    • Defined terms in Import mode
    • Datafields in Import mode
    • Cross-references in Import mode
    • Assigning folders
    • Conversion process
    • Exporting
    • Stashing intermediate results
    • Tips, tricks & limitations
  • Styling
    • Styling overview
    • Base styling
    • Numbering
    • Definitions styling
    • Enumerations styling
    • Locale styling
    • References styling
    • Page styling
    • Styling of a Binder versus subdocuments
    • Styling: tips and tricks
    • Advanced styling topics
    • Copying headers and footers from an MS Word file
    • How to: styling
      • Using custom fonts
      • Change bullet styling
  • Special functions
    • Introduction
    • Calculations
    • Concepts
    • Conditions
    • Conjugations
    • Content Control Elements
    • Datafields
    • Dates & durations
    • Languages
    • Lists
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    • Repeating (looping)
    • Special items
    • Text structure
    • Text modification
    • User
    • Q&A
  • Settings
    • Account
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  • Admin
    • General
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    • Usage page
    • Custom homepage
    • Global placeholders
    • Access rights
    • How to: admin
      • Adding a new user
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      • Managing group memberships
  • Miscellaneous
    • Advanced tips & tricks
    • Typing special symbols on your keyboard
    • Shortcuts
    • Grammar style guide
    • Inserting MS Word files
    • Globo-panel
    • Creating high-quality documents
    • Excel calculations and lookups
  • Integrations
    • Overview
    • Spreadbases
    • E-signing documents
    • Drag & drop integrations
  • For developers
    • Clause9 API
    • Custom functions
    • Example custom functions
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  1. Integrations

Overview

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Last updated 1 year ago

Integrations are a very advanced topic, only relevant for a small subset of users.

Clause9 features integrations with three types of external services:

  • electronic signature providers (e.g., )

  • services that provide input data for generating documents in Clause9 (e.g., service that lists the ZIP code of each city)

  • services to store generated MS Word or PDF documents (e.g., Microsoft Office 365)

Services can be configured using the integrations submenu in the upper right corner of the software. (As is the case with many other parts of the software, this menu may not be visible if you have insufficient rights).

Terminology

  • A specific service may be integrated in more than one different way; each is called a service instance. For example:

    • Microsoft Office 365 can be both a source of information for constructing documents (e.g., lists of entities in your company group) and a target for sending final MS Word / PDF documents to.

In the context of integrations, a service is a type of integration — typically (but not necessarily) operated by other companies. Examples of services operated by third parties are Microsoft Office 365, Salesforce or Dropbox. An example of a service operated by Clause9 itself, is the service for storing small databases within Clause9.

The same that lists all the entities in your company can be configured and integrated in several different ways: in one service instance showing just the entity name, in another service instance showing all types of administrative details together with the name.

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