LogoLogo
ClausesDatafieldsSpecial FunctionsStylingQ&AAPI
  • Welcome!
  • Getting started
    • What is Clause9?
    • Structuring your clause library
    • Structuring your clauses
    • Drafting modes in Clause9
    • Creating a questionnaire
    • Sample clauses
    • Videos
      • Concepts and datafields
      • Conditions
      • Q&As
      • Binders
      • Styling
      • Enumerations
      • Tables
      • Definitions
      • Snippets
      • Cross-references
      • Special functions
      • Examples of common clauses
      • Import clauses from MS Word
      • Grammatical conjugations
      • Action buttons
      • Alternative clauses
  • Assemble document
    • Document toolbar
    • Clause hierarchies
    • Focus Mode
    • Bulk generation of documents
    • Exporting documents
    • Assemble Document - FAQ
    • 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
    • Browse pane
    • Terms pane
    • Data dashboard
    • Advanced pane
    • Styling pane
    • Miscellaneous pane
    • Visibility settings & actions menu
  • 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
    • Cross-references
    • 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
    • Numbers
    • References
    • Repeating (looping)
    • Special items
    • Text structure
    • Text modification
    • User
    • Q&A
  • Settings
    • Account
    • Preferences
    • Access bundles
    • Favourites
    • Saved searches
    • Saved datafields
    • Styles
    • Default styles
  • Admin
    • General
    • Users
    • User rights
    • Profiles
    • Groups
    • Styles
    • Default styles
    • Attribute models
    • Usage page
    • Custom homepage
    • Global placeholders
    • Access rights
    • How to: admin
      • Adding a new user
      • Disabling a user
      • 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
Powered by GitBook
On this page
  • Introduction
  • Legal entities database
  • Google Maps addresses database
  • Difference between the legal entities & addresses databases
  • General setup
  • Available special connection tags
  • Available special reception tags for the legal entities database
  • Special note for the country tags
  • Where to insert the special tags
Export as PDF
  1. Q&A
  2. How to: Q&A

Selecting legal entities & addresses

PreviousCreate questions for repeating list datafieldsNextCreate a questionnaire using "batch create"

Last updated 1 year ago

If you have an Enterprise or Office account, you can allow your users to select a legal entity from a database of legal entities and/or to select an address from the Google Maps database.

Introduction

Legal entities database

Clause9 provides access to the contents of most national entity registries in the world. End-users can simply choose a country, insert a company number or (part of a) name, and then get an overview of the administrative details of all the matching entities. When users select an entity, these details are copied to the answers of the Q&A.

Google Maps addresses database

Separately from the legal entities database, Clause9 also integrates with Google Maps to allow users to search for a specific address. Once an address is selected, it will be copied to the answers.

Difference between the legal entities & addresses databases

The legal entities and addresses databases partially overlap, but have different features and use cases:

  • The legal entities database is, evidently, limited to legal entities. The addresses database also contains addresses of consumers and companies that have no formally registered entity.

  • Unlike the legal entities database, the addresses database contains no information about a legal entity’s type, registered company number, VAT number or legal purpose.

  • Unlike the legal entities database, the addresses database is available in different languages. This will cause multilingual information to be translated — for example, the name of the country or (in some cities) the name of a street.

For most legal documents, it will be clear which of the two should be preferred. For example, if you require a VAT number or company number, then the legal entities database should be used. Conversely, in consumer contracts and real estate documents (which focus on location instead of entity), you will want to use the addresses database.

No worries if you cannot choose — it is possible to combine both databases in the same Q&A, or even in the same question.

General setup

Both databases are used in roughly the same way within Clause9:

  • You insert a special connection tag in either a question (or a datafield connected to it). A special icon will then be shown to the right of this question, inviting the user to search in the relevant database.

  • You insert a special reception tag in each question (or a datafield connected to it) that needs to receive information point from the database — e.g., the street name or the VAT number.

The question with the connection tag needs to be in the same card as the question with the reception tags. (This allows you to have have multiple cards that each contain a connection to the entities or addresses database, each distributing the retrieved information over the other questions in the card.)

Available special connection tags

Clause9 currently recognises four different special connection tags:

  • For the legal entities database:

    • entity-name, for the name of the legal entity

    • entity-number, for the registered entity/company number

  • For the addresses database:

    • location-lookup-address that allows end-users to search for an address, whether or not some company or legal entity is established at that address

    • location-lookup-establishment that allows end-users to search on the name of an establishment (company, legal entity, association, shop, etc.) with some associated address

For the addresses database, please note the following features:

  • Unlike the special connection tags for legal entities, the location-lookup-address and location-lookup-establishment tags do not also simultaneously act as special reception tags. Accordingly, you will probably want to complement the datafield/question with a separate special reception tag.

    In other words: if you insert entity-name then the question will not be accompanied at the right by the icon for the legal entities database, but it will also act as a recipient for the name of the legal entity that gets chosen by the end-user. Conversely, if you insert a location-lookup-address into a datafield/question, then such question will get an icon at the right for the addresses database, but this question will not receive the address that gets selected by the end-user. If you want the question to receive the selected address, then you will need to insert the location-address special reception tag.

    The underlying reason for this different behaviour is that the use of the addresses database must be much more flexible.

Available special reception tags for the legal entities database

  • For the legal entities database:

    • entity-name, for the entity’s name (note that this special tag also acts as a special connection tag — see above)

    • entity-number, for the entity’s company number or otherwise registered number (note that this special tag also acts as a special connection tag — see above)

    • entity-country, for the full name of the entity’s country

    • entity-country-code, for the two-letter abbreviation code of the country

    • entity-type, for the full text version of the entity’s legal type (e.g., Société Anonyme or Private Limited Company)

    • entity-type-code, for the abbreviated version of the entity’s legal type (e.g., GmbH, SA, Inc.)

    • entity-street-nr-zip-city, for the combination of an entity’s street / nr / zip / city

    • entity-street-nr, for an entity’s number in the street

    • entity-city

    • entity-zip

    • entity-street

  • For the addresses database:

    • location-name, for the name of the establishment (will only function if the addresses database is being searched on establishment, i.e. will not work if searched on per address)

    • location-address, for the full address (street / number / zip / city / country)

    • location-street-nr, for the number in the street

    • location-street, for the street itself

    • location-zip

    • location-city

    • location-street-nr-zip-city, for a combination of the street / nr / zip / city

    • location-country, for the full name of the country

    • location-country-code, for the two-letter abbreviation code of the country

Special note for the country tags

Where to insert the special tags

The first place where the special tags can be inserted, is in the special tags part of the datafields section of a concept, which you can access in Browse files mode or in Assemble document mode:

In both cases, you insert the tag by either typing it, or selecting it from the dropdown-list.

If the tag-boxes or the “…” menu is not visible, then your administrator probably did not enable the “edit integrations” functionality for you. Ask him/her to enable this right.

The two special connection tags for databases can optionally be extended with up to five different two-letter , in order to limit the end-user’s search range to those countries. For example, location-lookup-address|nl|fr will limit the search to the Netherlands and France, while location-lookup-address|uk would limit the search to the United Kingdom.

As per the and recommendation to , you probably want to use two-letter lowercase codes for countries. So you should prefer to use entity-country-code and location-country-code instead of entity-country and location-country.

The second place is in Q&A mode, more specifically, in the integration section of a question’s options (you first have to click on the button).

country abbreviations
Grammar style guide
use codes instead of text fragments