help.corlytics.com Open in urlscan Pro
199.60.103.29  Public Scan

Form analysis
2 forms found in the DOM

/knowledge/kb-search-results

<form action="/knowledge/kb-search-results" data-hs-cf-bound="true">
  <input type="text" class="kb-mobile-search__input kb-search__input" name="term" autocomplete="off" placeholder="Search for answers">
  <input type="hidden" name="ref" value="">
</form>

/knowledge/kb-search-results

<form action="/knowledge/kb-search-results" data-hs-cf-bound="true">
  <input type="text" class="kb-search__input" name="term" autocomplete="off" placeholder="Search for answers" required="">
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Text Content

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Help Center
   English
   
    * Italiano

 * corlytics.com
 * Log a Ticket
 * Go to Customer Portal

 * Italiano


User Guide
 * User Guide
   * Getting Started
   * Navigate the Dashboard
   * Templates
   * Manage Documents
   * Edit Documents
   * Collaborate on Documents
   * Categories
   * Metadata
   * Document Settings
   * Data Connections
   * Tags
   * Review a Document
   * Suggestions
   * Approvals and Approvers
   * Document Workflow and Releasing
   * Automations
   * Modifications
   * Snippets
   * Export (Download/Print) Documents
   * Reports
   * Users
   * Platform Configuration
   * Manage Your User Settings
   * Dictionaries
   * Tasks
   * Publish Documents and Manage Attestations
   * Portal Collections
   * Read Published Documents
   * API
   * Browser Versions
   * Additional Products
 * Tutorials (How-to-videos)
   * Mastering Clausematch
 * Release Notes
   * Release Notes
 * FAQs
   * Communicate with Support
 * News and Insights



Back to home
 1. Help Center
    
 2. User Guide

 * User Guide
   
   * Getting Started
   * Navigate the Dashboard
   * Templates
   * Manage Documents
   * Edit Documents
   * Collaborate on Documents
   * Categories
   * Metadata
   * Document Settings
   * Data Connections
   * Tags
   * Review a Document
   * Suggestions
   * Approvals and Approvers
   * Document Workflow and Releasing
   * Automations
   * Modifications
   * Snippets
   * Export (Download/Print) Documents
   * Reports
   * Users
   * Platform Configuration
   * Manage Your User Settings
   * Dictionaries
   * Tasks
   * Publish Documents and Manage Attestations
   * Portal Collections
   * Read Published Documents
   * API
   * Browser Versions
   * Additional Products
 * Tutorials (How-to-videos)
   
   * Mastering Clausematch
 * Release Notes
   
   * Release Notes
 * FAQs
   
   * Communicate with Support
 * News and Insights


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?

 * 
 * 

 * corlytics.com
 * Log a Ticket
 * Go to Customer Portal