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Submitted URL: https://ew1-tr.corlytics.com/CL0/https:%2F%2Fhelp.corlytics.com%2Fknowledge%2Fuser-guide%23review-a-document/1/0102019267b8f4...
Effective URL: https://help.corlytics.com/knowledge/user-guide
Submission: On October 07 via api from US — Scanned from DE
Effective URL: https://help.corlytics.com/knowledge/user-guide
Submission: On October 07 via api from US — Scanned from DE
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Text Content
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