25 August 2024

Custom bullet numbering in Clause9

New feature It is now possible to add custom bullet numbering to one or more clauses.

While it was always possible to configure which bullets to use at each level, this custom numbering always applied across the entire document. This helps to achieve consistency for legal documents (one of the pain points of legal document in day-to-day life), but some users insisted that custom bullets were nevertheless sometimes required — e.g., in introductory paragraphs such as contract recitals.

See the extensive documentation at https://help.clause9.com/styling/numbering#custom-bullet-styling

Integration with Excel files in Clause9

New feature It is now possible to offload calculations in legal documents to an Excel-file.

While Clause9 has an extensive range of special functions, among which 30+ for calculations, there will always be situations where more advanced power is necessary. This is now possible by uploading an Excel-sheet to Clause9, in which certain cells can then be changed on-the-fly. Clause9 can then obtain the result of the calculation.

Another example where Excel can truly help, is for advanced lookup-tables. While Clause9 has always featured the possibility to insert basic spreadsheets for lookups in a Q&A, it is now also possible to add similar features to an actual clause.

See the extensive documentation at https://help.clause9.com/misc/excel-based-calculations-and-lookups

Directly download Truffle DOCX file

New feature It is now possible to download an uploaded (or PDF-converted) DOCX-file directly from within the "Manage" tab...

... or instead immediately after the upload was successfully processed:

Replace Truffle document and/or clauses

New feature Users can now replace a previously uploaded Truffle document, while keeping the metadata. The primary use case is to keep documents in sync that are also stored outside ClauseBuddy.

Better PDF uploads

Change The ClauseBase platform now uses the Abbyy OCR engine for converting the contents of PDFs. While Abbyy is somewhat slower than our previous OCR-engine (Omnipage), the quality is significantly better for legal documents, particularly when it comes to recognising numbering and headers/footers.