22 June 2024

Automatic styling

New feature The “Guess styling” mechanism — for determining the styles to be applied to content inserted into a Word-file — is completely overhauled.

Essentially, ClauseBuddy runs through all the paragraphs of the opened document to determine their styling. This takes a few documents on very long documents, but definitely improves the guesswork.

It’s still “guesswork” for badly-styled documents — which, as we all know, is the majority of the files out there. However, with decently styled documents (e.g. typical templates from large law firms) this works nicely.

For all the badly-styled documents, the software will fall back to minimized styling.

Change Guess styling is now also set as the default styling (previously the "minimal" styling was the defeault).

Font-name & font-size are now extracted in Outlook

New feature ClauseBuddy will now guess the font & font-size that users are using in the body of their email (which can be anything: the company house style, or some font that the correspondent uses). Usually ClauseBuddy will be able to change the font & font-size of the inserted text accordingly.

Show/hide additional information for a clause

New feature There’s a new button (turned on by default) that allows users to configure whether or not to show all the extra information, such as the folder hierarchy, attributes, comments and description:

Search folder selection is improved

When you don’t have the right to select a certain search folder for saving stuff, it will be immediately greyed out (& its folders will be shown in red & grey).

"Add other subscriptions" disabled by default

There’s a new user right (“Add other subscriptions”) that should be enabled to give users the possibility to add additional subscriptions.

Change When it’s not turned on, the upper right menu of ClauseBuddy will simply not show a second drop-down button, except when the user would already have another subscription, or would have the right to jump to another user (as administrator-users can do, for example).

Change metadata of uploaded Truffle documents

New feature Users can now immediately change the metadata of a Truffle-document they just uploaded, so they don’t have to switch back-and-forth to the Inventory tab.

Do note that with more than 20 files that you upload in one go, the server will “serialize” everything and send you an email afterwards when it’s done. So in such scenario, this won’t work.

Multiple placeholder values in ClauseBuddy

New feature When a pipe-symbol is added in the middle of a yellow placeholder in a clause, users automatically get a drop-down butotn in Configure clause that shows all the words separated by those pipe symbols.

Other changes in ClauseBuddy

• Change The list of curators to whom to send new clauses, is now alphabetically ordered.

• New feature There's now an option for customers to specify that personal search folders must be created by default for new users.