Ability to trigger a download of a separate document together with a CB generated document

tomas · January 3, 2021, 3:48pm

This is a nice-to-have feature request.

It would be great if, within a Q&A, one could have a possibility to trigger a download of a previously uploaded static file (.docx or . pdf) together with a download of a generated ClauseBase document.

For example, this could be useful in situations where a ClausBase generated document has certain static attachments that, instead of being part of the document, need to appear as separate files (e.g. revisable Special Terms and Conditions and non-revisable General Terms and Conditions).

mtruyens · January 3, 2021, 6:51pm

Hi Tomas,

What about the following approach?

Create a Binder containing (1) your dynamic ClauseBase document as the first sub-document, and (2) the terms & conditions (inserted through https://help.clausebase.com/kb/inserting-ms-word-files-into-clausebase-documents/) as a second subdocument.
Check the “export subdocuments as separate files” option (if necessary even by default in the Q&A options)