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To activate the integration you must have a license with Clausebase with an API key.
Via the marketplace you can enter the URL of your own Clausebase environment and the unique API key.
The options provided on our side of the integration are the possibility to provide your own naming and choice of folder during import. If these options are not activated, Clausebase will always assign a name and folder to the new document according to its own naming and preset template.
You can draw up new drafts via the 'Add contract' modal. Here a new option will appear to select Clausebase. If you work via Clausebase, the modal below will appear.
