Document Assembly allows a MS Word document to be updated using clauses stored in the Novatus Clause Library without launching Novatus. Using a plug-in, access to the Novatus Clause Library is available from MS Word where the open document displays on the left, and Novatus runs in a miniature browser window on the right. Clauses can be dragged from the Clause Library, and dropped directly into the Word document. The Novatus environment that is used to access the Clause Library can be updated to accommodate customers who run multiple instances of Novatus, as well as customers who use the Single Sign-On (SSO) option.
There are three tasks associated with Document Assembly:
- Download and install the Word plug-in
- Update a Word document using the Clause Library
- Update the Settings (URL) for the Cause Library
Users must have the Word-Add In Access permission to install the plug-in needed for Document Assembly.