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How do I edit a document that is generated on Clara?
How do I edit a document that is generated on Clara?
Updated over a week ago

Once you have created a document via the Generate Document tab and if you have saved this document as a draft you can always come back and make changes to it at a later date.

You can make changes to a Clara document as long as it has not been sent for signature and is still marked as draft in the data room.

There are two ways you can edit a Clara document. You make changes to the information you input when generating the document, this will update the details of the document.

Or, if you want to customise the Clara document further, you can do so if you are Scale subscriber by downloading the document in a Word format.


How to edit a Clara document

1. Click on Data Room

Click on Data Room

2. Click on View

Click 'View' next to the document you wish to edit

Click on View

3. Click on Edit

Click on Edit

4. Update the relevant fields in the questionnaire

Update or correct the information provided, the changes made in this form will update in the document once saved.

Update the relevant fields in the questionnaire

5. Click on Save Changes

Once saved, the document will be updated with the new information

Click on Save Changes

How to customise a Clara document

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1. Click on Data Room

Click on Data Room

2. Click on View

Click 'View' next to the document you wish to customise

Click on View

3. Click on Download

This will download a Word version of the document into your files. Note that this option is only available to Scale subscribers.

Click on Download

4. Edit the Word file

You can customise the text of the document. We recommend seeking legal counsel if you take this approach.

Edit the Word file

5. Click on Upload new version

Once you have saved the changes to the Word file, you can upload a new version to Clara via this button

Click on Upload new version

6. Click on Proceed

Acknowledge that you have not amended the DocuSign blocks and that any further changes will override what you have uploaded

Click on Proceed

7. Select the updated file from the upload menu

Select the updated file from the upload menu

8. Click on Review Document Details

Click on Review Document Details

9. Review the details of the document

Review the details of the document

10. Verify that all details are correct

Verify that all details are correct

11. Click on Continue

Click on Continue

12. Save your changes or send for signature

Save your changes or send for signature

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