DOCUSQUARE · DOCUMENT CHANGE MANAGEMENT
Connected document changes,
managed together.
Clauses and values repeated across fund rules, prospectuses and terms.
Use DocuSquare to identify the scope of a change and manage revisions across documents.
Fund rules · Prospectuses · Terms · Disclosures
01 THE CHALLENGE
Change one document,
and there is a lot to check.
Editing one clause leaves matching values and references elsewhere unchanged. Each related document needs to be checked for missed updates.
An edit starts in one place. The review spans many documents.
Fund management fee
02 REVIEW CONNECTED CHANGES
Link by clause,
review connected changes together.
When a source clause changes, find affected documents and values. Review before and after in a comparison table, then apply the reviewed changes.
- 1Select the clause to change
- 2Identify affected documents
- 3Review and apply changes
Find the changed clauseand update the linked documents
How a product manager revises a fund's fee rate.Revise a source clause to find affected fund rules, prospectuses and disclosure documents. Compare the changes side by side and prepare comparison tables and disclosure files.
- Change request
- Edit the source clause
- Impact analysis
- Review changes
- Generate outputs
A change management demo using fictional fund documents. Click the screen to jump to any step.
03 READY FOR THE NEXT STEP
Keep a clear change history.
Prepare your disclosure files.
Record changes and their context
Record who changed what and when, and see every clause affected by the change.
Convert to disclosure files
Convert the changed document into the DART disclosure format and prepare the filing.
04 BUILT FOR DOCUMENT CHANGE
Document change tools, in one place.
From clause search and change review to history tracking and disclosure preparation.
Find the clauses you need,
and connect your documents.
Start with the clause to change,
without scanning the entire document.
- Natural language search
- Find clauses and values in everyday language and connect similar clauses.
- Clause-level management
- Manage chapters, articles, paragraphs and items, and renumber clauses and references.
Review connected changes,
and apply them together.
See which documents are affected
and what changes.
- Linked document management
- Find inconsistencies across documents and check how a revision affects other documents.
- Change management
- Compare before and after in a comparison table, then apply revisions to connected documents.
Keep a change history,
and prepare disclosures.
Keep reviewed changes and context
for the next stage of work.
- History and evidence
- Record who changed what and when, and review the affected clauses.
- Disclosure file conversion
- Convert the changed document into the DART disclosure format and prepare the filing.
05 START WITH YOUR DOCUMENTS
Documents that change together.
Where do you start?
Review your documents and revision process,
then define the clauses and values to manage together.
Asset management · Funds
Fund rules · Prospectuses · Disclosures
Finance
Policy terms · Derivatives contracts
Public sector · Legal · Media
Laws · Regulations
Construction · Manufacturing
Standard contracts · Specifications
Documents to manage / Recurring changes / Current review process
LET’S CONNECT YOUR DOCUMENTS
Ready to manage document changes together?
Tell us which documents and clauses you manage and how revisions work today. We'll review the links between documents and the scope of change management with you.
Talk to us about DocuSquare