Working with clauses

Clauses are one or more paragraphs of text that you can create, edit, and add to your agreements (they are not available for forms). Clauses can be inserted anywhere in draft or custom templates for any of your projects, and they can be used multiple times.
You can create clauses by typing the text “from scratch,” copying text from a draft, or pasting text from an offline document. Clauses do not support special formatting or images.

 

Creating a clause

To add a clause to the Clause Library:

  1. In the Template Library, select the Clause Library tab.
  2. Click the Create Clause button. The Create Clause dialog is displayed.
  3. Type a meaningful name for the clause in the Name field.
  4. Type or paste the clause text in the Text field.
  5. Select a category for the clause using the Category drop-down menu, or click the Add button and type a category name to create a new category.
  6. Use the Notes field to enter any personal notes or comments.
  7. Click OK. Your clause is added to the Clause Library.

 

Holding the mouse pointer over a clause name in the Clause Library displays its text in a popup box.

 

Creating a clause from a document

To add a clause to the Clause Library from a document in the Online Editor:

  1. In the Online Editor, highlight the text you want to use from your document and select Tools > Create Clause from the menu. The Add to Clause Library dialog is displayed with the text you selected in the Text field.
  2. Type a meaningful name for the clause in the Name field.
  3. Select a category for the clause using the Category drop-down menu, or click the Add button and type a category name to create a new category.
  4. Use the Notes field to enter any personal notes or comments.
  5. Click OK. Your clause is added to the Clause Library.

 

Inserting a clause

To add a clause from the Clause Library to a document in the Online Editor:

  1. Position the cursor where you want to insert the text in your document.
  2. Select Insert > Insert Clause from the menu or click the Insert Clause button in the left toolbar.
  3. Locate the clause you want to insert and click Insert. The text is inserted in your document.

 

Holding the mouse pointer over the Insert link displays the selected clause’s text in a popup box

 

Editing a clause

To edit a clause:

  1. In the Template Library on the Clause Library tab, locate the desired clause and click Edit. The clause is displayed in the Edit Clause dialog.
  2. Make changes to the clause’s name, text, category, or note as needed.
  3. Click OK. The updated clause is saved in the Clause Library.

 

Deleting a clause

To delete a clause:

  1. In the Template Library on the Clause Library tab, locate the desired clause and click Delete. A warning message is displayed that states “Are you sure you want to delete the clause “[clause_name]”?”
  2. Click the OK button to confirm the deletion, or click Cancel to exit without deleting the clause.

 

Recategorizing a clause

To place a clause in a different category:

  1. In the Template Library on the Clause Library tab, locate the desired clause and click Edit Clause
  2. Select a different category for the clause using the Category drop-down menu, or click Add and type a category name to create a new category.
  3. Click OK. The updated clause is saved in the Clause Library.
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