Clause Library

Store frequently used clauses in your Clause Library so you can easily create, reuse and share them with your team.

Written by Eszter Takacs
Updated over a week ago

The Clause Library is a simple, smart, and secure way to share and manage your firm's standard clauses. Using a clause library to generate frequently-used language prevents users from wasting valuable time locating and/or manipulating clauses used in previous documents.

Key Features

  • When you edit a Clause in your Clause Library, it automatically updates all corresponding templates

  • Only the user who originally authors a clause may change the name or delete it.

  • All users on your team have access to view, edit and utilize any clause in the clause library, within any template.

  • Compatible with folders

  • Each clause has a limit of 25,000 characters for the text content, and 100 characters for the title.

Create a clause

  • Click on the Main Menu Icon

  • From here, choose the "Clause Library" option from the dropdown

  • Click "Add a clause"

  • Provide a name for your clause

  • Enter your clause content.

Please note that there are currently two types of clauses: Multiline text and Rich text.

Rich text clauses allow you to create custom styling for your clauses, independent of the overall formatting in the document itself. You can toggle between the options by clicking on the down arrow icon on the right, above the clause content input box.

Insert a clause

Clauses can be inserted by using the small icon on the right side of the right side.

This icon is available for:

  • Single line text

  • Multiline text

  • Rich text

  • Single-select field options

  • Multi-select field options

  • Conditional field THEN statement

  • As default value in Single line text, multiline text, or rich text field.

Edit a clause

Editing a clause will cause any templates that utilize that clause to insert the most up-to-date version of the clause the next time the template is populated.

  • To edit or delete a clause, navigate to the Clause Library homepage.

  • From here, find the clause you wish to edit or delete.

  • Hover your cursor over this clause. You will see a pencil icon and a trash bin icon appear on the right of the field.

  • Click on the pencil icon to edit or the trash bin icon to delete. If you do not see the icons appear when hovering, you are not the clause creator. and therefore cannot edit or delete it. Contact the creator of a clause if you wish to make a change to the clause.

"Shared" clauses

If you are not the original creator of a clause, you are not able to rename or delete it. These clauses are denoted by the "shared" icon, as seen below.

Soft Carriage Returns

The Clause Library supports soft carriage returns. Soft carriage returns are often used in Word documents to create new lines without copying the formatting from the previous line. To insert a soft carriage return, simply insert the code <vt> in the desired location from within a Multiline text clause.

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