Create a clause
From dynamic components
Go to Dynamic Components on the left
Click Create a Component at the top right
Select New Clause (an editor opens)
By converting existing text
Select the text to convert into a clause
Click Save as a new clause (an editor opens)
Using the + button in the editor
Hover over the editor and click +
Select Clause and click Create a Clause (an editor opens)
Once in the editor :
Name the clause, add a description if needed
Click Create Clause
Add an existing clause
In the editor, click +
Select Clause
Choose an existing clause, which will be inserted automatically
Replace a clause
Click the gear icon on the clause
Select a new clause from the dropdown menu to replace the existing one
Edit a clause
Modifying a clause has the following effects:
The clause will be updated in all templates and future projects where it is used.
It will not be modified in ongoing or already signed projects.
From a template
If the clause is already inserted
Click the gear icon, then the pencil icon
Modify the clause and click Edit Clause
If the clause is not yet inserted
Click + in the editor, select Clause, then the pencil icon
Modify the clause and click Edit Clause
From dynamic components
Go to Dynamic Components, select a clause
Modify its name, description, and content
Click Edit Clause
Delete a Clause
Deleting a clause removes it from future projects, but it remains in ongoing projects and signed projects.
Click the gear icon
Click the trash icon to delete the clause
User Permissions
Role | Permissions |
Administrators |
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Contributors |
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All users |
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