Feature restricted to administrators.
Create a Clause
From Dynamic Components
Go to Dynamic Components on the left
Click on Clauses
Select + New Clause (an editor opens)
By converting existing text in a contract template
Select the text to convert into a clause
Click Create a clause (an editor opens)
From the contract template editor using the + button
Hover over the editor and click +
Select Clause and click Insert a clause
Select Create a new clause (an editor opens)
Once in the clause editor
Name it, add a description if needed
Edit and format the clause
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
Click replace
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 contract types and future contracts where it is used.
It will not be modified in ongoing or already signed contracts.
Changing the font applied to the template does not apply to clauses. The clause font remains the one set during its creation or last edit.
From a contract type
If the clause is already inserted
Click the gear icon, then the pencil icon
Modify the clause and click Edit Clause
From dynamic components
Go to Dynamic Components, Clauses tab
Select a clause
Modify its name, description, and content
Click Edit Clause
Manage clause numbering
By default, clause numbering starts at 1. To have the clause numbering follow the contract type numbering, use Title Lists in the editor and start the clause content at the second level of the list.
This allows for continuous numbering between the template and the inserted clauses.
Best practices
Tips for optimal clause usage:
Prefer creating reusable clauses in Dynamic Components rather than duplicating the same text across multiple templates
Delete a clause
Deleting a clause from a template removes it from future contracts, but it remains in ongoing and signed contracts.
Click the gear icon
Click the trash icon to delete the clause
User Permissions
Role | Permissions |
Administrators |
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Users |
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All users |
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