Insert Clauses from the Library

This feature is available with some of our paid plans.

Once a clause is saved in your company's Clause Library, users can insert these pre-approved clauses into documents.

Insert a Clause from the Clause Library

• Click Edit (Clauses can be added from the clause library to documents created in Concord or Word Documents brought in through live editor mode.)
• Click Insert in the editing toolbar.
• Select Insert clause from the library

• In the pop-up, select a clause.

• Click Insert. The selected clause will appear in the document wherever your cursor has been placed.

• Note: Inserted library clauses will be displayed as plain text in read-only mode for all external guests on the document.
• In Edit mode for external guests, clauses will appear in an uneditable grey container. 
• Creators and colleagues can view inserted clauses in the document but cannot edit the clause.
  

• If you update an inserted clause in the clause library from the Concord home page
  • The clause is updated in all templates that use it
    
  • The changes are logged in the audit trail to identify who made the update