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.

To insert a clause from the Clause Library:

1. Click Edit
2. Click 'Insert' in the editing toolbar
3. Select Insert clause from library
4. In the pop-up, select a clause
5. Click Insert

Then, the selected clause will appear in the document.

Important notes:

• Inserted library clauses will be displayed as plain-text in Read mode for all external guests on the document.
• In Edit mode for external guests, clauses will appear in a grey container with a not-allowed cursor on hover
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• Creators and colleagues can view inserted clauses in the document within a purple container.
  

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