Insert clauses that are already written and pre-approved from the Clause Library into documents.

See here how to manage the Clause Library.

Prerequisite

• Have one or more clauses saved in the Clause Library
• Plan: Enterprise

In a template or document, in Edit mode

• From the “Special fields” menu in the document toolbar, click on “Insert clause from library”

• In the “Select a clause from the library” modal, select a clause from the library
• All clauses are displayed but you can search by the clause title
• Clause description defined in the library is displayed beneath the clause title
• The toggle open the clause to view the whole clause text

• Click on the “Insert” button on the bottom right
  
• The selected clause will appear in the document.
• 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

• 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