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 Screen_Shot_2020-12-14_at_3.56.00_PM.png
  4. In the pop-up, select a clause mceclip1.png
  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.

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  • 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

 

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