The Clause Library allows users to configure reusable sections of clause text. Each clause has a title and an optional description field for repeated internal use. To save time and help with compliance, when the text of a clause is updated in the library, it is automatically updated in any templates it has been added to. Once the clause is defined in the library, users can insert it into documents as an uneditable, or locked section of text. External guests cannot see inserted clauses in read-mode. External guests with full editing rights on the document can see the locked section of clause text in edit mode, but cannot edit the text.
Prerequisites
- Roles: Administrators, Team Managers, Users and custom roles who have the Create & edit & delete a clause in the library permission (must be given by Administrator)
Create a clause
- Select Clause Library from the left-hand panel
- Click on the Add clause button
- Enter a clause title, clause text, and a description (optional)
- Save the clause
Edit a Clause
- Click on a clause and select edit
- Click Save
- This clause will be updated on all templates but never on other documents (such as Drafts, in Review, Signing, Signed)
Delete a Clause
- Any clause inserted on a template can not be deleted
- Clauses unused or inserted on a document can be deleted
For information on adding clauses: Insert clauses from the library
*This feature is available with some of our paid plans.