Overview
The Clause Library is a central repository of standardised clauses maintained by your organisation. You can create clauses with alternate versions, organise them by type, and access them during the Internal Review stage to insert into contracts. All clauses are managed from the Resources section.
How to Access the Clause Library
Click on Resources from the left-hand navigation bar. From here you can:
Click Add New Clause to create a new clause.
Click View All Clause to browse and manage existing clauses.
Creating a New Clause
Click on Resources from the left-hand navigation bar.
Click on Add New Clause.
In the Clause Type Details panel on the left, fill in:
Clause Name -- the name that identifies this clause in the library
Clause Type -- select the relevant type from the dropdown
A default sub-clause row labelled Sub Clause 1 will appear. Click on it to select it.
In the Edit Clause panel on the right:
Enter a Clause Title for this sub-clause.
Paste or type the clause content in the rich text editor under Paste Your Template below.
Click Save to save the sub-clause content.
To add alternate versions of the clause, click Add New Alternate Clause in the left panel and repeat step 5 for each alternate.
Once all sub-clauses are filled in, click Save Clause in the top-right corner to save the clause to the library.
Viewing All Clauses
Click on Resources from the left-hand navigation bar.
Click on View All Clause.
This opens the clause library list. The table shows the following columns: Clause Name, Clause Type, Created On, Last Modified, Modified By, and Action.
From the Action column, you can:
View (eye icon) -- preview the clause and its sub-clauses
Edit (pencil icon) -- open the clause to make changes
Duplicate (copy icon) -- create a copy of the clause in the library
Delete (trash icon) -- permanently remove the clause
You can also click Add New Clause from the top-right corner of this page to create a new clause without going back to Resources.
Editing a Clause
Go to Resources > View All Clause.
Find the clause you want to update.
Click the edit (pencil) icon in the Action column.
The Update Clause page will open with the same layout as the create form, with all fields pre-filled.
Update the Clause Name, Clause Type, sub-clause titles, or clause content as needed.
Click Save in the right panel to save sub-clause changes, then click Save Clause in the top-right corner to save the overall clause.
Using Clauses in Contracts
Clauses from the library are accessible during the Internal Review stage of a contract. At that stage, users can browse the Clause Library, copy the relevant clause content, and paste it into the contract draft.
Conclusion
The Clause Library removes the need to draft common clauses from scratch each time, ensuring consistency and accuracy across contracts. Keeping clause names and types well-organised makes them easier to find during contract reviews. Reach out to support if you need help setting up clause types or structuring alternate clauses.