Manage Clause Library

You can view and edit the existing clauses for each contract type for your organization here. You can also generate clauses if they do not exist for a contract type.

Viewing my clause library

1. Click Clause Library in the left sidebar to open your clause library.
2. Select a contract type from the contract type dropdown in the left panel. You can search for a particular contract type here. The list of clauses for the selected contract type will be displayed.
3. You can view the details of each clause (such as clause text, notes, approval status, etc.) by clicking on the clause in the left panel. You can also search for clauses in the search bar above the contract type dropdown in the left panel.
4. Additionally, the right panel displays a historical timeline of the updates made to the clause.

Editing my clauses

1. After selecting a clause in the left panel, click Edit Fields in the center panel. The Edit clause window will open.
2. You can edit the clause title, the clause type, the clause text and provide additional notes. Every field is mandatory.
3. Click on Save to save or Cancel to undo the changes. The updated clause will be displayed in the center panel and the historical timeline will be updated in the right panel.

Clauses can also be edited by editing the gold standard contract. More information is available here.

Adding new clauses

1. After selecting a contract type in the dropdown in the left panel, click Add new clause in the top right. The Add a new clause window will open.
2. You can add the clause title, the clause type, the clause text and provide additional notes. Every field is mandatory.
3. Click on Add clause to add the clause to the library or Cancel to undo the changes. The newly added clause will be displayed in the center panel.

You can also add a clause from any contract, to the clause library. More information is available here.

Restoring a previous version

1. After selecting a clause in the left panel, you can view the updates made to the clause in the right panel with details like the date of the update and the person who updated it.
2. Select a previous version of the clause from the right panel, then click Restore this version to revert to it.

Generating clauses

You can generate clauses for any contract type provided you have at least 3 contracts of that type in your system.

1. In the left panel, select a contract type for which you would like to generate the clause library.
2. Click on the Generate Clauses button in the center panel.
3. If a gold standard contract exists for your selected contract type, clauses will be extracted from the gold standard contract and displayed. If a gold standard contract has not been generated yet for your selected contract type, clause generation will first generate the gold standard contract and then extract the clauses.

For more information on the generation of gold standard contracts, click here.