Managing Clause Categories

Categories organize clauses into a tree of topics, for example Legal → Liability → Indemnification. Categories can be nested to any depth. A clause can belong to several categories, or to none.

The categories are shown in the category panel on the Clauses tab of the Documill Clause Library:

• “All Clauses” shows every clause.

• “No categories” shows clauses that aren't in any category.

• Selecting a category shows its clauses.

• Use Find a category to search the tree.

You can drag the edge of the panel to make it wider or narrower.

Adding a category

1. Select New Category at the bottom of the category panel.

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2. Enter the Category Name.

3. Optional: choose a Parent Category. Leave it at None — make top-level for a top-level category.

4. Select Save.

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To add a category inside an existing one, open the menu (▾) of the category and select New sub-category. The parent is then filled in for you.

Renaming or moving a category

1. Open the menu (▾) of the category and select Edit.

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2. Change the Category Name, or choose a different Parent Category to move it and its sub-categories.

3. Select Save.

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Adding clauses to a category

Do one of the following:

• For one clause: set the category on the clause page. See Editing a Clause.

• For several clauses: use Bulk update. See Updating Clauses in bulk.

• For new clauses: select the category first, then add the clauses. See Adding Clauses.

Deleting a category

Deleting a category never deletes clauses.

1. Open the menu (▾) of the category and select Delete.

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2. Choose What happens on delete:

   • Move clauses & sub-categories to parent:
     The category's clauses and sub-categories move up one level. If the category is top-level, its sub-categories become top-level categories and its clauses become uncategorized, unless they're also in other categories.

   • Remove the category from these clauses:
     The clauses lose this category, and its sub-categories become top-level categories. Clauses in the sub-categories stay where they are.

3. Select Delete category.

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Example: You delete Liability, from this category structure Legal → Liability → Indemnification.