Using Clauses in documents

Clauses are pre-approved blocks of text, such as standard liability terms or payment conditions, that your organization keeps in its Clause Library. When you insert a clause instead of typing or copy-pasting the text, you:

• Save time: you don't have to rewrite standard wording or look for it in old documents.

• Stay consistent: every document uses the same approved wording.

• Reduce risk: only clauses your administrators have approved and published are available.

Finding the Clauses panel

1. Open your Approving Editor or Editor task.

2. In the text editor, click [INSERT] tab.

3. Then click [Clauses] to open the Clauses panel.

Preview

Inserting a clause into the document

1. Find the clause in the panel.

2. Drag it into the document and drop it where you want the text to appear.

Preview

The clause goes into the document as a content control. Clause text sits inside a marked area, so you can always see where the clause begins and ends.