---
title: "Clause Library Management"
slug: "clause-library-management-1"
updated: 2026-10-08T18:52:34Z
published: 2026-10-29T16:50:47Z
canonical: "wiki.cobblestonesoftware.com/clause-library-management-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Clause Library Management

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Clause Library Management**

*Clauses › Clause Library Management*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

**Clauses › Clause Library** is the shared repository of named clauses that can be reused across contracts and playbooks. The record count next to the title shows how many clauses the library holds. The list shows each clause's **Clause Group** and **Clause Text**, with **Print**, **Export**, **Extract with VISDOM** and **Add** at the top of the page.

Clicking **Manage** opens a clause record with four tabs: **Details** (name, text, active status, group and VISDOM category), **Clause Match** (whether the clause is expected in a document and the percent match needed), **Record Info**, and **Playbooks**, which lists "The playbooks this clause is part of" and lets you add the clause to more playbooks or create a new one. **Extract with VISDOM** (formerly IntelliDraft.AI) reads uploaded agreements and lists the clauses it finds, ready to add to the library.

# 2. Key Elements

- **Clause Library list**: **Clause Group** and **Clause Text** columns, a view selector (**All Clause Library**), column and filter icons, **Search**, and **Manage**, **Preview** (eye) and **Add to your favorites** (star) on each row.
- **Print**, **Export**, **Extract with VISDOM** and **Add**: at the top right of the list.
- **Details tab**: **Clause Name**, **Clause Text**, **ID**, **IsActive**, **Clause Group**, **Clause Preference**, **Visdom Category**, **Is Preferred Version**, **Federal Clause Library Number**, **Business Justification** and **Negotiating Comments**.
- **Clause Match tab**: **Is Expected In Document** and **Percent Match Needed**.
- **Playbooks tab**: the playbooks the clause belongs to (shown as removable tags), **Choose a playbook**, **Add** and **Add playbook...**.
- **Extract Clauses with VISDOM**: upload PDF, Word, RTF or text files, then **Find clauses** to review the clauses VISDOM finds before anything is saved.

# 3. Opening the Clause Library

1. From the Contract Insight homepage, hover over the **Clauses** icon in the left navigation bar.
2. Select **Clause Library**.

![Clauses menu with Clause Library highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_nav(2).jpg)

1. The Clause Library list opens. Use **Search** to find a clause, or the filter icons to narrow the list.
2. Click **Manage** to open a clause, the **Preview** (eye) icon to view it in a side panel, or the star to add it to your favorites.

![Clause Library list with the view selector, column and filter icons, Search, Print, Export, Extract with VISDOM, Add and the row actions highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_list(1).jpg)

# 4. Adding a Clause

1. On the Clause Library list, click **Add**.
2. Enter a **Clause Name** and the **Clause Text**. Both are required.
3. Choose a **Clause Group** (required), and optionally a **Visdom Category**, **Clause Preference** and other details.
4. Select **IsActive** so the clause is available for use.
5. Click **Next** to move through **Clause Match** and **Record Info**, or use the **Sections** list on the right.
6. Click **Save Record**, **Save as draft** to finish later, or **Cancel**.

![Add Clause form with Clause Name, Clause Text, IsActive, Clause Group, Visdom Category, Next, Cancel, Save as draft and Save Record highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07_add.jpg)

# 5. Viewing and Editing a Clause

1. On the Clause Library list, click **Manage** on the clause.
2. On the **Details** tab, review the **Clause Name**, **Clause Text**, **IsActive**, **Clause Group** and **Visdom Category**.
3. Click **Edit All** to change the clause, or use **Actions** for other options.

![Clause record Details tab with the tabs, Clause Name, Clause Text, IsActive, Clause Group, Visdom Category, Actions and Edit All highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_details.jpg)

1. Click the **Clause Match** tab to see whether the clause **Is Expected In Document** and the **Percent Match Needed** for a document's text to count as a match.

![Clause Match tab with Is Expected In Document and Percent Match Needed highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05_match.png)

# 6. Assigning a Clause to Playbooks

1. Open the clause with **Manage**, then click the **Playbooks** tab. The playbooks the clause already belongs to appear as tags.
2. From **Choose a playbook**, select a playbook, then click **Add**.
3. To create a new playbook for the clause, click **Add playbook...**.
4. To remove the clause from a playbook, click the **x** on that playbook's tag.

![Playbooks tab with the playbook tag, Choose a playbook, Add and Add playbook highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_playbooks.png)

**Note:** A clause can belong to more than one playbook.

# 7. Extracting Clauses with VISDOM

1. On the Clause Library list, click **Extract with VISDOM**.
2. Under **Upload files**, drop contracts, templates or amendments onto the upload area, or click **Browse**. PDF, Word, RTF and text files are supported.
3. Click **Find clauses**. VISDOM reads each file and lists the clauses it finds for you to review before anything is saved. Click **Cancel** to go back without extracting.

![Extract Clauses with VISDOM screen with the upload area, Browse, My Pending Files, Cancel and Find clauses highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06_extract.png)

**Note:** Uploaded files are also kept in **My Pending Files**.

# 8. Quick Reference Summary

| Task | Where / How |
| --- | --- |
| Open the library | Clauses › **Clause Library** |
| Find a clause | **Search** box or column filters |
| Add a clause | **Add** › Clause Name, Clause Text, Clause Group › **Save Record** |
| Edit a clause | **Manage** › **Edit All** |
| Set matching rules | **Manage** › **Clause Match** tab |
| Add a clause to a playbook | **Manage** › **Playbooks** › Choose a playbook › **Add** |
| Create a playbook from a clause | **Manage** › **Playbooks** › **Add playbook...** |
| Find clauses in agreements | **Extract with VISDOM** › upload files › **Find clauses** |
| Print or export the list | **Print** icon or **Export** |