---
title: "Clause Library Management"
slug: "clause-library-management"
updated: 2026-04-14T15:37:00Z
published: 2026-04-14T15:37:00Z
canonical: "wiki.cobblestonesoftware.com/clause-library-management"
---

> ## 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

### **Clause Library Management**

**Master Reference Data Management: Clause Library**

Contract Insight supports the ability to add Clauses to your application to be added to templates when using the **Template Manager**.

**To Add a Clause**

1. Navigate to **Manage/Setup** - **Clause Library**.

![The ContractInsight main menu. Clause Library is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Location(1).png)

2. This opens the **List Manager** screen, displaying a list of all of the clauses already added to the application.

![The Clause Manager page. The Actions Menu is open. The Add Clause and Manage Columns options are highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Clause%20Manager.png)

3. Click **Add Clause** on the side menu.

4. Enter the clause name and clause text into the appropriate text boxes and click **Save**.

**To View/Edit a Clause**

1. Click **View** for the clause line item to view/edit.

2. The **Clause Details** screen displays.

3. To edit either the clause name or clause text, click the **Pencil Icon** for the appropriate line item.

4. Edit the text for the field and click **Save Changes** on the side menu.

**To Add a Clause to a Playbook**

1. On the **Clause Details** screen, scroll down to **Assign Playbook**

2. Select the desired playbook from the dropdown

3. If multiple playbooks are desired, click the dropdown again and select another option.

4. Playbooks can be removed by clicking the x icon

5. A new playbook can be created by clicking the Plus button, entering a Playbook Name and clicking Create Playbook

**To Delete a Clause**

**Note:** Prior to deleting a clause, make sure it is not being used by any contract records.

1. Go to the **Clause Details** screen for the line item you would like to delete.

2. Click **Delete** on the side menu.

3. Confirm the deletion

**Manage Columns Button**

**Note:** The Manage Columns button will allow you to view additional columns of information available for the table selected.

1. Click the Manage Columns button on the side menu. 2. On the next screen, select the field you would like to view as a column. Click **Add** next to the desired field to move it to the left-hand column. ![The Assign Columns to List Page. In the Assigned Columns, the Remove option is highlighted. In the Unassigned Columns, Add is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Columns%20to%20List.png)3. Once added, click **Back to List** on the side menu. The column just added displays. ![The Actions menu is open. Back to List is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Back%20to%20List(3).png)![The Clause Manager page. The newly added Date updated column is highlighted.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Date%20updated(3).png)

Our [**IntelliDraft.AI**](/v1/docs/intellidraftai) tool can be a helpful resource for finding or generating clauses.