---
title: "Mergeable Clause List"
slug: "mergeable-clause-list-1"
updated: 2026-10-08T18:55:44Z
published: 2026-10-29T16:50:47Z
canonical: "wiki.cobblestonesoftware.com/mergeable-clause-list-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.

# Mergeable Clause List

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Mergeable Clause List**

*Clauses › Mergeable Clause List*

**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

Administration > **Mergeable Clauses** (744 clauses in this environment) is the shared library of clauses offered as optional content when a document is generated: "Optional clauses offered when a document is generated from a template." It supports **Add clause**, record-type filter chips (All record types, Contracts, Counterparty, E-Procurement, Employees, Purchase Orders, Requests), and an "Include inactive" toggle, with a grid of Clause, Record type, Fields, Doc versions, Nested, and On templates. Opening a clause reaches its own Title/Description/Record type/Reads from/**Condition**/"**Email when this changes**" settings and Active/merge-behavior options, plus a versioned Clause document upload with **Published**/Draft states — one clause observed live carried the description "Federal Clause Library (US) Monitored Clause," confirming this shared list is also where FAR/DFARS/NFS-sourced clauses end up once followed.

# 2. Key Elements

- Administration > **Mergeable Clauses** — the shared library of optional clauses offered when generating a document, 744 in this environment
- **Add clause**, record-type filter chips, and "Include inactive" control the list
- Each clause has a **Condition** (blank = offered on every record; filled in = offered only when the record matches) and an "**Email when this changes**" notification list
- A clause's document is version-tracked with **Published**/Draft states, and the **published** version is the one a merge uses
- Federal Clause Library (US) clauses followed via Government Clause Monitoring appear in this same shared list

# 3. Navigating to Mergeable Clauses

1. From the Contract Insight homepage, click the **Administration** (settings) icon at the bottom of the left navigation bar.
2. In the **Search administration** box, type **Mergeable**.
3. Click **Mergeable Clauses**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-admin-search(1).png)

# 4. Using the Mergeable Clause List

The **Mergeable Clauses** page lists every clause that can be offered when a document is generated from a template. For each clause, the grid shows its **Record type**, number of **Fields**, **Doc versions**, **Nested** content, and how many templates it is offered **On**.

- Use the record type dropdown (**All record types**) to show only clauses for one record type.
- Select or clear **Include inactive** to show or hide inactive clauses.
- Use the **Search** box above the grid, or the filter icon in any column header, to find a clause.
- Click **Add clause** to create a new clause.
- Click **Open** on a clause's row to view or edit it.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-clause-list.png)

# 5. Viewing and Editing a Clause

## 5a. Clause Settings

1. On the **Mergeable Clauses** list, click **Open** on the clause's row.
2. Update the clause settings as needed:
  - **Title** and **Description** identify the clause.
  - **Record type** and **Reads from** are set when the clause is created and cannot be changed afterwards.
  - **Condition**: leave blank to offer the clause on every record, or fill it in to offer it only when the record matches.
  - **Email when this changes**: enter the people to notify when the clause is edited, separated by commas.
  - **Options**: **Active** controls whether the clause is offered; the remaining options control how the clause merges (editable block, who may edit or remove the block, formatting, and plain text).
3. Click **Save clause**.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-clause-settings.png)

## 5b. Clause Document Versions

The **Clause document** section holds the .docx inserted when the clause is selected. Only the **Published** version is used in a merge.

1. Click **Choose a .docx** and select the file.
2. Optionally enter a **Version title**.
3. Leave **Publish** selected to make this the version used in merges, or clear it to upload a draft.
4. Click **Upload**.

Use **Download** on a version's row to retrieve that file. Merge fields used inside the clause document are listed under **Nested merge fields**; click **Add field** to add one.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-clause-document.png)

## 5c. Where a Clause Is Used

Further down the clause page:

- **Offered on these templates** lists each template that offers the clause and the **Placeholder** it uses. Click **Open template** to go to the template.
- **Merged into these documents** lists documents the clause has been merged into.
- **Change history** lists every change recorded against the clause, newest first.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-clause-usage.png)

# 6. Quick Reference Summary

| Task | Where |
| --- | --- |
| Open the clause list | Administration → **Mergeable Clauses** |
| Filter the list | Record type dropdown, **Include inactive**, **Search** |
| Create a clause | **Add clause** |
| Edit a clause | **Open** → update settings → **Save clause** |
| Upload a new clause document | **Clause document** → **Choose a .docx** → **Upload** |
| See which templates use a clause | **Offered on these templates** |