Referenced Clauses
  • 28 Jan 2025
  • 1 Minute to read
  • Dark
    Light

Referenced Clauses

  • Dark
    Light

Article summary

Referenced Clauses   

Manage Document Package Templates: Referenced Clauses

Templates allow users to use place holders based on the Clause Library in the system. 

Click Add Clause to pull the clause(s) to be merged into your document.

A pop-up window displays.

This is the Clause Library window that allows users to add clauses onto the document template from the library of clauses.

The drop-down box displays all clauses stored in the Clause Library (access the clause library from the Manage/Setup menu).

After selecting the clause, the clause text and clause name appear. If desired, rename the clause for the specified template by editing the Display Title information.


Click Save to add the new referenced clause to the template. After saving the Clause, set rules around use of the clause by clicking Actions and then clicking Rules

 

 

 

 


Was this article helpful?

What's Next