---
title: "Referenced Clauses"
slug: "referenced-clauses-2"
updated: 2026-10-29T17:01:15Z
published: 2026-10-29T17:01:15Z
canonical: "wiki.cobblestonesoftware.com/referenced-clauses-2"
---

> ## 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.

# Referenced Clauses

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Referenced Clauses**

*Document Templates Management › Manage Document Package Template › Referenced Clauses*

**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

A template's **Clause library references** tab reads: "Library clauses inserted at {--**rcl**--Display name--**rcl**--}. **Manage** sets a clause's token and which records it is inserted for; the eye previews the clause itself." An "**Attach a clause**" button adds a reference to a clause already in the shared Clause Library, letting an administrator standardize legal language across templates by pointing at one shared source rather than pasting the text into each template — directly matching the legacy description of inserting Clause Library clauses into document package templates as referenced placeholders with configurable usage rules.

# 2. Key Elements

- **Clause library references tab** — found on the **Core setup** step of a template's editor. The tab label shows how many library clauses the template references.
- **Placeholder token** — each referenced clause merges at a **{--rcl--Display name--rcl--}** token placed in the template document.
- **Attach a clause** — pulls in a clause from the shared Clause Library rather than duplicating its text into the template.
- **Manage** — sets the clause's Display Title (and so its token) and the conditions that decide which records it is inserted for.
- **Eye icon (Preview this clause)** — shows the clause's text from the library without leaving the template.
- **Trash icon** — removes the clause reference from the template. The clause itself stays in the Clause Library.

# 3. Opening a Template's Clause Library References

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar, then click **Document Templates**.
2. Find the template in the list (use the **Search** box if needed) and click **Open** on its row.

![Document Templates list with Search and the Open button for a template highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-open-template.jpg)

1. In the template editor, make sure step **1 Core setup** is selected, then click the **Clause library references** tab.
2. The tab lists each referenced clause with its **Placeholder** token, the **Library clause** it points to, and the **Condition** that controls when it is inserted. Each row has **Manage**, a preview (eye) icon, and a remove (trash) icon.

![Clause library references tab with Core setup, Attach a clause, Manage, preview, Placeholder, and Condition highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-clause-tab.jpg)

# 4. Attaching a Library Clause

1. Open the template's **Clause library references** tab (see Section 3) and click **Attach a clause**.
2. In the **Attach a library clause** panel, type in **Find** to search the Clause Library.
3. Optional: enter a **Placeholder Name**. If left blank, the placeholder uses the clause's name.
4. Click the clause you want. It is attached right away as **{--rcl--Placeholder Name--rcl--}** and added to the list.
5. Copy the token (click it in the Placeholder column) and paste it into the template document where the clause should appear.

![Attach a library clause panel with Find, Placeholder Name, and a clause highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-attach-panel.jpg)

**Note:** With no conditions set, an attached clause is inserted every time the template merges. Use **Manage** (Section 5) to limit it to matching records.

# 5. Managing a Clause's Placeholder and Conditions

1. On the **Clause library references** tab, click **Manage** on the clause's row. The **Placeholder and conditions** panel opens.
2. Under **Placeholder**, edit the **Display Title**. The token below it updates to match. Make sure the template document uses the same token.
3. Under **When it's inserted**, use the **Match** list (for example, **ALL**) to set how the conditions combine.
4. Click **+ Condition** to add a rule, then pick the field, the operator (for example, *is equal to*), and the value. Click **+ Group** to build a nested group of conditions. Use the trash icon to remove a rule.
5. Check the **Condition** line, which shows the full rule in plain form.
6. Click **Save** to keep your changes, or **Cancel** to close without saving.

![Placeholder and conditions panel with Display Title, Match, Condition, Group, condition rules, and Save highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-manage.jpg)

# 6. Previewing a Referenced Clause

1. On the **Clause library references** tab, click the **eye** icon on the clause's row.
2. The preview opens on the **Details** tab, showing the **Clause Text** as it is stored in the Clause Library. Use the **Clause Match** and **Record Info** tabs for more detail.
3. Click **Done** to close the preview. Click **Edit** only if you mean to change the clause in the Clause Library; that change affects every template that references it.

![Clause preview with the eye icon, Details tabs, Clause Text, Done, and Edit highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-preview.jpg)

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open a template's library clauses | Administration → Document Templates → Open → Core setup → Clause library references. |
| Attach a library clause | Attach a clause → search with Find → (optional) enter a Placeholder Name → click the clause. |
| Place the clause in the document | Copy the {--rcl--Display name--rcl--} token from the Placeholder column and paste it into the template document. |
| Change a clause's token or conditions | Manage → edit Display Title and/or add conditions under When it's inserted → Save. |
| Preview a clause's text | Click the eye icon on the clause's row → Done. |
| Remove a clause from the template | Click the trash icon on the clause's row. The clause stays in the Clause Library. |