The clause library is a way to manage your standard clauses across templates. It is essentially a repository for your commonly used clauses. You can group together the clause variants (or ‘types’) and also update the same clause across multiple templates quickly.
Creating a Clause Grouping
You can access the clause library under the “Templates” tab and navigating to “Settings” then “Clause Library”
You can either select the “+” button to create a new clause grouping or upload them from excel.
Each clause in the library is stored in groups. A group may be “Governing Law Clauses” while the variants would represent different jurisdictions such as “Canada”, “England”, and “Italy”.
You will first be prompted to name the clause grouping - again this might be something like “Governing Law Clauses” or “Data Protection Clauses”. You can also select which Profile and Organisation this will sit in.
You then create the first key and variant of the group. It is important what you name the key as this will trigger whether the clause is included or not.
Saving the Clause Group
You can choose to either “Save Variant” or “Update as New Version”. Save Variant: This is essentially a soft save. It will update the existing versions of the clause and all the variants. Any connected templates using the clause grouping will inherit the new language. Update as New Version: This will prompt you to select which templates will use the newest version of the clause. You can choose to omit variants from the group so that they are not apart of the new clause grouping.
Inserting the Clause Grouping Into a Template
You can insert clauses from the clause library by selecting the clause library icon.
You can either insert an individual variant or a whole clause grouping. For example, if the Template was only applicable for Italian contracts you may just wish to insert the Italian Governing Law clause directly.
Alternatively, you can insert a whole group of clauses that is dynamically changed depending on what the user answers in an associated question. Groups of clauses will be denoted by a blue line.
If you insert a group of clauses, you must select which attribute it is dependent on. The answer given to the question associated with this attribute in the questionnaire will then trigger which variant of the clause grouping is inserted in the template.
You might, for example, have an earlier placeholder called “Jurisdiction” where they select “Canada” and we have a variant of the inserted clause grouping called “Canada”, then the associated clause variant will drop in.
It is suggested that you give the users a list of options to choose from (for example, with a Select question) as the answer and the name of the key must match identically in order for it to be inserted.