👋 This article is useful for organizations with the PRO plan and ADMINISTRATORS accounts.

We understand that you want to use the same clause in multiple templates without having to update it individually in each template.

But also that tracking the use of all your clauses in projects is important to you.

So, to give you more flexibility, we've made it possible to add clauses from templates and projects 🙌.

How to create a clause?

By selecting a text

  • Select the text you wish to transform into a clause

  • Click on the Create a clause button, an editor will open on the side of your screen

  • Name your clause, give it a description if necessary and make changes as needed

  • Click on the green Create Clause button at the bottom right

Using the + button in the editor

  • Move your mouse over the editor, a ➕ button will appear, click on it

  • Click on Clause

  • Click on the Create a Clause button at the very bottom, an editor will open on the side of your screen

  • Name your clause, give it a description if necessary and add your content

  • Click on the green Create Clause button at the bottom right

How to add a clause already created?

  • Move your mouse over the editor, a button ➕ appears, click on it

  • Click on Clause

  • Select a clause that you (or your collaborators) have already created. It will automatically be inserted in your editor

How to replace a clause by another one?

A clause has been inserted but you finally want to replace it by another one? All you have to do is :

  • Move your mouse over the blue box around the clause and click on the wheel on the right. A black panel will appear

  • Click on the name of the current clause. A drop-down menu appears with the list of clauses created in your organization

  • Select the new clause. It will replace the clause displayed first

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