Edit a clause

Learn how to edit a clause from template or project

Anne-Thaïs avatar
Written by Anne-Thaïs
Updated over a week ago

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

Editing a clause from a template has implications

  • The clause will be updated in all templates where it is used

  • The clause will not be updated in ongoing or signed projects where it is used

Once the clause is already inserted in the editor

  • 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 pencil icon. An editor will open on the side of your screen

  • Modify the clause according to your needs

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

When the clause is not already inserted in the editor

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

  • Click on Clause and find the clause to edit

  • Click on the pencil icon next to the clause you are interested in

  • An editor will open on the side of your screen

  • Modify the clause according to your needs

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

Editing a clause from dynamic components

Click on "Dynamic components" on the left.

Select a clause.

You can then modify the name, description and content of the clause. Once you have finished, click on Edit clause.

Consequences

The clause will be updated in all the templates where it is inserted.

However, contracts already created or signed will not be affected.

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