Clause Library

The Clause Library contains many features and functions. To start, it acts as a central repository for contract clauses, which can help users reduce dependency on Sharepoint, Google Suite, and other network drives. It also provides the power for organizations to provide specific access to users to create, edit and delete clauses as needed, while other users will simply be able to only view the clauses. The Clause Library will be visible to all user role types that have a seat in the Contracts module. However, the Contracts - Clause Manager is the only user role that has the ability to add a new clause and clause category.

*Contracts - Clause Manager role will grant the user permission to add, edit, and delete clauses as well as create custom clause categories. 

To access the Clause Library, navigate to the Contracts module at the top of your portal, and then in the left hand side menu, select Clause Library. This will load the main page where the clauses are kept. There are many options to sort and filter clauses:

1. You can click on the “Show Filters” button to be able to filter clauses by department or category.
2. The search bar will allow you to enter keywords to quickly locate the clause you are looking for.
3. Columns can be sorted alphabetically, ascending or descending, by clicking on the column title.
4. If you’d like to have more than 10 clauses displayed on the main page, you can open the drop down menu at the bottom of the page beside the “Show per page” label and choose between 10, 25, 50 and 100.
5. Once your library has expanded, you may need to use the controls in the bottom right hand side of the page that allow you to navigate through more pages.

Adding a Clause

It is quick and easy to add a clause! Simply click on the “Add Clause” button:

And this will launch the Add Clause Details page:

Note that any fields marked with a red asterisk are required, such as Name, Short Description and the Clause text box itself. The department selection is optional, however by choosing one, you can control the user access to those clauses. For example, if a user is set up to only view clauses within a specific department, such as Finance, then that user would only see clauses that are listed within the Finance department. Finally, the Category option allows you to choose multiple categories to add onto a clause. Begin typing in a category that you wish to create, and then select the Create button:

You can create and add as many categories as needed to the clause, and using the pencil icon in the drop down menu will allow you to edit the category if needed:

Note that editing or deleting a category will update or delete across all clauses that it has been added to. 

After you have completed the details of your new clause, remember to click Save at the bottom right! This will take you back to the main page of your Clause Library.

If you’d like to make any changes to a clause, within the main page you can open the Actions menu associated with that clause, and click on Edit Details. This will open a similar page to the “Add Clause Details” but it will now be titled “Edit Clause Details”. As well, you can choose to Delete the clause within the Actions menu: