Tag Records with Clauses

This article will walk you through how to tag your records in the Repository view on the Dashboard with clauses.

You can manually tag any record with key clauses that may not have been structured, or detected by AI. You can tag your document with any of the 175 clauses that Ironclad AI detects, or any custom clauses that have been added to the company.

These tagged clauses can then be used to create reports in the Repository view on the Dashboard or to leverage in Insights.

1. Click on the Dashboard tab, and select the record you want to tag.

2. Click the Clauses tab, and then click Edit.

   

3. Highlight the text that needs to be tagged as a clause. This can span multiple pages. Alternatively, you can also use area select by clicking Tag clauses via area selection located in the top left. Click and drag a rectangular highlight over the area you want to tag.

4. Click Tag clause.

   

5. The tag clauses UI automatically displays over the text you selected. Click the dropdown and search for the clause you want to tag. When you begin typing, a list of relevant options displays. Select the correct clause.

   

6. The highlighted text for the clause is automatically included in the clause language in the metadata panel. The clause can be easily referenced in the future by clicking the Locate button.