Summary
This article will walk you through how to edit an existing clause type in the Clause Library.
Use Case
At Classics Inc., a legal operations manager updates a clause type in the Clause Library to keep naming and descriptions consistent across the company’s standard language. When they edit the clause type’s name or description, the update appears both in the Clause Library and anywhere that clause type is shown in Workflow Designer, making it easier for workflow builders to find and use the right clauses.
Prerequisites
| Features | Clause Library |
| Permissions | Group Permission: Global Clause Library = Yes |
Edit a Clause Type in the Clause Library
Editing a clause type by changing its name or description will change that clause type’s name and description in the Clause Library and where clauses appear in Workflow Designer.
- In the clause library, click on the Type tab.
- Click on the type you want to edit, and then click the Edit icon (indicated by a pencil) in the top right corner.
- Edit the Name, and/or Description.
- Click Save.
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