Summary
This article will walk you through how to edit an existing clause in the Clause Library.
Use Case
At Classics Inc., a legal operations manager edits a clause in the Clause Library to update standard language used across multiple workflow configurations. When they update the clause’s name or text and save their changes, the clause is updated wherever it appears in those configurations, helping the team maintain consistent contract language from one central location.
Prerequisites
| Features | Clause Library |
| Permissions | Group Permission: Global Clause Library = Yes |
Edit a Clause in the Clause Library
When you edit an existing clause, the clause is updated wherever it appears across your workflow configurations only. This does not include in progress, completed, or archived workflows.
- In the Clause Library, click on the Clauses tab.
- Click on the clause you want to edit, and then click the Edit icon (indicated by a pencil) in the top right corner.
- Edit the Type, Name, and/or Clause Text. If the clause is currently used in a workflow configuration, the Type will not be editable.
- Click Save.
- (Optional) If you want to add a property to the clause, highlight the text you want to make a property, and then click the Add property button indicated by brackets. Alternatively, you can highlight the text you want to make a property, and then type ‘[’. The property tag selector will open.
- Enter a reason for the change.
- Click Save and push changes.
- The clause is updated wherever it appears across your workflow configurations.
Updating a clause in the Clause Library will update the affected workflow configurations, but changes won’t be published automatically. This allows you to queue updates and publish them when ready.
To apply the changes, workflow configuration owners must manually publish each affected configuration. Only contracts launched after publishing will reflect the updated language.
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