Summary
This article will walk you through how to add a clause to the Clause Library.
If you have a clause in an existing workflow configuration you’d like to add the clause library, refer to Get Started with Clause Library.
Use Case
At Classics Inc., a legal operations manager adds a new clause to the Clause Library to make approved contract language easier to reuse across multiple workflow configurations. They start by choosing a clause that appears in more than one workflow, then add it to the library so it can be centrally managed and tagged in other workflows, helping keep contract language standardized as templates change.
Prerequisites
| Features | Clause Library |
| Permissions | Group Permission: Global Clause Library = Yes |
Add a Clause to the Clause Library
- Click on your profile icon in the top right corner, and then select Company Settings > Clause Library.
- Click New clause.
- Select a clause Type.
- Enter a descriptive Name.
- Enter the Clause text. This is the text that will display within your workflow configuration.
- Click Save.
The clause is available to use in all of your workflow configurations.
Resources
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