The Clause Profile contains four default field lists that a user with the List Adminpermissionmust populate with selections: Clause Security, Clause Category, Clause Group, and Clause Type. All lists are used toadd a clauseto the Clause Library by a user with the Clause Admin permission, while the Clause Group list is also used to create new Clause Groups for the Clause Library. Theclause group permissionsassigned to a user role determines what clauses are available to users in their Clause Library.
To add a Clause Group list item, take the following steps:
Click theGear Iconin theAdministrator Navigation Toolbarand click theListslink in the menu.
In the List Administration screen, enter Clause Library in the Search field and press theENTERkey on your keyboard, or scroll down to the Clause Library section.
In the Clause Library category, click theClause Grouplist to display the existing items in the right side of the screen.
Tip:
If the list is lengthy, clickExcelin the toolbar to download a spreadsheet showing the existing list items before adding a new one.
ClickAddin the toolbar to display a blank New Item record at the bottom of the list:
Click in theNamefield and enter a name for the clause security list item.
(Optional) Click in theDescriptionfield and enter information that will display when a user hovers over the item.
Use the and reorder icons to change the order in which the list item appears in the list in the Clause Profile or Role Profile screen.
(Optional) Click theDisabledcheck box so the list item does not immediately display in theClause Grouplist in theClause ProfileorRole Profilescreen.