Creating or Deleting Clause Groups in the Clause Library

Creating Clause Groups in the Clause Library

1. From the Administrator Navigation Toolbar, go to Contracts and click Clause Library.
2. Click the Clause Groups tab.
3. Click the New Group button.
4. Under the Details tab, the following options are available:
   • Clause Group Name: Enter the name of the Clause Group. This is a required field.
   • Disabled Checkbox: Check to disable this Clause Group. Leave it unchecked to enable this Clause Group.
   • Description: Enter an optional description of the Clause Group.
   • Created By: Displays the user name who created the Clause Group, and creation date.
   • Last Modified By: Displays the user name who made the last modification, and modification date.
5. Under the Related tab is a list of clauses associated with this group.
6. Click Save to save your changes.

Deleting Clause Groups in the Clause Library

1. From the Administrator Navigation Toolbar, go to Contracts and click Clause Library.
2. Click the Clause Groups tab.
3. Under Clauses on the left, click on the name of a clause group.
4. Click Delete to delete this clause.