Using Clause Library for Template
Clause Library is a library of clauses, or clause templates, that each contains modular blocks of contractual language that can be reused across multiple contract templates. Clause Library helps you to search for clauses or supporting documents that can be inserted into the template as inline text.
Note:
Clauses are not supported in headers and footers in templates
Note:
To insert a clause from Clause Library into a template
- In the Contracts pane, click the Home button (
) and select Templates.
- You can use the Search by Clause Name box to search a clause by keyword. Click the Filter button (
) to view the drop-down menus that can help you to refine your search according to Type, Category, Subcategory, Locale, and Language.
Note:You can configure custom locales in Conga CLM on the Conga platform.
- Click a clause from the list to view the clause text
and active version. To insert the clause, click the Expand button (
) next to the clause name and click Insert this Clause to insert the clause into your template as inline text. You see a success message on inserting a clause. The clause content is marked by a content control boundary in your template. The inserted clause is now displayed in the Clauses Menu. For more information on Clauses Menu, see About Clauses Menu
Note:
- When you insert a clause using the Insert this Clause option, the clause takes the format of the document. For example, if you are inserting a plain text clause inside a bulleted list, the clause takes the format of the bulleted list.
- You can insert a delete read-only clauses into your template. Delete read-only clauses can only be deleted in the Doc Clauses tab.
- You cannot search and insert an alternate clause from the Clause Library.
- You can cut and paste clauses within a template, with the following restrictions:
- Clauses containing smart fields are not supported.
- Agreement documents you have downloaded and then checked-out are not supported.