Promoting Clauses to Clause Library
You can promote a marked clause from an agreement to the clause library to make that clause a part of the clause library's clause repository. When you mark a text as a clause in an agreement, the highlighted text acquires smartness and becomes a clause. However, a marked clause is only considered a clause for that agreement instance and when you regenerate the agreement, the marked clause is lost. If you want to reuse the same marked clause for that agreement record even after regenerating the document or want to make the marked clause available for other agreements and users, you can use Promote Clause to make it a part of the Clause Library.
Prerequisite
You must have a marked clause either in the template or in an agreement document.
To promote a clause to the Clause Library
-
In the Contracts pane go to Work > Promote Clauses. If you cannot see Promote Clauses under the Work tab, click the More icon (
) and from the menu, select Promote Clauses.
You have promoted the clause to the Clause Library. You can open the Clause Library and search the promoted clause to use it in any other document or template.
- When Template Versioning is enabled and you promote a clause to Clause Library, the system automatically creates an active version (v1.00) of the clause template. For more information about Template Versioning, see Template Versioning topic in this guide.
