The Clause Library allows you to access a library of previously defined clause templates in Conga CLM for use in your document contract type during negotiations. Instead of editing clauses already in the document or inserting static text, you can insert clauses from Clause Library directly into the contract document to track and manage changes to clause content as negotiations proceed. 

Unless explicitly stated, any mention of fields or clauses in this guide should be considered a reference to smart fields and clauses.

To use Clause Library, go to Work tab in X-Author Contracts pane and select Clause Library tab. You can use the Clause Library in the contract document to:

  • Mark New Clause
  • Mark
  • Insert Smart
  • Insert Read Only 

To search clauses in the Clause Library

  1. Open Microsoft Word and launch the X-Author for Contracts Advanced add-in.

  2. Log in to X-Author for Contracts.

  3. In the Contracts pane, go to Work > Clause Library. The list of all the available clauses is displayed. To view the complete clause name, either hover the mouse over the clause name or expand the X-Author window. 

  4. You can use the Search by Clause Name box to search a clause by keyword. 

  5. 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.

To search using the advanced search filter

  1. Open Microsoft Word and launch the X-Author for Contracts Advanced add-in.

  2. Log in to X-Author for Contracts.

  3. In the Contracts pane, go to Work > Clause Library. The list of all available clauses is displayed. To view the complete clause name, hover over the clause name or expand the X-Author window. You can use the Search by Clause Name box to search a clause by keyword. 
  4. Click the Advanced Search Filters button () next to the Filter button. The Advanced Search Filters dialog box opens.

  5. Select the specific field, an operator to apply to the field, and a value to search for. 
  6. Click Add Row to add search fields. Click the Delete button to remove any field you have already entered. 
  7. After entering all the filed search criteria, click Apply Filters to search. Clauses that match your search criteria are displayed.