The Clause Library allows you to access a library of previously defined clause templates in Conga CLM for use in your document agreement 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 agreement 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 agreement 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 add-in.

  2. Log in to X-Author for Contracts Advanced.

  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 add-in.

  2. Log in to X-Author for Contracts Advanced.

  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. 

To use non-versioned clause templates

You will likely have many clause templates in your org that were created before enabling Template Versioning. In this case, these clause templates will not have a template version. You can access the non-versioned clause templates from clause library after Template Versioning is enabled. The system assigns the existing non-versioned clause templates automatically as version 1.00 when you perform the following actions:

  • Select the clause template
  • Mark
  • Insert Smart
  • Insert Ready Only 

The version number is added to the Template record as Template Version. You can see the active version along with the text and guidance when selecting the clause. You can insert an active version of a clause from Clause Library into the agreement document. 

For more information about Template Versioning, see Template Versioning topic.