Working with Clauses

 

Once you have added a folder to your library, the contents of that folder are automatically displayed within your clause list.  This will only display .doc, .dot, .docx and .dotx files.

 

To add a new clause to the library, simply create the clause in Word and save it in the relevant folder (or sub-folder) on your network.

 

To view the contents of a clause, simply click on it from the list of available clauses.  The contents are displayed within the Preview window.

 

 

 

By default, the name of each clause is taken from the physical file name.  You can rename these as you would rename files in Windows by pressing F2 or right-clicking and selected Rename.  Note that as with folders, when you rename clauses you are not renaming the physical file but only the link to it.

 

Drafting Notes

 

Drafting Notes are useful to display additional information or instructions to the user regarding a particular clause (e.g. instructions as to when to use the clause, or legal points to consider).

 

The Information panel at the top right of the screen displays the name of the clause and any drafting notes.

 

To record drafting notes against a clause right-click over the clause within the clause list and select "Edit".  You can also press CTRL-F2.  The following screen is displayed.  Enter the drafting notes as required and press OK. 

 

 

The drafting notes will now be displayed in the Information panel.

 

 

 

Removing Custom Information from Clauses

You can quickly remove any custom information which you have added to a clause by right-clicking over the clause within the clause list and selecting "Delete Custom File Information".  This will delete any drafting notes and reset the name of the clause back to the name of the physical file.

 

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