Using Sirokai Clauses for Outlook

To launch Sirokai Clauses for Outlook, click the Sirokai Clauses button on the ribbon within a new email.

The Sirokai Clauses screen is displayed.

Note: Each section within the main window is resizable, depending on your own preference.

Available Clauses List / Document Preview

The available clause folders are listed down the left hand side of the screen. Each folder can contain any number of sub-folders - depending on your requirements. Expand a folder to see its contents. Each clause is listed as a Word or PDF document or attachment package. To preview the clause, simply click on it. The clause is displayed in the Document Preview window.

If your Sirokai Clauses administrator has assigned additional information or drafting notes about the selected clause this will be displayed in the Information Panel at the top-right of the screen.

NOTE: Whilst the preview window will display the contents of .doc, .dot, .docx, dotx and pdf files, it does not support files which contain macros or password protected PDFs. If the selected file contains a macro you may see jumbled text in this window. As a result of this it is recommended that you store your Word clauses in .docx or .dotx format as Word does not allow these file types to contain macros.

Selecting Clauses to be Added to your Email Body

If you wish to use a particular clause, right-click and select "Insert into Email Body". This will add the clause to the "Selected Items" list at the bottom of the screen with the type of "MessageBody". Only Word or Text documents can be inserted into the email body.

Depending on your system settings, you can automatically insert a Word clause into the email body by double-clicking on it.

As with the Available Clauses list, you can preview any document within the Selected Items list by clicking on it.

To remove an item from the Selected Items list, simply double-click on it or right-click and select "Remove".

Selecting Clauses to be Added as an Attachment

If you wish to add a particular clause or file as an attachment, right-click and select "Add as Attachment". This will add the clause to the "Selected Items" list at the bottom of the screen with the type of "Attachment". All file types can be added as attachments.

As PDF and attachment packages can only be added as attachments, double-clicking on these files will also add them to the Selected Items list. You can make Word documents be added as attachments by default by modifying the relevant setting within the Settings dialogue.

As with the Available Clauses list, you can preview any document within the Selected Items list by clicking on it.

To remove an item from the Selected Items list, simply double-click on it or right-click and select "Remove".

Attachment Packages

Attachment Packages are shown with a package icon. These are predefined packs of documents which can be added as attachments within a single action.

Click the package to view its contents:

Selecting Attachment Packages is the same as selecting a normal document. Simply double-click on it to add it to your list of selected items.

As the name suggests, Attachment Packages can only be added as attachments.

When you click the GO button, the files within the Attachment Package are added as separate attachments to your email.

Reordering Clauses

You can change the order in which the clauses will be added to your email by simply dragging and dropping the clauses within the Selected Items list. To do this, click and hold-down the mouse button over the clause you want to move then move the mouse to the correct position. A black bar will display where the clause will be dropped. Release the mouse button to move the clause to the displayed position.

Inserting Clauses

Once you have selected the clauses you wish to insert, click the Insert button.

The clause(s) will be inserted or attached to your email at the position of the current selection or as an attachment, depending on your choices.

Pre-loading Sirokai Clauses for Outlook

You can make the Sirokai Clauses for Outlook window load faster by selecting the Tools | Turn on Pre-loading. This option is turned on by default.

With this option selected, the Sirokai Clauses for Outlook window is loaded into memory when Outlook loads. This means when you click the Sirokai Clauses button the window appears much quicker. The trade off for this option is that Outlook may take longer to load, depending on your computer's and environment.

If you find Outlook is taking an unreasonable about of time to load, or if you are an infrequent user of Sirokai Clauses for Outlook, you can turn off pre-loading by selecting the Tools | Turn off Preloading option within the Sirokai Clauses for Outlook window.