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Best Practices for Success

CTM One Users

Smart eContracts & Templating

Clause Library Feature
  Creating and Viewing Personal Clause Library
  Adding Clauses to Contracts, Documents and Disclosures
Message System FeatureThis help topic has a video
Navigating eContractsThis help topic has a video

Adding Clauses to Contracts, Documents and Disclosures

Be sure to scroll down and watch the video!

Adding Single Clause:  To insert a Clause that has already been created, click the orange CLAUSES link located above any text box from within the contract, document or disclosure. A pop-up box with the list of your existing clauses will open. Check the box for the desired Clause and click the Insert link at the bottom of the pop-up box. If you need to see the clause text to be certain before you insert the Clause, just click on the link Show Clause Text. This will display ALL the Clauses and their content so you can search to locate the appropriate text.

Adding Multiple Clauses:  Multiple clauses can be selected and insert into the text box at the same time. Just check the boxes of the clauses you would like to insert. You may have multiple clauses in a section of the contract organized with numbers or letters. Next, check the box next to "Insert Numbering" and identify if you wish to have Clause's order with a number or a letter. Don`t forget to click the Insert link at the bottom of the pop-up box.

NOTE: If you insert more than one Clause separately, you need to click SAVE after inserting each one, then insert the next one and click SAVE again, etc. Otherwise, the system will overwrite the last clause you inserted.

Important: If you typed data in the box where you are going to insert a clause, you need to click Save before inserting a clause. Otherwise, the inserted clause will replace your data.

NOTE:  If you wish you may create a clause at the time you are accessing the clause library. After you click on the CLAUSES link, just click on the CREATE NEW CLAUSE link at the top right. Type in the name of your clause and the associated text. Click SAVE.


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