Be sure to scroll down and watch the video!
Creating Personal Clauses: You can create your own personal set of clauses, sentences or paragraphs, and quickly insert language into any electronic CONTRACT/DISCLOSURE/DOCUMENT.
1. Click on the CLAUSES link at the top, center of your main CLIENTS WITH CONTRACTS page
2. Click on the orange CREATE NEW CLAUSE link found in the upper right-hand corner
3. Enter a title for the clause and add the clause text
4. Click the SAVE button.
The clause will now be listed and available under this clause library. Only you will be able to see or have access to your personal clauses (unless access is given to a team member).
Viewing the Clause Text: You can expand and view all Clause text for a quick review of language before you insert the clause.
1. Clicking on Show Clause Text link at the top, center of the clause library
Copying Your Existing Clauses into your Clause Folder: You can create your clause library by copying from any existing clause you may have in a word document or another software product.
1. Highlight the text you would like to copy
2. Right click on your mouse
3. Click copy
4. Click the CREATE NEW CLAUSE link
5. Type the CLAUSE TITLE
6. Paste the text copied into the CLAUSE TEXT box
7. Click the SAVE button
Editing Clauses: All clauses you create will display the word EDIT next to them and can be edited at any time.
1. Click on EDIT
2. Modified necessary info
3. Click SAVE
Deleting Clauses: You can delete your Clauses.
1. Click on EDIT
2. Check the box in the upper right-hand corner, 
Delete Clause
3. Click SAVE
video:2015nj
lang:2021cs
youtube:2018jc