Click on the Clause Library Icon to access your Organization's standardized clause language.
Use the predefined filters to filter through your Favorites, Teams, and Personal clauses.
You can use the Search option to filter through clauses. Your clauses have Tags / Keywords that are searchable.
These Keywords can be seen at the bottom of the Clause in the list view or below the Clause name in the detailed view. In this example, searching for highlighted words will show the highlighted Liability clause.
Guidance Notes can be seen in the detailed view of the Clause. These are notes from your playbook and can be anything you want them to be to guide the user.
Insert Clauses directly into your contract by pressing the Plus button.
Editing and Creating Clauses from Within ReviewAI
You can also edit and create clauses from within ReviewAI.
Editing:
- Once in the Clause Library, find the clause you wish to edit and click on the Pencil icon.
- When you are finished, click Save.
Create:
- Once in the Clause Library, click the blue Plus sign on the bottom.
- Fill in your fields:
- Clause Type: The type of clause you are creating.
- Clause Name: A unique name for the clause.
- Clause Text: The actual wording of the text.
- Guidance: Any notes you want to leave for whoever uses the clause.
- Document Types: The type of contract you would use this clause on.
- Keywords: A way to help filter and search for clauses.
- Click Save.