Overview
Users can access the Clause Library from within the LinkSquares Finalize add-in for Microsoft Word.
This functionality allows users to more efficiently draft contracts using their preferred tool and language.
Process
All Word add-in users can view and insert global clauses. Only Administrators can create new clauses and access private clauses.
Note: Clauses cannot be edited or deleted from the Word add-in.
To learn more about modifying clauses within the LinkSquares web app, reference our article on Clause Library.
Viewing Clauses
To view the clauses stored within your Clause Library, click the menu icon.
Select Clause Library.
The Clause Library consists of overarching categories that contain clauses pertaining to the chosen category. For example, an organization may choose to have a category that stores the various payment terms clauses used in their agreements.
Select a category from the list to view the associated clauses.
Private clauses are marked with a lock icon within their associated category. Only Administrators are able to see private clauses. If a category only contains private clauses, it will appear empty to non-Administrator users.
Use the search bar to find a specific clause category, individual clause by name, or individual clause by the language contained within the clause.
Click on a relevant clause to view the clause language and any associated notes.
Inserting Clauses Into Agreements
To add a clause from the Clause Library to an agreement, click Insert after opening the relevant clause.
A modal will appear to confirm that you want to place the clause at the current position of the cursor.
Click Insert to place the clause into the document.
Creating New Clauses
Administrators can use relevant text from a Word document to create a new clause within the Word add-in Clause Library.
To begin, highlight the relevant text within the Word document.
A panel of icons will appear at the bottom of the Word add-in. Select the rightmost icon to create a new clause using the selected text.
The Add New Clause panel will appear with the selected text outlined in the Highlighted Text field.
Note:
- The Highlighted Text field cannot be edited and does not preserve the formatting of the text as it appears within the Word document.
- There is a 1500-character limit for clauses created within the Word add-in.
Enter a name for the clause in the Clause Title field.
Enter any notes that should be stored alongside the clause in the Note field.
Select the category in which the new clause should be stored from the Clause Category Name drop-down. Enter the name of the desired category into this field to filter the drop-down options.
You can also create a new clause category by entering a new and unique category name in this field.
Optionally, enable the Private toggle to limit the visibility of the clause to only Administrators. This toggle is disabled by default, meaning the clause is global and visible to all users.
Click SAVE once complete.
Alternatively, click Cancel or the X icon to discard the new clause.
Note: Clauses created from within the Word add-in will also be available within the web app and vice versa.