The Clause Library in SpotDraft is a powerful tool that helps you streamline your contract creation process by providing a central repository of commonly used clauses and fallback options.
This guide will show you how to access and use the Clause Library to quickly add clauses to your contracts, ensuring consistency and efficiency.
Who is this guide for?
This guide is for SpotDraft users who are editors or suggesters on contracts, meaning those who have the authority to modify or add clauses to agreements.
Why is the Clause Library important?
- Consistency: The Clause Library helps ensure that your contracts use consistent language and phrasing for similar clauses, reducing the risk of errors and inconsistencies.
- Efficiency: Instead of retyping common clauses every time, you can quickly insert them from the library, saving you time and effort.
- Fallback Options: The Clause Library includes fallback clauses that you can use when your standard clauses are not acceptable to the counterparty, providing flexibility during negotiations.
How to Access and Use the Clause Library:
- Navigate to the Clause Library:
- You can access the Clause Library in two ways:
- Using the keyboard shortcut: Press Command + K (Mac) or Control + K (Windows) and type "Clause Library".
- Through the "Manage" menu: Go to Manage > Contract Attributes > Clause Library.
- You can access the Clause Library in two ways:
- Adding a Clause:
- Click "Add Clause": Click the "Add Clause" button at the top right corner of the Clause Library.
- Enter the clause name: Type the name of the clause you want to add.
- Add Tags (optional): Select tags to categorize the clause, making it easier to find later.
- Add a Note (optional): Provide any additional information or context about the clause.
- Enter the clause text: Type or paste the text of the clause into the box provided.
- Click "Add": Click the "Add" button to save the new clause to the library.
- Using the Clause Library:
- Search for clauses: Use the search bar at the top of the Clause Library to find specific clauses.
- Insert clauses: Click on the clause you want to add to your contract. The clause will be inserted into the contract at the current cursor position.
- Copy and paste clauses: Click the "Copy" button next to a clause to copy it to your clipboard. You can then paste it into your contract.
Important Notes:
- The Clause Library is a shared resource. Any clauses you add will be available to other users in your workspace.
- You can edit or delete clauses in the Clause Library. Click the three-dot menu button next to a clause to access these options.