1
Click Add Clause
On the Clause Bank screen, click Add Clause in the top right. The New clause dialog opens.
Building Your Clause Library
This article covers building and maintaining your Clause Bank: adding a clause in the web app, clipping one from a document in Word, organizing with tags, and finding what you need. For what a clause is and who can edit it, see Your Clause Library. For inserting clauses while you draft or review in Word, see Using the Clause Library.
Add a clause in the web app
Section titled “Add a clause in the web app”Open Clauses from the left menu to reach the Clause Bank screen. This is the full list of your organization’s clauses, with a search box and tag filters above it.
Step 1 of 6
2
Enter a clause title
Type a Clause Title of 3 to 64 characters. A consistent naming convention pays off later: many libraries use "Area - Description", for example "Confidentiality - Return or Destroy".
3
Add the clause text
Type or paste the clause wording into the body. Basic formatting (bold, italic, underline) is kept; other styles are stripped so the clause stays clean when inserted.
4
Add a default comment, if useful
Use the optional Default Comment field for a note that should travel with the clause whenever it is inserted, such as "Review for compliance". It becomes a comment on the document at insert time.
5
Add tags
Add tags in the Add a tag (and press Enter) field so the clause surfaces under the right filters. Tags are the only way clauses are grouped, so tag deliberately.
6
Click Create
Save the clause. It joins the bank immediately and is available to insert in both the web app and the Word plugin.
Step 1 of 6
To change an existing clause, click it in the list, edit any field, and click Save. To remove one, open it and delete it. Both actions need manager or administrator access.
Clip a clause from a document in Word
Section titled “Clip a clause from a document in Word”When you come across good language in a document that isn’t in the bank yet, you can save it without retyping. In the Pactly Word plugin, Clip captures the text you’ve highlighted and pre-fills a new clause with it.
Step 1 of 3
1
Select the text in the document
Highlight the clause text in Word first. A near-empty selection is rejected, so select the full clause.
2
Click Clip
Open the Clauses screen in the plugin and click Clip at the top. The New clause dialog opens with the selected text already in the clause body.
3
Add a title and tags
Give the clause a Clause Title, add tags, and optionally a Default Comment. Then click Create to add it to the bank.
Step 1 of 3
To start a clause from scratch in the plugin instead, use Add next to Clip, which opens the same dialog empty. The full Word clause flow, including inserting clauses, is covered in Using the Clause Library.
Organize with tags
Section titled “Organize with tags”The Clause Bank has no folders. Tags are the only way clauses are grouped, so a consistent tag scheme is what keeps a growing library usable. Many teams tag by contract area and legal topic, for example a “Confidentiality” or “Liability” tag, so a reviewer can filter to the handful of clauses that apply.
Tags accept letters and spaces only. Numbers and punctuation are rejected, so a tag like ISO 27001 or NDA-2024 won’t be accepted; use Confidentiality or Data Protection instead.
Find a clause
Section titled “Find a clause”Two controls narrow the list, on both the web app and the Word plugin:
- Search. Type in the search box. It matches both clause titles and clause text, so a phrase like
30 days noticefinds clauses that contain it even if the title doesn’t. Search needs at least 3 characters. - Filter by tag. Click a tag chip to show only clauses carrying that tag.
Search takes precedence over tags: while there is text in the search box, the tag filters are ignored. Clear the search box to filter by tag again. The list is sorted newest first.
Related
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