Using the Clause Library

When you need standard language for a clause, copying it from an old contract is slow and risky: you never quite remember which version was the approved one. Your clause library holds your organization’s pre-approved language, and the Clauses screen in the Pactly Word plugin lets you search it, drop a clause straight into the open document, and save new ones, without leaving Word.

The library itself is created and managed in the Pactly web application. From Word you can browse, insert, and save clauses; editing and deleting are available if your role permits.

Open Clauses from the plugin home screen. There are two ways to narrow the list:

• Search. Type in the Search clauses… box. Results filter as you type and match both clause titles and clause text, so a phrase like 30 days notice finds clauses that contain it even if the title doesn’t.
• Filter by tag. Tags appear as chips above the list. Click one to show only clauses carrying that tag. If there are more tags than fit, +N more tags expands the full set.

Searching takes precedence over tags: while there is text in the search box, the tag chips are ignored. Clear the search box to filter by tag again.

Click a clause title to expand it and read the full text before you insert. A comment icon next to a title means the clause carries a default comment, a note that travels with it when you insert.

Position your cursor in the document where the clause should go, expand the clause, and choose how to insert it.

The two insert buttons differ only in whether the AI rewrites the clause to match the document:

• Insert as-is places the clause’s original text at your cursor, unchanged. Use it when the clause is generic, or when you want to edit the wording yourself afterward.
• Adapt & Insert sends the clause to the AI, which adjusts its terminology to match the contract you’re working in (for example, rewriting Supplier to Provider to match the document’s defined terms) before inserting. Use it when the clause references party names or defined terms that differ from this contract’s.

Either way, the inserted clause is ordinary Word content. You can edit party names, amounts, dates, and notice periods directly in the document afterward.

When you come across good language in a document that isn’t in your library yet, you can save it without retyping. This needs a role with permission to create clauses.

To start a clause from scratch instead of from a selection, use Add next to Clip, which opens the same dialog empty.

The search returns nothing. Check spelling and try a broader term. Your organization may not have a clause for that topic yet, in which case clip one from a trusted document or add it in the web app.

Adapt & Insert is greyed out. The document doesn’t yet have enough text for the AI to adapt against. Link the document to a contract, or use Insert as-is and adjust the wording yourself.

The clause inserts in the wrong place. Insertion follows the cursor. Click in the document at the target position first, then insert.

No Add or Clip buttons. Saving clauses is permission-gated. If you only see browse and insert, your role can use the library but not add to it; ask an administrator to add the clause for you.

• Pactly Word Plugin overview
• Running a Playbook Review
• Using AI Chat
• Word quick start