Adapt & Insert vs Insert as-is

When you drop a pre-approved clause into a counterparty’s draft, the wording rarely lines up. Your clause says “Supplier” and “Confidential Information”; their contract says “Provider” and “Proprietary Information”. You insert the clause, then spend a few minutes finding and replacing every term by hand so it reads as one consistent document.

The Word plugin gives you two ways to insert a clause, and the choice is exactly that trade-off. Adapt & Insert rewrites the clause’s terminology to match the open contract before it lands. Insert as-is drops the original text in unchanged.

The same two buttons appear in both places you insert a clause from inside Word:

• Preferred clauses on a playbook review position. When you expand a position, its suggested fallback language carries Adapt & Insert and Insert as-is for each suggestion.
• The clause library (Clauses). Expand any clause and you get the same pair.

In both cases the buttons act on the clause you’ve expanded and insert at your current cursor position in the document.

Adapt & Insert sends the clause to Pactly, which reads the open contract, works out its parties and defined terms, and rewrites the clause to use them. The adapted text is then inserted at your cursor.

It changes terminology, not substance. Typical edits:

• Party names. “Supplier” becomes “Provider”, or a generic role becomes the actual party name used in the draft.
• Defined terms. “Confidential Information” becomes “Proprietary Information” if that’s the term the contract defines.

The button’s tooltip states it plainly: “Automatically adjusts terminology to match this contract.” When it finishes, the plugin shows what it changed (for example, “Adapted and inserted: Supplier → Provider”). If the contract has no clear parties or defined terms to map onto, the clause is inserted unchanged and the plugin notes the clause was inserted with no adaptations needed.

Insert as-is places the clause’s original text into the document with no changes at all. Its tooltip reads “Inserts the original text without any modifications.” Use it when the clause is already worded for this contract, or when you want the exact approved language untouched.

When in doubt on a counterparty draft, Adapt & Insert is the safer default: it saves the manual find-and-replace, and if there’s nothing to adapt it behaves like Insert as-is anyway.

The plugin degrades gracefully rather than failing:

• No terminology to map. If the contract has no clear parties or defined terms, the clause is inserted unchanged and the plugin notes the clause was inserted with no adaptations needed.
• Not enough document text. When you insert from the clause library into a document that has very little text and no linked contract, there’s nothing to adapt to, so the clause is inserted as-is.
• Adaptation unavailable. If the rewrite can’t complete, the plugin falls back to inserting the original text and tells you so. You’re never left without the clause.

• Running a Playbook Review: where Preferred clauses and their insert buttons appear
• Using the Clause Library: browse, search, and insert pre-approved clauses
• Pactly Word Plugin overview: what the plugin does and how to get started
• Signing in to Pactly: how to sign in to the plugin before you start