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Conga Support

Create Clause Types

Clause Types allow you to group clauses by assigning a type to each clause. You can filter by Clause Type when adding clauses to clause bundles.

To create clause type:

  1. Navigate to the Clause Types tab.
  2. Click New.
  3. In the Clause Type Name box, type a name. For example: Payment or MSA.
  4. Click Save.

Repeat steps to create all necessary Clause Types.

You can add additional Clause Types later if necessary.