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Conga Support

Adding a Clause

You can add a contract clause to your Clause Library to provide easy access to language that is often used in creating, renewing, or negotiating your company's contracts.

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A

Navigation Toolbar

Click on My Place to display the menu, and then click on Clauses to display your Clause Browse screen.

B

New Clause button

Click to display the Clause Profile Edit screen.

Note: If the New Clause button is not in your Clause Browse screen, you do not have the permission to add clauses.

My Clauses5

C

Clause Name field

Enter a descriptive name for the new clause.

D

Clause Description field

Enter a description of the new clause.

Note: If the text you enter exceeds the viewing area of the field, click the Expand link to display a window that will allow you to view the text in its entirety.

E

Clause Type list

Select an option in the list that most accurately describes the type of clause you are adding.

F

Clause Category list

Select an option in the list that most accurately describes how the clause you are adding should be categorized.

G

Clause Security list

Select the level of security for the clause. Security levels for clauses are linked to user roles. If you want all users to view the clause, select the lowest security level or do not make any selection in this field. If you want only power users to view this clause, select a high security level.

H

Clause Text field

Paste the text for the clause into the field, or type the information into the field.

I

Formatting toolbar

Use the formatting options, as needed. You can bold, italicize, and underline text, as well as add bullets and numbering. The Icon Undo and Icon Redo icons are used to undo and redo changes to the text.

J

Save button

Click to save your information and add the clause to your Clause Library.

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