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Clause Library

The Clause Library allows you to centrally store and quickly insert text, graphics, fields, tables, and other items that you frequently use. Clause library items can be organised into logical groups or categories. Typical categories include Banking and Finance, Leasing, Property, and Wills.

Clauses can be saved as either corporate-wide or personal.

The master text for clause library items is stored in standard Word documents. Storing them in Word documents, rather than in a database, allows full control over the formatting and style of the clause library content.

Each separate clause library item is assigned a unique code. You insert a clause into a document or email by entering the code and then clicking the Clause Library button on the ribbon. In this respect, it is similar to the Office AutoText function. However, the I-Deal Docs clause library offers a number of advantages over Office’s AutoText, most notably:

  • search facility, with preview – useful when the clause code is unknown

  • variable prompting – clauses may contain prompting information for “variables” within the body text. A pop-up data-entry window will appear as the clause is inserted

  • personal clauses – existing content can be saved for reuse by highlighting text and activating a “capture-this” function

  • extended author / instructional / usage notes – each clause can optionally include detailed notes documenting your in-house intellectual property. Notes can be viewed on the search window

  • clause reports – reports can be generated showing details for each clause within a category. Authors can use these reports to dictate content

  • task pane – allows quick insertion of multiple clauses from the same category while still enabling free movement and typing in the document or email

  • category security – categories of clauses can be restricted so that they are visible only to employees in specific workgroups

  • usage statistics – monthly-level usage statistics can be recorded. Low usage of certain clauses may indicate the need for training or that the content is no longer relevant

  • no impact on startup – clauses are not stored in globally loaded templates, so they do not slow the startup of Word or Outlook.