Category

Use of the Content Library

With the Content Library you will no longer need to create each time your clauses or to copy/paste them from your Drive.

They will be at your disposal in your content library ready to be reused as many times as you want!

Available in plan: Professional

There several ways to add clauses to your content library:

Add an item to your library from existing content

  1. Select the clause or text you want to add to your content library
  2. Go to the toolbar on the right and click on the Library icon
  3. Click the “Add” button to include a content in your library
  4. Give a title to your content
  5. Select the different options you want for this item
  • Active / Inactive status: (when the status is inactive the clause is in “draft” mode)
  • Editable / Read (the user can not edit this item in created documents)
  • Language5. Select the different options you want for this item
    • Active / Inactive status: (when the status is inactive the clause is in “draft” mode)
    • Editable / Read (the user can not edit this item in created documents)
    • Language

     

  • You can choose the folder where you want to add your new clause
  • Then click on the Add button

Create a new library item from the library list

  1. Click on the button at the top right to create a new clause
  2. Name the clause
  3. Choose your status (When the status is inactive the clause is in “draft” mode, so only you can see it)
  4. Choose the language
  5. Lock or not the clause (Your teammates won’t be able to edit this item in the created documents)
  6. Choose the folder where you want to add your new clause
  7. Click on the Add button

Add a clause in one of your templates

  • When creating your templates, click on the Library icon in the toolbar on the right.
  • Look for your clause.
  • Next, select the place where you want to add this clause in your template and click on it to add it to your document.

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