Category
- Getting started
- Create and send documents
- Workflow
- Negotiation
- Content Library
- Account Settings
- Manage your team
- FAQ
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
- Select the clause or text you want to add to your content library
- Go to the toolbar on the right and click on the Library icon
- Click the “Add” button to include a content in your library
- Give a title to your content
- 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
- Click on the button at the top right to create a new clause
- Name the clause
- Choose your status (When the status is inactive the clause is in “draft” mode, so only you can see it)
- Choose the language
- Lock or not the clause (Your teammates won’t be able to edit this item in the created documents)
- Choose the folder where you want to add your new clause
- 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.
Created: July 1, 2019