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Add Clauses to Draft State or Clause Library

Add Clauses to Draft State or Clause Library

After you are satisfied with the clause drafted by Contracts AI, you can move the clause to the draft state and save the clause to the clause library.

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, Professional, and Developer Editions
USER PERMISSIONS NEEDED  
To create and edit document clauses

Contracts AI Clause Designer

AND

Contracts AI User

AND

Prompt Template User

AND

NLP Service

AND

Scoring Framework Admin

To add clauses to the clause library Clause Designer User
  1. Click + to add the clause as a draft.
    The drafted clause moves to the clause draft state when you click the plus sign.
    The selected clause moves to the clause draft state. This action doesn't add the clause to the clause library.
  2. Review the draft clause.
    Review the clause that you moved to the draft state and then edit, delete, or add the clause to the library.
    Use generative AI to draft multiple clauses and move them to the draft state. By doing so, you can integrate multiple draft variations of a clause into one clause set, simplifying the process of creating a comprehensive range of clause variations. With one click, you can then populate the entire clause set with these diverse variations in your clause library.
  3. After adding several clauses into the clause draft state, saving the draft requires designating one clause as the main clause, with the remaining clauses automatically categorized as alternate clauses.
  4. You can perform any of these actions.
    1. Edit the clause.
    2. Delete the clause.
    3. Add the clause to the clause library.
  5. To add the clause directly to the library, click Save to Clause Library.
  6. Click Save.
    To view the recently added clause, find and select the Document Clauses from the App Launcher.
 
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