- Concord Support Center
- Documents & Contracts
- Working in Concord
-
FAQs
-
Getting started
-
Reports
-
Integrations
-
Data & Analytics
-
Adding Users & User Roles
-
Product Updates & Enhancements
-
Collaboration & E-Signature
-
Users and Sharing
-
Billing and Subscriptions
-
Managing Your Preferences
-
Single Sign-On & Login Integrations
-
Documents & Contracts
-
Collaboration Functionality
-
Templates
-
Approval Workflows
-
Account Settings
-
Concord API
-
Salesforce Integration
-
Managing Your Documents
-
Automation Workflows
Insert Clauses from the Library
Insert a Clause from the Clause Library
- Click Edit (Clauses can be added from the clause library to documents created in Concord or Word Documents brought in through live editor mode.)
- Click Insert in the editing toolbar.
- Select Insert clause from the library
- In the pop-up, select a clause.
- Click Insert. The selected clause will appear in the document wherever your cursor has been placed.
- Note: Inserted library clauses will appear as plain text in read-only mode for all external guests viewing the document.
- In Edit mode for external guests, clauses will appear in an uneditable grey container.
- Creators and colleagues can view inserted clauses in the document but cannot edit the clause.
- If you update an inserted clause in the clause library from the Concord home page:
- The clause is updated in all templates that use it
- The changes are logged in the audit trail to identify who made the update