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How to Use New Clause to Search Library

E
Written by Eileen Lichtenstein
Updated over a week ago

What is the Library?

The Library, accessible via the settings icon (the pancake icon in the top left) or via the "New Clause" function, is your go-to resource for frequently used precedent language.

With the Library, you can easily upload your own custom clauses for quick access, or explore Spellbook’s built-in library to find the right clause and insert it into your document in seconds.

You can use New Clause to search Library for your document clauses.


How to Use New Clause to Search Library

1. The second way to find clauses is through "My Library." This will search up clauses in from your customized library.

Your library houses all the clauses that you've uploaded into Spellbook.

2. You can manage your library in two ways:

  1. Under the "Manage Library" button in "New Clause"

  2. In the settings (pancake icon on the top left), under "Data Sources," you can also access your library there

3. Whichever way you choose, it will open up a page like this.

4. You can click on "New Folder" to create a new folder and upload new documents, if you'd like to add to your library.

There will be three options for you to choose from. You can choose to:

  1. Connect to OneDrive

  2. Connect to Dropbox

  3. Upload documents from your computer

5. If you'd like to add to an existing folder, click on the folder.

6. Click on the "Plus" icon to upload more documents into that folder.

7. Once you're ready to search up clauses in your library, go back to "New Clause," enter the clause you'd like to search.

8. Spellbook will pull up all clauses from your library related to the clause you've searched up. If you'd like to use a clause, select "Use Clause," and follow Steps 6-11.

9. If you're looking for a particular clause in general, you can use the "filter" icon to sort by your Library folders.


Have additional questions? Contact our Support team at Success@spellbook.legal for more assistance.

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