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How to Access and Manage Your Library

How to use the Clause Library to find and repurpose language from precedent documents

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Written by Sarah Beatty
Updated yesterday

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.


Watch a Video Tutorial


How to Access Your Library

1. There are two ways to access your clause library:

The first way is via the settings icon on the top left.

2. Click on "Library" under Data Sources

3. The second way is by going to the "Draft" tab.

4. Click on "New Clause"

5. Click on the drop-down menu underneath the textbox.

6. Click on "Manage Library." This will open up your Library.

7. Once your Library is open, you can create a "New Folder" to upload new documents.

8. Or you can click into an existing folder (if applicable) and upload additional documents into that folder.

9. To search your Library, go back to the main menu, and go to the "Draft" tab.

10. Click "New Clause"

11. Type in the clause you'd like to search for.

12. Make sure "My Library" is selected in the drop down.

13. Click the arrow key to search.

14. Spellbook will then pull up all the clauses related to your search.

15. If you'd like to see only certain clauses, you can click no the Filter icon to select specific folders in your Library to search from.

16. If you'd like to use a clause, click on the "Use Clause" button

17. This will open up a window, where you can edit the clause if you'd like.

18. Clicking on "Auto-adjust" will edit the clause according to the tone and style of your current document.

19. Click "Reset" to revert the clause to the original language.

20. Click "Copy to Clipboard" to copy the text to your clipboard.

21. Click "Insert" to insert the clause at your cursor.


Have questions? Reach out to Spellbook's Support at Success@spellbook.legal

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