Table of Contents:
What is Clause Library?
The Clause Library is an easy way to quickly search for and access precedent language to add to a document from an existing library of precedent documents.
It will save you time trying to search for clauses or language you've used before in other documents. Using the Clause Library allows you to search through the precedent documents you have uploaded in your library to quickly find and add any language from precedents you want to repurpose in your document.
Clause Library Video:
How to Search Your Clause Library:
The Clause Library allows you to upload precedent documents to easily repurpose language in future documents. To access it, go to the Settings bar to the left of the Assistant tab.
2. To start searching your Clause Library for language to find and repurpose from other documents, click on Search Clause Library. NOTE- make sure to upload documents to your Clause Library before your first search. See instructions below.
3. Type in the keyword or clause name you want to find in the search box
4. You can filter the results by clicking Filter and selecting the folder you want to search from.
5. Spellbook will then search your Clause Library of precedent documents you've uploaded and show you any language that matches your search. You can save your favourite language/clauses by clicking on the Bookmark icon.
6. You can also remove any of the search results that aren't relevant by clicking on the Delete icon. NOTE- it will not delete from your Library, it is simply removing this search result from your screen.
7. You can see which file it comes from at the bottom so you can quickly reference if it is appropriate.
8. To insert this language into your document and repurpose it, click Draft.
9. Make any changes to the language, update terms by clicking on the text box and changing it.
10. Select where in the document you want to apply this language.
11. Then click Insert at Cursor to add it to your document.
How to Upload Documents To Your Clause Library:
12. To add documents to your Clause Library, go to the Settings bar
13. Click "Clause Library"
14. Create a new folder to organize your documents by clicking New Connection
15. Determine who should have access to your Library folder, mark is as Personal if it's just for you and Organization if you want it accessible by the team.
16. Once you have your folder set up, you need to upload any documents you want referenceable. Click on the Upload button.
17. Click "File" and upload any files you want in your Clause Library. Once uploaded, you're ready to start using the Clause Library to search for the key language you want to repurpose.
Have questions? Reach out to Spellbook's Support at Success@spellbook.legal