Clauses

The Clauses pane allows you to track key clauses in a contract. You can add Clauses from the Additional Information pane of the Lease home page.

1. Navigate to a Lease home page.

2. Scroll to the Clauses pane.

3. In the toolbar of the Clauses pane, click Add.

   The pane expands to display a form.

4. Using the Type drop-down menu, designate a type for the Clause.

5. In the Description field, enter the description for the Clause. This can be a text excerpt from the contract.

6. Complete the Page # and Paragraph # fields for the Clause using the page number and paragraph number from the contract.

7. Use the Linked Document drop-down menu to select a linked document from the Lease Library.

   Linked documents allow you to open a document directly from the Clause pane of the Lease home page. Clicking the document's name takes the user directly to the page of the contract which corresponds to the Clause.

   In order to be linked, the document must already exist in the Lease Library.

8. When the form is complete, click Save. The Clause appears in the Clauses pane of the Lease home page.

By clicking the menu stacks button next to a Clause, you can edit or delete a Clause as well as add a Note or view its Log.