With the Clause Manager, you can save commonly used text for easy use later by preventing the need to retype the same thing over and over. Saved clauses work in interactive documents. Each time you begin to type a saved clause in an interactive text field, a dropdown will appear with a match for you to complete the text. If you are attached to a team or brokerage, admins may add clauses that they have shared with you to use.
Click the icon second furthest from the right at the top the page to take you to the templates section.
Look for Clauses in the left-hand list, beneath Tasks.
Click +New Clause in the blue bar, to the right of your screen.
Create your new clause by typing in the information you wish to save and populate in a document each time. Click the Add button when finished.
Note: Clauses can be added one of two ways into a document text field. They can be manually added by:
Note: Clauses can be added one of two ways into a document text field. They can be manually added by:
1) selecting the clause icon with a text field selected, or
2) by beginning to type the clause. Only clauses that will fit within the currently selected text field will be suggested.
You can update a clause at any time but once added to a document the update will not apply.
You can update a clause at any time but once added to a document the update will not apply.
Click on the 3 vertical dots to the right of a saved clause to edit or delete it.