3. Stacking the clauses

Now that you are familiar with the basics of the document assembly mode in ClauseBase, let’s start drafting our non-disclosure agreement.

Browse functionality

  • click “browse” in the operations panel.
  • Click  on the left-hand side of the prompted menu.
  • Double-click the “tutorials”“document assembly” and “clauses” folders.

This will lead you to the following screen:

From this screen, you can start looking for the perfect clauses. Let’s start by implementing some introductory clauses.

  • Double-click the “introduction” folder.
  • Select the “identification of the parties” clause.
  • Click the  icon and click in the prompted menu.

When you select a clause, you will see relevant information appear on the empty space beneath the browsing menu, allowing you to make an immediate decision on whether the clause is suited to your needs. This information includes the actual text of the clause, and may include a description and certain attributes like length, formality, and favoured party.

At this point, you will see the clause pop up on the interactive preview on the left-hand side of your screen. If you so choose, you can immediately start filling out variable information like party names and addresses in the allotted boxes. Keep in mind, however, that this is to be a template document and it is therefore not desirable to already fill out concrete information.

Repeat the exercise now for the clause titled “recitals” in the same folder:

  • Select the “recitals” clause.
  • This time, a purple  icon will appear alongside the green icon. Click the purple icon and click  to insert the clause below the clause identifying the parties.
The difference between the purple icon and a green icon is that using the purple icon will also implement a title given to that clause.

Search functionality

Browsing through your library is only one way to find the perfect clause. ClauseBase also comes built in with a powerful search engine that allows you to search on content, clause attributes, concepts, and location within the library.

Let’s try this, by clicking “search in the operations panel. You will be greeted with the following screen:

We will try to find a clause that sets out the confidentiality obligations of the parties. Type in “confidentiality” in the content bar and click .

This search query still leads to too many results to quickly pick out the right clause, so you must search in a more specific manner. Let’s add an attribute to narrow down the search results.

Click , then click the prompted   button and choose the option “mutual”.

Leaving the blue check-mark checked will mean that only clauses that have been designated as containing mutual obligations will be searched on.

When you click  again, you will see that the search results have been narrowed down considerably. Unless you turn off the option to show additional information (located under the search bar), you will also see the location and attributes of the clauses, allowing you to make a quick but informed decision on whether or not to use the clause. Either way, you will also see the content of the clause as well.

Let’s select the clause titled “mutual confidentiality obligations”. Click the purple  icon next to the title and select .

Notice the  icon next to the newly inserted clause. This icon indicates that alternatives to this clause are available and can be easily implemented. Clicking the icon will reveal a shortlist of potential alternatives which can be clicked to immediately replace the existing clause.

In the interactive preview on the left-hand side of the screen, you will see that the clause is struck through in red. This means that it is currently not enabled. We will come back to enabling this clause later.

In the meantime, go back to your search query but this time, unselect the blue check-mark next to “mutual” to search for clauses are explicitly designated as not mutual in nature. Then hit “search” again. Find the clause titled “unilateral confidentiality obligations“. Click the purple icon and select .

The unilateral/mutual confidentiality obligations clauses are alternatives of each other, as you can see if you click the alternatives icon next to them. We are nonetheless including both of them in the document because they are mutually exclusive: if the condition that is currently disabling the mutual confidentiality obligations clause is activated, the unilateral confidentiality obligations clause will be disabled instead. More on that later.

Non-disclosure agreements traditionally also feature a standard set of exceptions to the confidentiality obligations. To find a clause containing these exceptions, start by removing the attribute filter by pressing the icon . Then, search for “confidentiality exceptions” in the content bar. You should find the following two clauses from among your search results:

  • a clause titled “exceptions to confidentiality obligations”
  • a clause titled “mandatory disclosure (exception to confidentiality obligation – short)”

Follow the same procedure as you did for the previous clauses to insert these clauses into the document.

Adding the remaining clauses

To add the remaining clauses, it is best to return to the browse tab of the operations panel and navigate to the tutorial clauses folder again:

Here, you see that you can still add clauses on

  • return of confidential information;
  • term and termination;
  • liability;
  • boilerplate provisions; and
  • signatures.

Add them now using the techniques set out above. You will note that:

  • Two clauses on return of confidential information are alternatives of each other (so you should only choose one for your contract).
  • Three clauses on term and termination are alternatives of each other (so you should only choose one for your contract);
  • The liability clause on accuracy of confidential information can be considered optional.
  • The folder on boilerplate provisions features a “title clause” which has only a title and no content body and which can be recognised by its distinct green highlight and “T-icon” . These title clauses make it easier to group disparate provisions under a single heading. Follow the instructions below to indent the boilerplate clauses under this title clause.
  • The folder on boilerplate provisions also features two clauses related to assignment. For now, only choose the one titled “assignment not allowed”. We will come back to this later.

There are two ways to indent the boilerplate clauses under the boilerplate title:

  1. Click the purple  icon and select . Then select the clause in question by clicking on it on the left-hand side of your screen (it will be highlighted in blue), and then use the right indentation arrow () in the document toolbar to position it as a sub-clause of the clause above.
  2. Select the clause on the left-hand side of your screen under which you want to position the new clause as a sub-clause (in this case the boilerplate title clause). Click the purple icon and select .

Saving the document

Now that you have assembled all the clauses, it is a good time to save your document. Before you can save the document, you should give it a file name:

  • Click on the file tab in the operations panel.
  • Navigate to  in your personal library.
  • Give your document a name, such as “tutorial NDA”.

To save the document, you can click  inside the file tab of the operations panel. Alternatively, you can also click  in the document toolbar.