Basic Clause Author Tutorial

Part 4: Assembling clauses

We will now take a look at adding clauses using the second menu for clause creation: assemble document.

This menu is particularly useful when you are drafting a contract in ClauseBase from scratch while also inputting the clauses for the first time, since this menu immediately allows you to show what the clause looks like in its interactive preview. That way, you can immediately check whether the clause was written correctly and correct any mistakes on the spot.

Creating a new document

Start by switching to the Assemble document menu at the top of your screen.

Create a new document by clicking on the  at the right side of your browser-screen. You will now see a screen similar to the following:

  • 1 — document toolbar, to apply various changes to clauses
  • 2 — document preview, including the currently included clauses and the document title
  • 3 — operations panel, which is used to insert clauses and make general changes to the document

Inserting the first clause

Let’s search for our introduction to the parties clause using a simple text search.

  • Make sure that the search language is set to English.
  • Enter introduction to the parties in the box next to Content.
  • Click on , then .
  • In the window that appears, navigate to your personal library, and click on the  button. This makes sure that only clauses that are stored somewhere in your personal library, will be found.
  • Click on the  button of the panel.

Only one clause should be found that is effectively stored in your personal library folder, and contains the two words introduction and parties in its English content. You should therefore see a search result that is similar to the following:

Click on the  next to introduction to the parties. Because your document is currently empty, either of the two options in the menu that appears (insert as first clause of document / insert as last clause of document) will have the same result, so feel free to choose whatever you want.

The purple plus icon   allows you to insert a clause together with its title (if any title is available). For our current purposes, we do not want such title to appear above the introduction to the parties, hence the use of the .

The document at the left side of your screen will be updated, and should now show:

The blue bar at the left indicates that the clause includes datafields, so is not entirely static, while the yellow boxes indicate that relevant data-fields have not been filled in yet. We will come back to that later.

Creating a clause in the assemble document menu

Let’s start by creating a clause concerning the employee’s function.

  • Click the icon at the left-hand side of the operations toolbar.
  • Choose Library clause from the popup-menu.
  • In the dialog box that is shown, navigate to the clauses folder you created earlier in your library, and click to select that folder.
  • On the right-hand side of the screen, a new tab under the operations toolbar will have popped up (Edit) along with a new, empty clause.

After having completed these steps, creating a clause follows the exact same pattern as it does for clause creation under the browse files menu. Since we are currently creating a clause surrounding the function of the employee, you can insert the following information:

  • File name: function of the employee in English, fonction de l’employé in French
  • Content title: Function in English, Fonction in French.
  • Content body: add the following English & French content:
1. #Employee is engaged in service by #employer in the capacity of #position^function.
1. #Employé est <engagé: employé> par #employeur en qualité de #position^fonction.

In French, you will need to indicate under “problems” that engagé is used as a verb, instead of an adjective or noun.

When you have done all that, click to see the clause appear in the interactive preview.

Note that the clause appeared at the bottom of the document. If you have already selected a clause when you create and insert this clause, it will appear below the selected clause.