In some cases, you have a common clause that you want to reuse throughout either multiple documents or transactions. These clauses can be saved when you work within your document for future use. Right-click the text field or multiline text field and select the clause and save as new clause options.
A popup will come out, and the clause will automatically fill in what is in your text field. Type in a name and press save to use it in the future.
If you have a blank text field that you want to fill in with a clause, you have two different options for using a clause. The first is using the Assign menu at the top left of the page. Select the clause you want to use, which will be inserted into the text field.
Additionally, you can do this from the right-click menu as well. Right-click the field and select Clause → Use a clause.
From here, select which clause you want to insert. It will show you a preview of the text it will insert into the textbox.
Press okay, and it will insert the text.
Creating clauses from within a transaction document will make them usable only for your account. If you are a manager and want to create a clause for everyone in an office or brokerage to use, please go to your user field setup and add a new Transaction Document Clause user field for everyone to use.
