Creating clauses from within a transaction document will make them usable only for your account.


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. 

Click the 3 dots next to a text field and select the Clause and Save as New Clause.




Create a New Clause 

  • Enter the Title
  • Edit the Clause (if needed)
  • Click Submit




If you have a blank text field that you want to fill in with a clause, click the 3 dots > Clause > Use a Clause.



From here, click the arrow to the right of Choose to select which clause you want to insert. It will show you a preview of the text it will insert into the textbox.

Press Submit, and the clause will be inserted.


Creating clauses for your entire Brokerage to use (Brokerage Managers only)


If you are a manager and want to create a clause for everyone in an Office or Brokerage to use, please go to:


Setup > User Fields > Brokerage User Fields or Office User Fields



Next Click View for Transaction Document Clause.



Click Add Item, enter Item Text, (the Unique Field Code will be automatically generated), enter Clause, and Save.