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Clause Library
Your Woodpecker Clause Library
Your Woodpecker Clause Library

Store frequently used clauses in your Clause Library so you can easily create, reuse and share them with your team.

George Karmelich avatar
Written by George Karmelich
Updated over a week ago

The Woodpecker Clause Library is a simple, smart, and secure way to share and manage your firm's standard clauses. Using a clause library to generate frequently-used language prevents users from wasting valuable time locating and/or manipulating clauses used in previous documents.

Ensure your team is using only firm-approved, standardized language by building out your clause library today!

Key Features

  • Only the user who originally authors a clause may change the name or delete it.

  • All users on your team have access to view, edit and utilize any clause in the clause library, within any template.

  • Compatible with folders

  • Note: Each clause has a limit of 25,000 characters for the text content, and 100 characters for the title. This character limit applies to HTML tags used in Rich Text Clauses as well.

Create a clause

Creating clauses is fast and easy. 

  1. To create a new clause, navigate to the Clause Library homepage by clicking on the Menu icon located on the top-left of the application homepage. 

  2. From here, choose the "Clause Library" option from the dropdown.

  3. Click "Add a clause"

  4. Provide a name for your clause

  5. Enter your clause content. Please note that there are currently two types of clauses: Multiline text and Rich text. Rich text clauses allow you to create custom styling for your clauses, independent of the overall formatting in the document itself. You can toggle between the options by clicking on the caret icon on the right, above the clause content input box.

  6. Click "Save"

Insert a clause

Inserting clauses is even faster and easier.

  1. On the main application homepage, you will see a small icon on the right side of Single Line Text and Rich Text fields. 

  2. Clicking this icon renders a dropdown menu that lists all the clauses in your Clause Library. 

  3. Simply select the clause that you want to insert. 

  4. Insert the field into your template at the position you want, if not already inserted. 

  5. Click "Populate" on the bottom of the main application homepage and your clause text will be inserted into the template. 

Edit or delete a clause

Only the original clause creator may delete a clause, but any user on the team can edit its contents.

Editing a clause will cause any templates that utilize that clause to insert the most up to date version of the clause the next time the template is populated. This includes templates being populated with the multi-populate feature.

  1. To edit or delete a clause, navigate to the Clause Library homepage. 

  2. From here, find the clause you wish to edit or delete. 

  3. Hover your cursor over this clause. You will see a pencil icon and a trash bin icon appear on the right of the field. 

  4. Click on the pencil icon to edit or the trash bin icon to delete. If you do not see the icons appear when hovering, you are not the clause creator. and therefore cannot edit or delete it. Contact the creator of a clause if you wish to make a change to the clause.

"Shared" clauses

If you are not the original creator of a clause, you are not able to rename or delete it. These clauses are denoted by the "shared" icon, as seen below.

Soft Carriage Returns

The Clause Library supports soft carriage returns. Soft carriage returns are often used in Word documents to create new lines without copying the formatting from the previous line. To insert a soft carriage return, simply insert the code <vt> in the desired location from within a Multiline text clause.

  

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