Adding a Clause to an Existing Contract
1/5
What you should know:
Contract Clauses are note classes, configured by your system administrator, added to a contract to allow you to include additional contractual statements, while still being able to use a more general document template for the main contract document. When adding a clause to an existing contract, you can:
- Add a new clause
- Copy a clause from another contract
+ Add a Clause
+ Copy a Clause
Click a + to begin a step-by-step tutorial.
Adding a Clause to an Existing Contract
2/5
Add Clause
Click Add Clause. In the Add Clause drawer, select the appropriate, preconfigured clause from the Class field. Click Save to add the clause to the contract.
Click + to begin a step-by-step tutorial.
Adding a Clause to an Existing Contract
3/5
Copy a Clause from a Contract
To copy a specific clause, or multiple clauses, from another contract, Select Copy Clause from Contract.
Click + to begin a step-by-step tutorial.
Adding a Clause to an Existing Contract
4/5
Copy a Clause from a Contract
This opens the Advanced Search- Contracts modal. Search for and select the event with the clause(s) to copy and click Select.
Click + to begin a step-by-step tutorial.
Adding a Clause to an Existing Contract
5/5
Copy a Clause from a Contract
The Advanced Search Contract Clauses modal opens and displays all clauses within selected contract. Select the clause(s) to add to your contract and click Select.
You are returned to the Edit Contract page, where you can view the copied clause on the contract.
Click + to begin a step-by-step tutorial.
Note
The clause title and text will auto-populate. While editable, it’s recommended to keep the administrator-approved language to ensure proper protection.
Adding a Clause
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Created on February 16, 2026
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Transcript
Adding a Clause to an Existing Contract
1/5
What you should know:
Contract Clauses are note classes, configured by your system administrator, added to a contract to allow you to include additional contractual statements, while still being able to use a more general document template for the main contract document. When adding a clause to an existing contract, you can:
+ Add a Clause
+ Copy a Clause
Click a + to begin a step-by-step tutorial.
Adding a Clause to an Existing Contract
2/5
Add Clause
Click Add Clause. In the Add Clause drawer, select the appropriate, preconfigured clause from the Class field. Click Save to add the clause to the contract.
Click + to begin a step-by-step tutorial.
Adding a Clause to an Existing Contract
3/5
Copy a Clause from a Contract
To copy a specific clause, or multiple clauses, from another contract, Select Copy Clause from Contract.
Click + to begin a step-by-step tutorial.
Adding a Clause to an Existing Contract
4/5
Copy a Clause from a Contract
This opens the Advanced Search- Contracts modal. Search for and select the event with the clause(s) to copy and click Select.
Click + to begin a step-by-step tutorial.
Adding a Clause to an Existing Contract
5/5
Copy a Clause from a Contract
The Advanced Search Contract Clauses modal opens and displays all clauses within selected contract. Select the clause(s) to add to your contract and click Select.
You are returned to the Edit Contract page, where you can view the copied clause on the contract.
Click + to begin a step-by-step tutorial.
Note
The clause title and text will auto-populate. While editable, it’s recommended to keep the administrator-approved language to ensure proper protection.