> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-contract-manager/user-guide/managing-contract-clauses.md).

# Managing Contract Clauses

CRM Contract Manager includes a built-in **Clause Library**, allowing reusable clauses to be maintained independently and attached to contracts as required. Clauses can be edited or new clauses can be created at any time.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FQtebjKCAsbQrjRF9iXtR%2FClause.png?alt=media&amp;token=ff718b10-2b9e-4494-854a-321db899fd3b" alt=""><figcaption></figcaption></figure>

**Create a Clause**

To create a new clause:

1. Right-click **New** from the Sage CRM menu.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FK7Etv02mVbk68Galp3by%2FNew%20Clause.png?alt=media&amp;token=b624bad8-d501-4664-9921-a5ba288455f3" alt=""><figcaption></figcaption></figure>

2. Select Clause.
3. Enter the required information.
4. Save the clause.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FJ7SzSE6o1CCG0mP4ff0f%2FCreate%20Clause.png?alt=media&amp;token=44e46aee-385a-4077-a9bd-a95b1cbc3f5c" alt=""><figcaption></figcaption></figure>

The following information is maintained for each clause:

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">Field Name</td><td valign="top">Description</td></tr><tr><td valign="top">Name</td><td valign="top">The name of the Clause</td></tr><tr><td valign="top">Editable</td><td valign="top">If the clause can be edited when attached to a Contract</td></tr><tr><td valign="top">Reference</td><td valign="top">A reference number for your numbering convention</td></tr><tr><td valign="top">Note</td><td valign="top">Any note you may wish to add. For internal use.</td></tr></tbody></table>

**Attach Clauses to a Contract**

Contract clauses are created by copying clauses from the Clause Library into a contract.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F6gxwbeyonIkD6QJ6EAKi%2FLibrary.png?alt=media&amp;token=09f98c64-7933-453c-a959-62023af397b6" alt=""><figcaption></figcaption></figure>

To attach a clause:

1. Open the required **contract**.
2. Navigate to the **Clauses** tab.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FBrTlbgnvv0CN2R0nbblV%2FSummary.png?alt=media&amp;token=f09880d0-95b1-4c0d-a1a7-4a21bb080c64" alt=""><figcaption></figcaption></figure>

3. Click Attach Clause.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FttqN1l1M8jeUehvE5kBf%2FAttach.png?alt=media&amp;token=49e4d987-d3a3-423e-bced-806f987195e8" alt=""><figcaption></figcaption></figure>

4. The Find Clause screen displays the **Clause Library**.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FNxkLyvS5Dlm8NvpuIK69%2FClause%20Library.png?alt=media&amp;token=6c3174fb-17ad-436d-ab8e-acec7591f40b" alt=""><figcaption></figcaption></figure>

5. Select the required clause.

A copy of the selected clause is attached to the contract and becomes available under the **Clauses** tab. Changes made to the attached clause affect only that contra

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FrnENC90Z5HEK4telLIKO%2FClauses%20Tab.png?alt=media&amp;token=fd124e55-491f-435a-a60e-31c02f03dbeb" alt=""><figcaption></figcaption></figure>
