Add Existing Clauses to a Clause Library

When you create clauses at the template, you can either specify the clause text and have HotDocs immediately add the clause to the clause library (see Create Clauses at the Template and Add Them to the Library), or you can manually add the clauses at a later time.

If you are adding clauses to a library that resides in a template library, you can only add clauses that have already been created for that specific clause library. (For example, maybe you have deleted a clause from the library list and you want to re-add it.)

To add an existing clause to the clause library

  1. Open the clause library for editing. (See Open and Close a Clause Library.) The Clause Library dialog box appears.
  2. Click Add. The Add Clause dialog box appears.
  3. Click the Select clause drop-down button and select the clause you want to add.
  4. Enter a new title for the clause in the Title field, or accept the suggestion HotDocs makes. (If you entered one, HotDocs uses the title you suggested when you created the clause component. If you later decide you want to change the title, select the clause in the clause library and click Properties. Make your change at the Item Properties dialog box.)
  5. Optionally, enter a description in the Description field. The description, along with the title, appears in the Properties pane of the clause library window.
  6. Click OK. The clause is added to the clause list in the library.