LogoLogo
ClausesDatafieldsSpecial FunctionsStylingQ&AAPI
  • Welcome!
  • Getting started
    • What is Clause9?
    • Structuring your clause library
    • Structuring your clauses
    • Drafting modes in Clause9
    • Creating a questionnaire
    • Sample clauses
    • Videos
      • Concepts and datafields
      • Conditions
      • Q&As
      • Binders
      • Styling
      • Enumerations
      • Tables
      • Definitions
      • Snippets
      • Cross-references
      • Special functions
      • Examples of common clauses
      • Import clauses from MS Word
      • Grammatical conjugations
      • Action buttons
      • Alternative clauses
  • Assemble document
    • Document toolbar
    • Clause hierarchies
    • Focus Mode
    • Bulk generation of documents
    • Exporting documents
    • Assemble Document - FAQ
    • How to: Assemble Document
      • Insert images
  • Assemble Document Operations Panel
    • Operations panel
    • File pane
    • Edit pane
    • Document pane
    • Binder pane in the operations panel
    • Search pane
    • Browse pane
    • Terms pane
    • Data dashboard
    • Advanced pane
    • Styling pane
    • Miscellaneous pane
    • Visibility settings & actions menu
  • Binders
    • Binders: general
    • Styling cross-references to subdocuments
    • Global and local definition lists
    • Document and binder properties
    • Styling of a Binder versus subdocuments
    • (Un)locking documents in a binder
    • Binders - FAQ
    • How to: binders
      • Make a subdocument in a binder conditional
  • Clauses
    • Introduction to clauses
    • Clause structure
    • Grammar sheet
    • Writing conditions
    • Examples of conditions
    • Using codes instead of text fragments
    • Bold, italic and underline
    • Special codes
    • Enabled?
    • Links
    • Cross-references
    • Introduction to tables
    • Deviating table styling
    • Shrinking clauses
    • Action buttons
    • Enumerations
    • File position
    • Snippets
    • Parameters
    • Conjugations
    • Mixing data types
    • For-loops
    • Clause versioning
    • Abstract article references
    • Advanced multi-language features
    • Clauses - FAQ
    • How to: clauses
      • Create an ad-hoc clause
      • Create a library clause
      • Make a clause repeat
      • Make a paragraph within a clause conditional
      • Use a shortcut to refer to a concept
      • Insert a line break or page break
      • Creating a list with both predefined options and free input
      • Defining alternative clauses
      • Creating cross-references
      • Creating signature blocks
      • Creating advanced party introduction clauses
      • Automatically numbered annexes or schedules
      • Reuse any clause in a different context
      • Setting MS Word document properties
      • Add action buttons to clauses
      • Electronically signing documents
  • concepts
    • Introduction to concepts
    • Creating concepts
    • Concept labels
    • Links
    • Organising concepts
    • Concepts - FAQ
    • How to: concepts
      • Add predefines to a datafield
  • Datafields
    • Introduction to datafields
    • Types of datafields
    • Rules of thumb for using datafields
    • Data-expressions
    • Datafield aliases
    • Datafield labels
    • Datafield special tags
    • Datafield descriptions
    • Repeating list datafields
    • Datafield predefines
    • Datafields - FAQ
    • How to: datafields
      • Change datafield type
      • Change the datafield's name or alias
  • Definitions
    • Introduction to definitions
    • How to: definitions
      • How do definitions work?
      • Create a definition
  • Files
    • How files are organised
    • Browse files
    • File types
    • Custom styling
    • Legal comments
    • File description
    • Attributes
    • Reporting
    • File name
    • File category
    • Access rights
    • How to: files
      • Creating advanced folders
      • Naming your files
      • Shortcuts to folders or files
  • Q&A
    • About cards
    • Cards pane
    • About changes
    • Changes pane
    • Types of changes
    • Adding conditions
    • Question options
    • Copying & pasting answers
    • Comments, notes & documentation
    • Interactive Q&A inspection
    • Embedding questions into a document
    • “Changes” button
    • Batch create pane
    • Identifiers pane
    • Import pane
    • Edit clauses pane
    • Q&A options
    • Q&A - FAQ
    • How to: Q&A
      • Create predefined answers to a question
      • Add disclaimers
      • Create categories of questions
      • Modify the exported filename
      • Create a question to change the language of a document
      • Send a questionnaire to someone without a ClauseBase account
      • Create questions for repeating list datafields
      • Selecting legal entities & addresses
      • Create a questionnaire using "batch create"
      • Launch other Q&As
    • Leveraging ClauseBuddy Smart Templates in Clause9
  • Import
    • Introduction to importing clauses
    • Uploading clauses
    • Defined terms in Import mode
    • Datafields in Import mode
    • Cross-references in Import mode
    • Assigning folders
    • Conversion process
    • Exporting
    • Stashing intermediate results
    • Tips, tricks & limitations
  • Styling
    • Styling overview
    • Base styling
    • Numbering
    • Definitions styling
    • Enumerations styling
    • Locale styling
    • References styling
    • Page styling
    • Styling of a Binder versus subdocuments
    • Styling: tips and tricks
    • Advanced styling topics
    • Copying headers and footers from an MS Word file
    • How to: styling
      • Using custom fonts
      • Change bullet styling
  • Special functions
    • Introduction
    • Calculations
    • Concepts
    • Conditions
    • Conjugations
    • Content Control Elements
    • Datafields
    • Dates & durations
    • Languages
    • Lists
    • Numbers
    • References
    • Repeating (looping)
    • Special items
    • Text structure
    • Text modification
    • User
    • Q&A
  • Settings
    • Account
    • Preferences
    • Access bundles
    • Favourites
    • Saved searches
    • Saved datafields
    • Styles
    • Default styles
  • Admin
    • General
    • Users
    • User rights
    • Profiles
    • Groups
    • Styles
    • Default styles
    • Attribute models
    • Usage page
    • Custom homepage
    • Global placeholders
    • Access rights
    • How to: admin
      • Adding a new user
      • Disabling a user
      • Managing group memberships
  • Miscellaneous
    • Advanced tips & tricks
    • Typing special symbols on your keyboard
    • Shortcuts
    • Grammar style guide
    • Inserting MS Word files
    • Globo-panel
    • Creating high-quality documents
    • Excel calculations and lookups
  • Integrations
    • Overview
    • Spreadbases
    • E-signing documents
    • Drag & drop integrations
  • For developers
    • Clause9 API
    • Custom functions
    • Example custom functions
Powered by GitBook
On this page
Export as PDF
  1. Getting started

Structuring your clause library

PreviousWhat is Clause9?NextStructuring your clauses

Last updated 1 year ago

There are three levels to Clause9 clause libraries:

  • an organisation-wide library that is accessible to every user of the customer’s company / law firm, even if some users may not have editing rights

  • a group-based library for, for example, different departments or cross-departmental practice groups that can only be seen and accessed by members of the group

  • a private library that is only accessible to an individual user

Deciding how to structure your clause libraries and where to put your clauses is a strategy that will have to be decided at administrator-level. The following is a list of important questions that need to be asked at the outset in that regard:

  • Is it your intention to make certain clauses available and usable across the entire organisation? Or will you be creating separate silos for different departments? (See also the ).

  • Who will have the responsibility to vet clauses that enter the organisation-wide library or group-wide library?

  • Who will be given which access rights? Can everyone access and edit? Or are editing rights limited to a group of more experienced users?

It is important to assign the proper roles to the right people so that the entire organisation is aligned on how to use Clause9.

FAQ on the viability of such wide sharing