Add a Clause 

1. Select the Admin tab at the top of the page.

2. Select Clause Library from the left panel.

3. Click New Clause at the top-right of the Clause Library page.

4. Enter the details in the fields of the New Clause form.

5. To enter the clause language from right to left, click  from the Language section. To change the direction to left to right, click from the Language section.

6. Type the clause language in the Language section. You can format the text by using the text formatting options in the Language section.

7. To insert Document Fields, click Insert Fields from the Language section, then choose a field from the list of System Fields, or add a new custom field by clicking Add Custom Field.

8. To add an alternate clause, click Add Alternate Clause, then type the language by following steps 5 and 6.

9. Click Create once you've finished adding the required clauses.

Note:

 

By default, the clause that you add first will be the standard clause, and the other clauses that you add will be alternate clauses.

 

You can manually set an alternate clause as the standard clause during clause creation. To do so: 

1. Hover along the alternate clause that you wish to set as the standard clause.

2. Click More  next to the clause name.

3. Choose Set as Standard Clause.

 

 

System Fields 

System fields will contain each contract's unique contract-related and contracting party's data. The system field data will be sourced from your Zoho Contracts account. For example, if the system field named Party A in a contract represents the organization, then the name and address details will be sourced from the Organization Info.

The following table explains the system fields available in Zoho Contracts while creating a new clause.

Custom Fields  

Custom fields are user-created fields that you can use to capture any contract-related specific data while authoring the contract. You can also assign a default value to them in the clause library. For example, a custom field called Mode of Audit in the Regular Data Audit Process clause can indicate whether the audit can occur online or in-person.

 

The following table explains the custom field types available in Zoho Contracts.

Custom Field Type	Description
Text	To create an input field that contains text data. A maximum of 255 characters are allowed.
Date	To create an input field that contains a date value. The input format for the date value is MMM dd, yyyy. Here,  MMM indicates the month in short form (e.g., Jan)  dd indicates the date value with a leading zero for single digit (e.g., 01)  yyyy indicates the year value (e.g., 2022)
Number	To create an input field that contains a numerical value. You can also choose an option on whether to include  decimal values. A maximum of 255 digits are allowed.
Currency	To create an input field that contains a currency value. The currency of the organization will be applicable.
Dropdown	To create an input field that contains a value selected from a dropdown list.
Percent	To create an input field that contains a percentage value. You can also choose an option on whether to include  the decimal values.
Phone	To create an input field that contains a phone number.
Email	To create an input field that contains an email address.

To add a custom field:

1. Select the Admin tab at the top of the page.

2. Select Clause Library from the left panel.

3. Click to open the clause that you wish to edit.

4. Click More  on the respective clause, then choose Edit.

5. Click Insert Fields from the Language section, then click Add Custom Field.

6. In the Add Custom Field dialog box, select the field type, enter the field name and a default value as per needs.

7. For the Number and Percent field types, you can check the Allow Decimal Values checkbox to allow decimal values as input.

8. For the Dropdown field type:
   

   1. Enter each of the options in the Option fields.

   2. Click Add  and Remove  to add and remove options.

   3. Hold and drag the options to change their order of appearance.

   4. Check the List options in alphabetical order checkbox in Add Custom Field window to list the options in alphabetical order.

   5. To add options in bulk, click the Advanced dropdown in Add Custom Field window, then select the Bulk Add option. In the dialog box that pops up, enter all the options line by line, check Replace the existing options checkbox if you want to replace the existing dropdown options with these new options, then click Add and Insert.

   6. To copy all options, click the Advanced dropdown in the Add Custom Field window, then select Copy Options to Clipboard option.

9. Click Add and Insert. 

Note: 

1. To edit the default value of a custom field in a clause in the clause library, select the clause, click More , then choose Edit. Click Insert Fields from the Language section of the Edit Clause window, search or scroll to find the custom field, hover the mouse pointer over it, then click Edit .
   
2. You can also set the default value for each custom field at the contract type level. To learn more, see Creating Contract Types and Building Templates.
   

Edit a Clause 

1. Select the Admin tab at the top of the page.
   

2. Select Clause Library from the left panel.

3. Click to open the clause that you wish to edit.

4. To edit the language in the clause, click More  on the respective clause, then choose Edit.

5. Change the language and the title as per your requirements, then click Update.

6. To edit the value in a clause details field, click next to the respective field in the Clause Details panel on the right.

7. Change the value as per your requirement, then click Update.  
   

1. Select the Admin tab at the top of the page.

2. Select Clause Library from the left panel.

3. Click to open the clause in which you want to set an alternate clause as the standard clause.

4. Click More  on the alternate clause that you wish to set as the standard clause, then choose Set as Standard Clause.

1. Select the Admin tab at the top of the page.

2. Select Clause Library from the left panel.

3. Click to open the clause that you wish to duplicate.

4. Click More at the top-right corner.

5. Choose Duplicate.

6. Enter the name of the new clause and click Save.

You can find the duplicated clause in the Clause Library.

Tip: You can also duplicate a clause directly from the clauses list page in the Clause Library. Click More next to the name of the clause that you want to duplicate, then choose Duplicate.  

1. Select the Admin tab at the top of the page.

2. Select Clause Library from the left panel.

3. Click to open the clause that you wish to download.

4. Click More at the top-right corner.

5. Choose Download.

6. Choose the format, then click Download.  

Tip: You can also download a clause directly from the clauses list page in the Clause Library. Click More next to the name of the clause that you wish to download, then choose Download.

1. Select the Admin tab at the top of the page.

2. Select Clause Library from the left panel.

3. Check the clauses that you wish to download.

4. Click Download at the top.

5. Choose the format and the downloading option.

6. Click Download.  

Delete a Clause 

1. Select the Admin tab at the top of the page.

2. Select Clause Library from the left panel.

3. Click to open the clause that you wish to delete.

4. Click More at the top-right corner.

5. Choose Delete.  

Tip: You can also delete a clause directly from the clauses list page in the Clause Library. Click More next to the name of the clause that you want to download, then choose Delete.

1. Select the Admin tab at the top of the page.

2. Select Clause Library from the left panel.

3. Click to open the clause that you wish to restore.

4. To view the list of versions of a clause language, click More  on the respective clause language, then choose Version History.

5. To view the language in a specific version, click on the version in the Versions panel on the right.

6. Click Restore at the top-right corner to restore the version.

Create a Copy of a Clause Language 

1. Select the Admin tab at the top of the page.

2. Select Clause Library from the left panel.

3. Click to open the clause in which you wish to create a copy of a clause language.

4. Click More on the clause language whose copy you wish to create.

5. Choose Create a Copy.

6. Change the title and the language, if necessary, then click Save.

You can find the copy as one of the alternate clauses.  

Delete a Clause Language   

1. Select the Admin tab at the top of the page.

2. Select Clause Library from the left panel.

3. Click to open the clause in which you want to delete a clause language.

4. Click More on the clause language that you wish to delete.
   

5. Choose Delete.