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.

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.  

Download 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 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.

Download Multiple Clauses 

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.

Restore an Older Version 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 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.