Assigning Clauses to Folders in the Library

A folder may contain several clauses. You can assign a clause to one or more folders, from the Update Clause page.

Clauses are assigned to folders at a clause level not at a version level. In other words, users need not reassign clauses every time a new version of the clause is created; once established, the folders will always carry the clause.

Note: You can delete folders in the Library. If this is done, the system automatically removes the folders from the Clause Folders subtab in the Clauses form.

You access the Update Clause page when you perform one of the following operations:

Prerequisites:

You must have defined the folders to which you want to associate the clause.

Steps:

  1. Open a clause for update.

  2. Click the Clause Folders subtab.

  3. Click Add Another Row.

  4. In the Name field, enter the folder name. You can also use the flashlight icon to search and select the folder name (see Searching for Folders in the Library).

  5. Click Save or Apply.

See Also: