This section covers the following topics:

• Updating Folders

• Adding Clauses to Folders

• Removing Clauses from Folders

• Deleting Folders

Updating Folders

You can update folders. During the update, you can:

• Change folder name and description

• Add clauses

• Remove clauses

Steps

To update folders:

1. Navigate to the Folder page.

   Navigation: Library > Folders tab

2. Search for the folder that you want to update. For more information, see the Searching for Folders section.

3. In the Result section, click the Update icon for the folder that you want to change. The system opens the folder for update. You can:

   • Change the name and description

   • Add clauses

   • Remove clauses

Adding Clauses to Folders

You can assign one clause to more than one folder.

Steps

To add clauses to folders:

1. Navigate to the Folder page.

   Navigation: Library > Folders tab

2. Search for the folder that you want to update. For more information, see the Searching for Folders section.

3. In the Result section, click the Update icon for the folder to which you want to add clauses.

4. Click Add Clauses to open the Search Clause page.

5. Enter the search criteria for the clause. Note that you can add clauses of any status to the folder. The system does not maintain references to a specific version of a clause when it is added to a folder. When you browse a folder to select clauses on a contract template or contract, the appropriate version will be selected on the template or the contract.

6. Click Go to view the search results.

7. Select the clauses that you want to add.

8. Click Apply to add the clauses to the folder.

9. Click Save or Apply to save your changes.

Removing Clauses from Folders

Use these steps to remove a clause from a folder.

Steps

To remove clauses from folders:

1. Navigate to the Folder page.

   Navigation: Library > Folders tab

2. Search for the folder that you want to update. For more information, see the Searching for Folders section.

3. In the Result section, click the Update icon for the folder that you want.

4. In the Clauses section, select the check box for the clause that you want to remove.

5. Click Remove.

6. Click Save or Apply to save your changes.

Deleting Folders

You can delete any folder from the Folders library.

Steps

To delete folders:

1. Navigate to the Folder page.

   Navigation: Library > Folders tab

2. Search for the folder that you want to delete. For more information, see the Searching for Folders section.

3. In the Results section, click the Delete icon for the folder that you want to remove.

4. Click Yes to confirm.