How to use the Draft Tab

authorDOCS provides you with a central ClauseBank to store your firm’s standard clauses. Using the Draft Tab allows you to add new clauses to your ClauseBank, as well as manage and view your existing clauses right in Microsoft Word. Setting up a well organised ClauseBank enables you to draft and review contracts more efficiently with authorDOCS.

Follow along with this video or follow the steps below

Setting up your ClauseBank

The draft tab lets you capture, tag, use and share your playbook across the organization.

Browsing
You can view all the clauses saved in the ClauseBank by clause type, document type or by tags. Use the "view by" filter to view only your saved clauses (mine), or organizational clauses (team). You can search for specific clauses by using the apply filters search bar.

Capturing clauses
To capture new clauses when working in documents, simply highlight the clause you want to capture, go into the Draft Tab and click on the "Create clause" tab. Give the clause a title, click the plus button to add the text and then enter in any tags you want to give the clause. Once you click save, this will be added to your ClauseBank.

Note: McCarthyFinch can bulk upload existing clauses into the ClauseBank for you, in addition, we can extract clauses from your standard documents for review and upload.

Tags
Tags let you describe, find and manage your clauses effectively, as well as help author suggest relevant clauses when reviewing contracts. By default, any clause that you save is private to you, however, A "super-user" (admin) can apply a "team" tag to a clause for this to be shared across a team or the organisation.