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Clause-Sets: The easiest way to create 'standard' documents (and non-standard ones as well)

Views: 3474 Created: 05/22/2012 08:53 am Last Updated: 08/30/2013 05:37 pm 0 Rating/ Voters

    If you use 'building blocks' to create your documents, the question will eventually arise: "Do I have to select every clause every time? Surely there must be an easy way to build my standard Wills, Agreements, pleadings, etc."

    And the answer is "There is! Clause-Sets." 

    Clause-Sets are tables containing the names of the individual building blocks that comprise any standard document. They are easy to create. You can name them with very descriptive names. 

    Once created, you select just the Clause-Set (instead of the 5 or 20 or 50 individual components).

    And keep this in mind: a change made to a single 'building block' which may be referenced in several Clause-Sets will carry forward into all future documents. No need to change all templates. Just change the one clause and you are done.

    The specific steps to create a Clause-Set are outlined in this section of the Manual

    By the way,  don't think that Clause-Sets are limited to just standard documents. Got a complex contract? Use existing Clause-Sets as the starting point. Then add the 'complexities' once you have the base assembled. Or, use Clause-Sets to help you to remember the myriad of clauses for your most complicated of documents. There is no limit to the uses of Clause-Sets.