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Managing clauses

1 Adding a clause

  • Every clause must be added in the correct place in the document hierarchy.

  • The document hierarchy can be seen in the Outline tab on the left-hand panel

  • Buttons to create relevant clauses and subclauses are available under every applicable clause.

    • Buttons to create + CLAUSE AT SAME LEVEL, and + SUBCLAUSE are available under any applicable clause.

    • Terms and Definition clause

      • Buttons to create + SUBCLAUSE and + TERM ENTRY are available under the Terms and Definition clause.

      • Buttons to create + CLAUSE AT SAME LEVEL and + TERM ENTRY are available in the subclauses under Terms and Definition clause. 

      • Button to create + TERM ENTRY AT SAME LEVEL is available under a terminological entry.

    • Annex

      • Buttons to create + ANNEX AT SAME LEVEL and + SUBCLAUSE are available in the Annex section. 

      • Buttons to create + CLAUSE AT SAME LEVEL, and + SUBCLAUSE are available under the Annex subclauses.

    • It is also possible to create clauses and subclauses from the contextual menu of a clause in the Outline tab.

Selection

Action

...at the same level

Will add a clause at the same level as the one you are in.

Example: add a clause at the same level on clause 8 will add clause 9.

...at the level below

Will add a clause one level below the clause you are in. If there are existing children to the clause, the new clause will be added at the end.

Example: add clause at the level below on clause 8 will add clause 8.1.

Please note

  • It is not possible to:

    • add clauses and subclauses in

      • the Foreword,

      • in the Normative references clause

    • add a term clause at the same level as the main Terms and Definition clause.

  • Terminological entries can be inserted from anywhere in the document. The Term entry will automatically be added under clause 3 Terms and Definitions.

GIF showing creation of clauses using different options.

2 Removing a clause

  • To delete a clause, select the contextual menu (three dot "..." menu) of the clause or the contextual menu of the clause in the Outline and select Remove.

  • Mandatory clauses such as Foreword and Normative References cannot be removed.

Warning

When trying to delete a clause or a subclause containing an unresolved comment, a warning message will appear as follows:

Example unable to remove clause error message.

To proceed with the removal, you have two options:

  • Resolve comment

  • Reposition comment in another clause.


3 Re-ordering clauses

  • You can re-order clauses by dragging and dropping them in the Outline tab or by using the Move up, Move down, Move right, Move left options from the contextual menu of a clause.

Moving clause via contextual menu options.

Please note

  • It is possible to move a clause or alter its structure even if the clause has not been loaded. 

  • To know if a clause has been loaded or not, check the icon next to the clause in the Outline:

Clause loading status icon versus not loaded.

4 Duplicating a clause

Duplication of clauses can be done via the navigation pane by right clicking on the clause as follows:

Duplicate a clause.

OR from the contextual menu as follows:

Duplicating a clause via the contextual menu.

5 Deleting sections containing unsupported elements

Sections containing unsupported elements can be removed by right clicking on the section and clicking on Remove from the contextual menu:

Remove a section via the menu and right click options.

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