With our integrated Clause Manager, adding clauses to your forms and contracts has never been easier! Just search by name, or sort by category and you're off to the races! Check out the video below to learn more.
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VISUAL GUIDE
STEP-BY-STEP GUIDE
- Start on the form-filling page.
- When you click on a multi-line text field, a text window will open. You can manually type into this text window or click the + Add Clauses button to add a clause.
- Now, the Clause Manager will open.
- Use the Clause Manager to find and add the clauses you need:
- Search: Use the search bar to find a clause by name.
- Filter by Source: Click on the Sources filter to further refine your search by source.
- Filter by Clause Category: When clauses are created, they are assigned a category. When adding clauses, you can filter by category to refine your search. - Once you've located a clause, you will see a short preview of the text in that clause. You can click the eye icon to expand and view all of the text in that clause before adding the clause to your form.
- To select a clause, click on the checkmark icon to select the clause. Select as many clauses as you need and then click Add Clause(s).
- Now, you'll be taken back to the text window you first saw in Step 2. Use this text window to edit the clause text, if necessary.
- Click Save to save your changes and add the text to your form.
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