Familiarise yourself with the Clause Bank from Smarter Drafter in under 10 minutes.
The Clause Bank feature from Smarter Drafter allows you to centralise your legal expertise in one convenient location, making it readily available to your team within Microsoft Word.
This tutorial series is designed to help you quickly familiarise yourself with this powerful feature, and you can complete it in under 10 minutes.
Topics covered in this article:
Installing the Smarter Drafter Word Add-In
Before you start using the Clause Bank you need to download and install the Smarter Drafter Add-in from the Microsoft Office store.
Find out more about Installing the Smarter Drafter Word Add-in.
Adding New Clauses
The Clause Bank allows for custom clauses to be added to your personal clause library, making it easy for you and your team to efficiently re-use and maintain clauses in one place.
NOTE: If you're on an Enterprise plan, you must first submit the new clause for approval. Read more about this process here.
Inserting Clauses
Whether you want to add a single line of text or a whole section to your document, the Clause Bank allows you to insert this content in a few clicks.
Submitting Clauses for Approval
Create new standardised clauses for yourself or for your team and save them into the Smarter Drafter Clause Bank in Microsoft Word.
NOTE: This feature is only available to subscribers on Enterprise plans.
Reviewing and Approving Submitted Clauses
All administrators have the ability to review and either approve or reject new clauses submitted by the team.
NOTE: This feature is only available to subscribers on Enterprise plans.