How to organize and filter my clause library?

The clause library is a collection of clauses that allows you to store models of clauses that are accessible and reusable on DiliTrust. All users with the necessary access rights can access, add and delete elements of the clause library.

>> Learn how to create your clause library with our dedicated article.

Organize your clause library through the filters and create a view with the tags to only see the variants that you need.

In this article, learn:

• How to use the filters?
• How to use the tags?

How to use the filters?

The filter allows you to search quickly among the different clause types, a specific clause type.

Enter the name of the clause you are looking for. It will only show the clauses that are saved in the clause library. To search for the clauses present in your contract, use the DiliTrust advanced search. Learn more about it in the dedicated article.

You can also search by impact level. First, identify in your clause library, impact levels for your clause variants. It allows the artificial intelligence to identify in your documents impacting clauses and uses the clause variants in your clause library as references.

To filter by impact level:

• Click on the drop-down list
• Choose an impact level
  • No impact
  • Medium impact
  • High impact

Chooses to filter depending on several impacting levels (high and medium, for example), to only see your clauses with those impact levels. Click once more on the selected impact level to delete the filter.

Learn more on how to identify impacting clauses in the dedicated article.

How to use the tags?

Add tags to your different clauses to find them more quickly.

Learn more on how to create tags in the dedicated article.

Tagging your clauses allows you to sort them in the clause library. You can create filters and display only clauses with specific tags in your clausier.

For example, if you have tags according to the fields of activity, language, and you want to find all your French clauses concerning logistics. The filter will allow you to find all the clauses corresponding to your search.

Create filters with the tags and save the view to find them more easily the next time you open your clause library:

• Click on add a filter
• Choose the tags of your choice

To delete a tag, click on the cross next to its name.

To save your filter:

• Add all your filters
• Click on save the view
• Name the saved view

To retrieve a global view of the clausier:

• Click on the green arrow next to the view name;
• Automatically, the panel will find the 'Global View'.

Afterwards, if you wish, you can retrieve the different views created:

• Click on the green arrow next to 'Global View';
• A drop-down list shows all the views created;
• Choose the view of your choice.

You can edit a view by selecting it:

• Add or remove a filter to the view you wish to modify;
• Click on 'Save View' ;
• Choose between 'Update this view' or 'Create a new view' depending on your needs.

To delete a created view or change the name:

• Click on the 3 dots to the right of the view name;
• Choose to 'Rename' or 'Delete' the view.