Making Local Clauses Global or Editing Global Clauses Locally

If you decide that you may want to re-use a local clause you can turn it into a global one by publishing it to the clause library. The main impact is obviously that if you change the global clause it will update any templates, including the original one, where it is used.


You cannot actually make a global clause local because the clause may be included in many different  templates, but you can add a global clause to a template and then sever the link so that the clause inside the template is no longer global. You an modify it individually without affecting either the global clause from which it came or any of other templates that use the global clause. Any changes made to the global clause are no longer applied.

»To make a local clause global

    1. Open the contract type where your local clause was created.
    2. Click the Document Template button on the toolbar to open the Document Template Editor.
    3. Select the clause in the left pane.
    4. Click the Publish to Library button in the right pane. The local clause is changed to a global one.

»To save a global clause locally

    1. Open the contract type where you want the clause to be edited locally.
    2. Click the Document Template button on the toolbar to open the Document Template Editor.
    3. Select the clause in the left pane.
    4. Click the Edit Locally button on the toolbar in the right pane. The clause in the current template becomes local and can be edited and saved separately from the global clause.