Adding Clauses to Forms
When editing a Smart Form, there are three ways to insert clauses:
- Click Add Clause in a clause field to insert a clause from your library
- create a new one by typing in your own clause
- upload an image or file in the clause section.
Add a Clause from previously saved clauses
- Click in the special stips section of the form, a window opens asking how you want to add your stips.
- Click Add Clause, to pull up the clause section and select the ones you want to add to your deal.
- Click Done. Your clause is added to the document.
Creating your Own Clause
If you would like to create your own clause, you may also type it in the box.
- Click Create New button in the Specials Stips box.
Click the Check icon to save.
In the clause section, there is a toolbar in the upper right, once entered clauses can be modified rearranged or deleted.
Edit | Double click on the clause, you can now type directly on the clause to make changes to the text. |
Action Clause | If a clause on a form is fulfilled, for example, one can click 'action clause' and pick a notice of fulfillment form out of the library to add it to the transaction. (not commonly used) |
Save | Save your Clause for future use. |
Delete | Remove the clause from your form. This option will only be available before any signatures/initials have been applied. |
Reorder | Use the arrows on the right side to move the clauses, rearranging the order in which they appear. |
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