Deleting and Inactivating Clauses

Objective

After completing this lesson, you will be able to delete clauses in the Clause Library.

Clause Deleation

A clause can be deleted from the Clause Library if it is no longer used or if an administrator wants to prevent its use in any subsequent contract documents.

Procedure

Follow the steps below to delete a clause from the Clause Library.

  1. Select the clause link and choose Delete, or
  2. Select the clause link, choose View Details, and then select ActionsDelete on the Clause Details page.

If a clause is deleted from the Clause Library but is still used in a template:

  • The clause is not immediately removed from the template.
  • The clause type is changed to Library (Deprecated) to indicate that the clause is no longer acceptable.

Note

If the template owner does not remove the deprecated clause, any contract workspaces created from the template after the clause’s deletion will include the clause, marked as Template (Deprecated).

If a clause is deleted from the Clause Library but is still in use in any contract workspace (published or not):

  • The clause is not removed from the workspace.
  • The clause type is changed to Library (Deprecated).
  • To remove the clause from the workspace, the contract author must delete it manually.

Note

Users who delete clauses from the Clause Library should notify relevant template owners and, if necessary, contract authors that the clause is being deprecated. The Search feature can help identify where the clause is currently used.

Inactivating clauses

Administrators can also inactivate clauses if they want to prevent contract authors from using them while retaining them for future reference. Inactivation is also useful if changes need to be made before reactivating the clause.

To inactivate a clause from the Clause Library, choose the link for the clause and select Inactivate.

The differences between inactivating and deleting a clause from the Clause Library are:

  • A clause must be published to inactivate it.
  • You can reactivate an inactive clause, but you cannot restore a deleted clause.
  • If you delete a clause from the Clause Library, the system no longer lists the clause in the library. If you inactivate a clause, the system continues to list the clause in the library with the type Template (Inactive).

Screenshot depicting the clause dropdown menu where clause administrators can choose to delete or inactivate a clause.

Lesson Summary

  • To delete a clause, select it and choose Delete or View DetailsActionsDelete.
  • Deleted clauses become Library (Deprecated) in templates and contract workspaces but must be removed manually.
  • Notify template owners and contract authors of clause deprecation using the Search feature to find the clause's usage.
  • Inactivating a clause keeps it in the library as Template (Inactive) and allows reactivation; deleted clauses cannot be restored.