Adding content to library during review
Custom clauses and notations created during document review can be added directly to the library for reuse in future reviews.
How do I add content to the library?
When reviewing a document:
- Create a custom clause or notation
- Look for the green "Add to clause library" button at the bottom of the entry's card
- Click the button to add the entry to the library
Where can I add content from?
Content can be added to the library from:
- Custom clauses on the Special Conditions tab
- Custom notations on the Title Search tab
When does the Add to Library option appear?
The "Add to clause library" button appears when:
- The user has library access
- The entry is custom (not from library)
- The entry has not been added to library
What happens when content is added?
When added to the library:
- The entry is set as active
- All content is transferred including:
- Report title
- Report text
- Comments
- Risk level
- Recommendations
- For notations, the plan type is set to match the current document
- The entry is immediately available for use in other reviews
- No tags are initially assigned
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