NOTE: The Clause Library feature can only be used if a Playbook has been setup for the agreement that you're negotiating.

The Clause Library is a collection of your most frequently used clauses, and is designed to streamline the contract negotiation process. You can use the Clause Library feature to directly insert your clause, or generate markups of the counterparty’s clause language so that it is consistent with your clause's legal position.

A) To generate a compromise clause, follow these steps:

Click the Clause Library option in the Home Page of the Playbook you've selected.

In the Clause Library, select the clause you wish to use.

When you select a clause, Ivo will try to automatically detect this clause in the document. If Ivo is unable to find the clause or has not made the selection that you are looking for, you can manually select the clause in the document yourself.

To generate a compromise clause, decide which standard or fallback option you want to use and select the Generate suggestions button to begin generating suggestions for how the counterparty’s language can be updated to conform with the legal position in your chosen option.

1. Click the Clause Library option in the Home Page of the Playbook you've selected.
 
 
 
2. In the Clause Library, select the clause you wish to use.
 
 
 
3. When you select a clause, Ivo will try to automatically detect this clause in the document. If Ivo is unable to find the clause or has not made the selection that you are looking for, you can manually select the clause in the document yourself.
 
 
 
4. To generate a compromise clause, decide which standard or fallback option you want to use and select the Generate suggestions button to begin generating suggestions for how the counterparty’s language can be updated to conform with the legal position in your chosen option.

You can accept or reject suggestions by selecting the toggle switch next to each suggestion. You can also edit suggestions by clicking into the body of the text.

Once you have decided on which suggestions you want to preserve, selecting the Apply button will generate a “surgical” redline of the counterparty’s clause that incorporates your chosen suggestions, selectively making additions and deletions to the counterparty’s language.

Once the redline is generated, update the document by either:

1. Clicking on the Apply button to apply the suggested markups to the document.
2. Clicking on the Apply with Word Comment button to apply the suggested markups to the document, as well as Word comments to summarize the reason for the revision.

1. You can accept or reject suggestions by selecting the toggle switch next to each suggestion. You can also edit suggestions by clicking into the body of the text.
 
2. Once you have decided on which suggestions you want to preserve, selecting the Apply button will generate a “surgical” redline of the counterparty’s clause that incorporates your chosen suggestions, selectively making additions and deletions to the counterparty’s language.
 
 
 
3. Once the redline is generated, update the document by either:
 1. Clicking on the Apply button to apply the suggested markups to the document.
 2. Clicking on the Apply with Word Comment button to apply the suggested markups to the document, as well as Word comments to summarize the reason for the revision.

B) Alternatively, to insert your clause language verbatim instead of creating a compromise clause, you'll want to:

Either click the cursor where you'd like to insert the new clause in the agreement, or highlight the clause you'd like to fully replace with it.

You can then select the clause from your Clause Library that you'd like to insert, and click the Insert button after choosing the standard or fallback version of your desired clause.

1. Either click the cursor where you'd like to insert the new clause in the agreement, or highlight the clause you'd like to fully replace with it.
2. You can then select the clause from your Clause Library that you'd like to insert, and click the Insert button after choosing the standard or fallback version of your desired clause.

Be sure to check out the other <a href="https://support.ivo.ai/en/collections/8173059-how-to-use-ivo-s-features">Ivo features that you can utilize in our support pages</a>.