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Documentation
Documentation
Last Updated: 2025-10-03
Manage Clauses

Manage Clauses

Upload documents into Contract Management and Document Intelligence.
You can tag and associate clauses in Contract Management and Document Intelligence to save time, ensure compliance, streamline your contract review process, and support better management of contractual stipulations.
  1. Click
    Documents
    .
  2. Select the document that contains the clause that you would like to tag.
  3. Click
    Contents
    .
  4. Find and highlight the clause.
  5. Select:
    • Tag a Clause
       for PDF documents.
    • Edit > Quick AI
       for Word documents.
  6. In the
    Clause
     field, select or create a clause tag.
  7. From the
    Apply Sample To
     prompt, select:
    • This and other documents
      : Contract Management and Document Intelligence locates and tags the same clause across all current and future documents in your collection.
    • Only this document
      : Contract Management and Document Intelligence doesn't apply the tag to other documents.
  8. Click
    Save
    .
The newly tagged clauses are searchable within 30 minutes.
Use the Contract Management and Document Intelligence Search console to monitor and refine the tagged clauses.