Content Setup: Mergeable Clause List
Add New Mergeable Clause
1. Open the Mergeable Clause List
![](/images/2019 Images/17.3.1.190708/Document Templates Management/Content Setup/Apr2021/1.png) ![](/images/2019 Images/17.3.1.190708/Document Templates Management/Content Setup/Apr2021/2.png)
2. Select New Mergeable Clause in the side menu
![](/images/2019%20Images/17.3.1.190708/Document%20Templates%20Management/Content%20Setup/Apr2021/3.png)
3. Give the new mergeable clause a Title (Required) and a Description (Optional)
![](/images/2019 Images/17.3.1.190708/Document Templates Management/Content Setup/3_Mergeable Clause List_TitleDesc.png)
4. Choose a Clause Area from the drop down list.
![](/images/2019 Images/17.3.1.190708/Document Templates Management/Content Setup/4_Mergeable Clause List_ClauseArea.png)
5. Choose the Clause Table from the drop down (populated based on the selected Clause Area).
![](/images/2019 Images/17.3.1.190708/Document Templates Management/Content Setup/5_Mergeable Clause List_ClauseTable.png)
6. Select whether the clause is active
7. Choose the Clause Formatting. When the clause is merged, it can either inherit the formatting from the parent or can keep it's original formatting.
![](/images/2019 Images/17.3.1.190708/Document Templates Management/Content Setup/6_Mergeable Clause List_ClauseFormatting.png)
8. Complete the Content Control selections then click on Save and Continue.
![](/images/2019 Images/17.3.1.190708/Document Templates Management/Content Setup/7_Mergeable Clause List_ContentControl.png)
9. After clicking Save and Continue, the Select Mergeable Fields window will open. Select the mergeable from the Table - Fields List column on the left then click the right arrow to move it to the Selected Table - Fields column. Repeat as necessary until all of the fields needed have been moved to the Selected Table - Fields column. Click on Save and Continue.
![](/images/2019%20Images/17.3.1.190708/Document%20Templates%20Management/Content%20Setup/Apr2021/3.png)
10. A message will show at the top of the screen stating the Mergeable Fields were successfully saved.
![](/images/2019 Images/17.3.1.190708/Document Templates Management/Content Setup/12_Mergeable Clause List_FieldsSaved.png)
Manage a Mergeable Clause
1. To manage a mergeable clause, click the Manage/Edit link next to the Clause to be edited.
![](/images/2019%20Images/17.3.1.190708/Document%20Templates%20Management/Content%20Setup/Apr2021/4.png)
2. Make the necessary changes and click Save and Continue to finish.
Delete a Mergeable Clause
1. To delete a mergeable clause, click the Delete link next to the Clause you would like to delete.
![](/images/2019%20Images/17.3.1.190708/Document%20Templates%20Management/Content%20Setup/Apr2021/5.png)
2. Confirm you would like to delete the mergeable clause.
![](/images/2019%20Images/17.3.1.190708/Document%20Templates%20Management/Content%20Setup/10_Mergeable%20Clause%20List_ConfirmDelete.png)
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