HOW TO USE CLAUSE LOGIC

Getting Started with Clause Logic

This is the Clause Logic ribbon menu. You can find it by clicking on the words Clause Logic at top of your Microsoft Word window.

Your Clause Logic pane will appear on the right side of your Microsoft Word window.  To hide the Clause Logic pane, or to access the pane once it's hidden, use the toggle in the ribbon menu above.

 

How to Add and Edit Clause Logic Variables 

Clause Logic Cheat Sheet - Add/Edit Variables

  • Add variables in two ways

    • Click Identify Variables button in Clause Logic ribbon menu​

    • Select text you want to variablize, drag it to the Clause Logic pane, and drop it in the pane.

  • Edit variable names and values​

    • Right click on the name or value you want to edit and select Edit, then type in the name or value and hit Enter.

  • Combine multiple instances of the same variable​

    • Select all instances of the variable in either the name or value column using shift and control with your cursor, then right click and select Group.​

    • You can ungroup using right click to select Ungroup.

  • Delete a variable from the variable pane but leave the text in the document​

    • Click on the red x next to the variable in the Clause Logic pane​.

  • Delete a variable from the document and the Clause Logic pane​

    • Simply delete the text in the document containing the variable.​

  • To select, copy, and/or duplicate a variable​

    • Click anywhere in a variable in the document in name or value view and you will select the whole variable. Now you can copy this variable and add it to other parts of the document.

 

How to Draft and Edit Documents with Clause Logic Variables 

 

Clause Logic Cheat Sheet - Draft and Edit Documents with Variables

  • Copy, cut, and paste work as expected, but when you paste text with variables into a document, the variables will either update automatically so that their values match the values in the document, or they will convert to a blank line.  

    • With Clause Logic variables, you will never paste client-specific information into a document for a different client when you're drafting.​

  • If you paste unformatted text with variables and the variables get disconnected from the Clause Logic pane, simply highlight the pasted text and click the Variablize Selected Text button in the Clause Logic ribbon menu.  The variables will reconnect and update automatically.​

  • To create another instance of a variable in the document, click anywhere in the variable in either name or value view and the whole variable will automatically be selected. Then copy the variable and paste it where you want it to appear. 

  • To create a blank template, paste text from as many documents as you want into a blank document.

  • You can use Undo and Redo to correct mistakes as you're drafting just like you normally would.

How to Generate Document Sets with Multiple Clients' Information in Clause Logic 

Create multiple replicas of any Clause Logic document, each with a variable set for a different client, in seconds with the click of a button. Cut down on client-information propagation errors by 100% and on drafting time by 90%.

Get started by following these simple steps: 

  • Open a document with Clause Logic variables that you want to duplicate with multiple sets of client variables. 

  • Open the Connect to variable workbook menu in the Clause Logic ribbon menu and select New variable workbook.​

  • A variable workbook will open and you will see your variables in the top two rows.  The variable names will be in row 1 and the variable values will be in row 2.

    • PRO TIP: To quickly expand the rows, click on the letter above the first column, hold down the shift key and then click on the letter above the last column with variables in it. Now you can either expand one of the column widths by hand or you can double click on the line between the top cells of two columns and all of your columns will expand to the same width.​

  • Add an additional row of variables for each additional iteration of the document.​

    • If one of the variables is the same in all of the documents you want to generate, you only need to type the value once in the first row. If no other values exist in that column, the first value will be assigned to each document.​

    • You can either type values into the worksheet or copy and paste them into the worksheet.

  • When you have completed adding all of the client information to variable workbook, go back to your Word document. 

    • PRO TIP: Before leaving your variable workbook, make sure you have entered or clicked out of all of the cells with values in them, so that your values are committed.

  • Click the Generate document set button in the Clause Logic ribbon menu.

  • Wait a few seconds while Clause Logic generates your documents. A folder will open that contains all of your generated documents.  Each file will be named for the first unique variable it contains.

  • You can now review these documents, edit them, and save them to the appropriate directory -- just like you'd do with any Word document you created.

Editing your Generated Documents:

  • If you need to make changes to the original document that you want to show up in all of the documents, make the changes, and repeat the steps above to regenerate your documents. 

  • You can generate as many variable workbooks and generate documents as many times as you need.

  • You can save your variable workbook so that you can make additional changes to it before you generate. To reconnect your document to your variable workbook, open the connect to variable workbook menu in the Clause Logic ribbon menu.  If you see the filename for your variable workbook in parentheses next to the second option -- Connect to the workbook for this document group -- you can select that option to open your variable workbook.  If not, select the third option -- Connect to existing Excel workbook -- and use the selector to choose the file you want to connect to.

  • Clause Logic can only connect to Excel workbooks that are opened using the Clause Logic menu.

  • To make edits to the original documents variables, edit them in the document, and then use the Sync to variable workbook menu option under the Connect to variable workbook menu. The variable workbook name will be in parentheses next to the menu option.

 

Troubleshooting

  • I want to make the Clause Logic pane go away while I'm editing my document, and then bring it back when I'm ready to add variables. Can I do that?

    • Yes! In the Clause Logic ribbon menu, you can check a box to Hide Clause Logic Pane. If you uncheck the box, the pane will reappear.

 

  • I opened a Word document but I don't see the Clause Logic pane.​

    • Go to the Clause Logic ribbon menu and make sure the box next to Hide Clause Logic Pane is unchecked.

  • I pasted some text with variables and they didn't update or appear in the Clause Logic pane.

    • With some types of paste, for example pasting unformatted text, your variables can lose their connection to Clause Logic. To fix this, select the affected text and click the Variablize Selected Text button in the Clause Logic ribbon menu.  They should reappear and update automatically.

  • I pasted text into Clause Logic and some of my variables updated but others didn't.  Or some variables appeared as blank lines that shouldn't have.

    • Your variable names may not sync up if they are different.  For example, if in one document you have a variable named "Purchaser Name" and in the other you have a variable named "Buyer Name", when you paste from one to another, Purchaser Name and Buyer Name will be treated as different variables.  The same is true for "Purchaser Name" and Pruchaser Name" or any other typo-related variation.  For now, Clause Logic only pairs up identical variable names, so you need to be consistent when naming variables in Documents to realize that benefit.  If you do a paste and realize the variable names were not consistent, here's how you fix it:  Click control+z or the Undo button in the ribbon menu to undo the paste.  Use right-click and then Edit to change the variable names in one of the documents to match the other.  Now try pasting the text again and make sure all of the variables sync.  We are working on upgrades to automatically correct for these errors in future versions. 

  • Variables aren't switching to views when I click name view or value view in the pane like they usually do.

    • With some types of paste, for example pasting unformatted text, your variables can lose their connection to Clause Logic. To fix this, select the affected text and click the Variablize Selected Text button in the Clause Logic ribbon menu.  They should reappear and update automatically.

  • I tried to Undo or Redo and it didn't work.​

    • Try clicking in the text of the document a couple times.  Your cursor might still be in the Clause Logic pane.​

  • I dragged some text to the variable pane and nothing happened.​

    • Try dragging again and make sure you drop the variable in the Clause Logic pane.  If not, try saving your work and restarting Word.​

  • I deleted some text and variables in the Clause Logic pane disappeared.​

    • You may have deleted the only instances of those variables so they disappeared from the Clause Logic pane.  If you did not mean to select that text, just use control z or the Undo button in the ribbon menu to undo the deletion.​

  • Something went wrong and I don't know what to do about it.​

    • Contact us.  Either use the Talk to Clause Logic button in the ribbon menu in Word or email us at info@clauselogic.com.​ We'll get back to you ASAP.

Still have questions? 

We will respond within 24 hours to make sure you have everything you need to save time with Clause Logic.

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