Pathagoras
 
Home I Products I Features I Support I Contact Us
 

Free 90 day trial

Help System References

Clause Sets
 
Pathagoras Tip of the Week

Clause Sets

   If you draft  standard type contracts, wills, trusts, proposals, etc., with only a few variations among them, you can create a Clause Set to bring in the boilerplate text as a single item.  A Clause Sets is a single document which contains pointers to an unlimited number of other clauses. 

  There are two approaches you will wish to consider.

  1.  You can create a clause set that contains all 15 paragraphs of a standard-type contract. Give the clause set a name that reflects the overall document ("Lease, corporation"; "Lease, individual"; etc.). When you assemble a document, you need only select one item from the list of clauses, and the entire document for the right kind of activity will be created.
  2. You can create a clause set that contains the 13 'intermediate' clauses. Give the clause set a name that reflects the content of the 'standard clauses.' When you assembly a document, you would select the first paragraph as normal (depending upon the nature of the party), the "standard clauses set" and the last paragraph as normal.

    (While another option would be to physically combine the standard paragraphs into one big document, you should resist the urge. Some of the individual clauses may also used for other documents. Where possible, you should refrain from maintaining more that one version of a specific paragraph in case changes need to be made to it.)

Previous Next



Suggest a Tip!
We would like to hear from you. If you have a question or comment, please write.
Do you have a tip or trick that you discovered that will help others? Please pass it on.
Do you have a request for a tip to be published in this section?  Ask away. We will do our best to add it..
(Please include your name and email if you want a personal response.)

Click the Submit button at the bottom of this form to send your tip or request on to us.





      
Home (tips) | Home (site) | Contact Us | Privacy