Creating and working with a phrase library


To view the phrase library, click the ‘Contract settings’ section in the top navigation and then ‘Phrase library’.

Add a new phrase group



  • Enter a phrase group name
  • Enter a phrase group description
  • Choose an organisation unit



When you are done, click ‘Save’ to return to the phrase group listing.

View phrase libraries

The details are listed under ‘Contract settings” -> ‘Phrase library’. The sorting order may be changed under ‘Rearrange’.

  • Alphabetically (A-Z)
  • Alphabetically (Z-A)
  • Newest first
  • Oldest first
  • Last modified first



Editing a phrase group


Select a document phrase group, click the arrow on the right-hand side and choose ‘Edit’. The edit phrase group view is displayed. Edit the desired sections and click ‘Save’.



NOTE! If you edit or delete a phrase group, the changes will not affect the phrase groups previously used in contracts.


Deleting a phrase group

Click ‘Remove’ from the menu.

  • Are you sure you want to remove the selected item?
    • OK
    • Cancel


Add a new phrase

Select a phrase group from the list, and then click ‘Add new phrase’.



The add new phrase view is displayed.

  • Phrase name
  • Phrase text
  • Lock the content where applicable

When you are done, click ‘Save’.


Editing a phrase

Choose 'Phrase group phrases'


Select a phrase, click the arrow on the right-hand side and choose ‘Edit’. The edit phrase view is displayed. Edit the desired sections and click ‘Save’.



NOTE! If you edit or delete a phrase group, the changes will not affect the phrase groups previously used in contracts.


Deleting a phrase

Click ‘Remove’ from the menu.

  • Are you sure you want to remove the selected item?
    • OK
    • Cancel



Search from phrase library

 

Use the search feature to search for phrase groups from the phrase library. Use keywords to narrow the search and to limit it to only apply to the phrase groups of your own unit.