The Clause Library integration allows customers to have direct access to the clauses stored within their Clause Library while drafting new agreements in Finalize. This integration provides a consistent experience between Analyze and Finalize.
When you save a clause to the Clause Library in Analyze, your end users will be able to use that clause for drafting contracts in Finalize. This can help draft new contracts faster by being able to easily access your saved pre-approved clauses.
In Finalize when you create a new template, you will have the option to include a token for a clause. You can then choose the category that your end users will be able to choose the clause from.
Once you’ve created a new template with a clause token, your end users will be able to see clause details and choose the appropriate clause for the agreement from the category you selected.
Learn more about the Clause Library integration in this short feature video.