📑 Help Center Article: Managing Clauses in Deal Manager
Overview
Deal Manager allows users to manage Clauses, Clause Groups, and Property Clauses to streamline legal documentation and proposal workflows. These features are accessible via DM Settings, which can be found in the top-right corner of your Deal Manager screen.
🧭 Accessing Clause Settings
Click your initials in the top-right corner of Deal Manager.
Select DM Settings.
On the left-hand side, choose from:
Clauses
Clause Groups
Property Clauses
📄 Clauses
Clauses are pulled directly from the client’s Voyager database.
You can add, edit, or delete clauses from the Clauses screen.
Clauses can be filtered by name or content.
Filters can be saved for future use.
📚 Clause Groups
Clause Groups allow you to bundle multiple clauses for easier application to deals.
Useful for applying standardized legal language across multiple deals.
Clause Groups are created and managed in DM Settings.
Filters are available and can be saved for quick access.
🏢 Property Clauses
Property Clauses are clauses that apply only to specific properties.
These clauses are used when unique legal language is required for certain assets.
Managed in the Property Clauses section of DM Settings.
Filters can be applied and saved by property name or clause content.
❓ Frequently Asked Questions (FAQs)
🔹 Clause Management
Where do clauses in Deal Manager come from?
They are sourced from the client’s Voyager database.
Can I edit or delete clauses?
Yes. Clauses can be added, edited, or deleted from the Clauses screen in DM Settings.
🔹 Clause Groups
What are Clause Groups used for?
They allow you to group multiple clauses together for easy application to deals.
Can I apply a Clause Group to a deal?
Yes. Clause Groups can be selected and applied during deal setup or document creation.
🔹 Property Clauses
What are Property Clauses?
Clauses that apply only to specific properties, useful for customizing legal language.
Can I filter clauses by property?
Yes. Use the filter options in the Property Clauses screen and save filters as needed.