1. Open Settings next to your profile.

2. Scroll down to PRODUCTS & Features on the left navigation bar.

3. Click into Transact

4. Click into Clause Templates

All saved Clauses will appear on a list.

Edit an existing clause

  1. Click the edit icon.

  1. Edit the clause as needed and click save.

Add a New Clause

  1. Click the + Create Template button

  2. Provide a code. No spaces

  3. Provide a name for the Clause so it can be found and used later

  4. Provide the text of the clause. 

  5. Select the placement (header or footer) of the clause

  6. Select which documents this clause can appear on

  7. Clicking “Always apply to new shipments” will apply the clause to ALL new shipments created in the system

  8. Click Create to save the clause template.


The information provided on this website does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this site are for general informational purposes only.