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Clause Library/pinboard

OyezForms allows you to store and re-use frequently-used phrases via the Clause Library feature. Phrases stored in the Clause Library persist until you remove them.

To add a phrase to the Clause Library

  1. Type the phrase in a form field. Richtext formatting can be used in v10.00w+
  2. Select INSERT>ADD TO CLAUSE LIBRARY or RIGHT-CLICK>ADD TO CLAUSE LIBRARY
  3. If prompted (v10.01a+) with a selection list of pinboard categories, select appropriate category.
  4. Click OK

To paste a phrase from the Clause Library

  1. Position the text cursor at the point you wish to paste the stored phrase
  2. Select INSERT>OPEN or RIGHT-CLICK>PICK FROM CLAUSE LIBRARY
  3. (v10.01a+) The left-hand Clause Library selection panel will appear with stored phrases listed by category. You can see a full preview by hovering the cursor over each entry. (earlier versions of OyezForms will offer a simple list for selection).
  4. Click on the phrase you wish to insert. It will appear in the form.

Creating a Clause Library category (v10.01a+)

Clause Library categories allow phrases to be organised by legal area, department, author etc.

  1. Follow 'To add a phrase to the Clause Library', above
  2. At step 3, click on 'create new category...' button and enter a category name

Managing Clause Library data (v10.01a+)

The Clause Library's contents can be managed as follows

  1. Select INSERT>ORGANISE
  2. The 'Clause Library Organiser' window will allow you to delete phrases and categories, and to re-order phrases within a category.

Password protecting the Clause Library (v10.01b+)

You can bring the Clause Library under the password control setup for the ADMIN menu. Any user trying to add to, edit or manage the pinboard's content will be challenged with the Admin password prompt. To switch on the password challenge:

  1. Create a password in the ADMIN menu
  2. ADMIN>OPTIONS>DATABASE: Include Clause Library modification in password protection

The location of the Clause Library

The Clause Library location can either be set to a shared or user-specific path. This is set in ADMIN>OPTIONS: Path to user Files. It can also be set in the registry.

Key: HKCU\Software\Oyez\Oyez Legal Forms\User
String value: Path Contains the path to the pinboard.
Defaults to: <documents>\my oyez documents\
String value: LockAddPinboard 1 :  Include Pinboard modification in password protection - Enabled
0 :  Include Pinboard modification in password protection - Disabled

See also: controlling OyezForms via the registry