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HomekoreAdvantageProject / PlanningHow To: Add a new clause


3.2. How To: Add a new clause


 

The steps to create a new Master Clause are as follows:

  1. Load the Master Clause that is to be copied, and click on the 'Edit Clause' button. This will display a prompt to download the clause file, which can be saved in a location of your preference.
  2. Click on 'Clear Changes' to return out of Edit mode.
  3. Click on the 'Add New Clause' button.
  4. Enter a title for the new Master Clause and then click on the 'Save Changes' button.
  5. Now click on the 'Edit Clause' button again, which will then display a prompt to download the Microsoft Word file for this new clause, which again you can save to a location of your preference.
  6. Now open both the clause file downloaded in step 1 and the new clause file that has just been downloaded in step 5.
  7. Now copy the entirety or parts of the original clause (from step 1) into the new clause file.
  8. Press the 'Save button in Microsoft Word for the new clause file only. This will save your edits to the new Master Clause back to the server.
  9. Close the original clause file from step 1 without saving.

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