Clauses are automated statements that can be added to documents that support clauses.
See this list of documents that support clauses.
1. When logged into Global Wizard, click on on "Client Data" in the navigation bar.
2. Scroll down and click on "Clauses".
3. All clauses will appear in this area. To create a new clause, click on "New Clause".
4. Provide a Title and content of the clause and click "Save"