Maintaining clauses

Note This function is only available to the system administrator.

Clauses are segments of formatted text that can be inserted into any field on any form. Many Clauses will be designed to suit a particular form or series of forms, but may be used on other forms in the system if the same formatting is required.

You can:

Tip You can view a video of this feature.

Default clauses

Laserform Desktop provides a number of pre-configured and assigned Land Registry clauses (the Land Registry’s Forms of Restriction clauses) to speed up form completion and demonstrate the Clause functionality.

Adding clauses

  1. Select Admin: Organiser from the menu, and click the Clause tab.
  2. Click Add.
  3. Enter the text of the clause, and format it appropriately.

    Tip you can format text in a different application, such as Microsoft Word™, and paste it into the text field.

  4. Click OK.
  5. Enter a name for the clause. We advise that you choose a name that allows you to easily identify the clause. Click OK.
  6. You can now Define a Clause’s Scope.

Adding clauses directly from a form

Clauses can also be added directly from a form by highlighting the required text, right clicking and selecting Create New Clause.

Defining a Clause’s Scope

Clauses are available for addition into any form, but first must be made available to either a specific form (e.g. N1), a group of forms (e.g. Claim Forms) or all forms. This is referred to as a scope.

Note If a form is open while Clauses are being added or amended, or there scope is being altered, you will need to close and re-open the form before the changes become visible.

To define the scope for the selected Clause, drag the Clause from the Available Clauses list in the right hand pane, to the form group or form you want to associate it to in the left hand pane.

The clause will then be shown under the form group or form with its name and the icon .

You can also add them to the Forms level of the tree so they are available for all forms.

A Clause’s scope may be changed at any point by dragging it from one group to another, or from a group to a form. Clauses cannot be inserted into forms outside their scope.

Tip Use the << button to add the selected clause to a form or group, and the >> button to remove the selected clause from a form or group.

Editing clauses

  1. Select Admin: Organiser from the menu, and click the Clause tab.
  2. Select the clause you want to edit.
  3. Click Edit.
  4. Edit the text of the clause.

    Tip you can format text in a different application, such as Microsoft Word™, and paste it into the text field.

Renaming clauses

  1. Select Admin: Organiser from the menu, and click the Clause tab.
  2. Select the clause you want to rename.
  3. Click Rename.
  4. Edit the name of the clause.

Finding clauses

  1. Click Find.
  2. Enter the form name in the Find What field.
  3. Click Find First to search.

Deleting clauses

Caution Deleting a clause will remove all information for that clause. Any saved forms that have already had that clause inserted are not affected.

If you want to remove a clause from a form or form group, see Defining a Clause’s Scope.

  1. Select Admin: Organiser from the menu, and click the Clause tab.
  2. Select the clause you want to delete in the Available Clauses list.
  3. Click Remove.
  4. Click Yes to delete.

Video

If you cannot view the video, please go to https://www.youtube.com/watch?v=fkyBCpvQ_AI.

 

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