---
title: Using Connectworks Clauses (AGM/Minute Generator)
description: Using and editing preset clauses in Connectworks
---
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2. [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement?hsLang=en)
3. [DOCUMENT GENERATION FROM PRECEDENTS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-generation-from-precedents)
# Using Connectworks Clauses (AGM/Minute Generator)
## Using and editing preset clauses in Connectworks
If Connectworks' [library of precedents](https://support.connectworks.com/5663073-using-connectworks-clauses-agm-minute-generator) does not meet your requirements, firms can generate customised documents by using clauses instead. This function enables users to select from a variety of preset clauses and further edit the text if required. The resulting document will be formatted and auto-completed with the relevant details about the entity (eg. Company name, number, NZBN, and director's signature fields).
### Where to find clauses
**For a Trust:** Open the trust workspace and select the documents tab.
**For a Company:** Open the Companies workspace and then navigate to either **Directors\>Documents** or **Shareholders\> Documents** tabs.
### How to use clauses
1\. Select "**I would like to ...**", and then **Download a precedent** and a slide-out panel will appear showing a list of all available precedents.
2\. Select **Other** from the drop-down category list, OR
Type **Clause** into the search bar
Then in the list below either **Trust Clauses** or **Company Annual Meeting Clauses** will appear.
3\. Select the **Merge** button next to the clause document.
4\. In the subsequent screen:
- Enter a description - this will form part of the document.
- Select the desired clauses from the list using the tick box.
- Amend the text of any clauses if desired (this can also be done after the document has been generated).
5\. Select **Generate** and the document will be downloaded to your hard drive.
### After downloading
6\. By default, any precedents you generate are not saved in entity profiles until you choose to upload them. After you have reviewed the document and made any amendments required, simply [upload the document](https://support.connectworks.com/5659905-editing-downloading-documents?hsLang=en) back into the entity's profile. When uploading documents into the entity profile you may simultaneously elect to distribute the document to clients for signing.
See more on signing in the articles below:
- [Building a Document Pack](https://support.connectworks.com/5677508-building-a-document-pack?hsLang=en)
- [Getting started](https://support.connectworks.com/getting-started?hsLang=en#main-content)
- [GETTING STARTED FOR PROFESSIONAL FIRMS](https://support.connectworks.com/getting-started?hsLang=en#getting-started-for-professional-firms)
- [LOADING CLIENT PROFILES](https://support.connectworks.com/getting-started?hsLang=en#loading-client-profiles)
- [SUBSCRIPTIONS & PRICING](https://support.connectworks.com/getting-started?hsLang=en#subscriptions-pricing)
- [Firm administration](https://support.connectworks.com/firm-administration?hsLang=en#main-content)
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- [GENERAL ADMINISTRATION](https://support.connectworks.com/firm-administration?hsLang=en#general-administration)
- [DOCUMENT MANAGEMENT ADD-ON](https://support.connectworks.com/firm-administration?hsLang=en#document-management-add-on)
- [PRACTICE MANAGER ADD-ONS](https://support.connectworks.com/firm-administration?hsLang=en#practice-manager-add-ons)
- [NZ COMPANIES OFFICE INTEGRATION](https://support.connectworks.com/firm-administration?hsLang=en#nz-companies-office-integration)
- [SECURITY](https://support.connectworks.com/firm-administration?hsLang=en#security)
- [AML Compliance](https://support.connectworks.com/aml-compliance?hsLang=en#main-content)
- [AML WORKFLOW](https://support.connectworks.com/aml-compliance?hsLang=en#aml-workflow)
- [CLIENT DUE DILIGENCE](https://support.connectworks.com/aml-compliance?hsLang=en#client-due-diligence)
- [ELECTRONIC VERIFICATION](https://support.connectworks.com/aml-compliance?hsLang=en#electronic-verification)
- [AML RESOURCES](https://support.connectworks.com/aml-compliance?hsLang=en#aml-resources)
- [Company Management (Getting Started and Annual Returns)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#main-content)
- [GETTING STARTED WITH COMPANIES](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#getting-started-with-companies)
- [MANAGING COMPANY ROLES & ASSOCIATIONS](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#managing-company-roles-associations)
- [COMPANY MANAGEMENT (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#company-management-other)
- [THE ANNUAL RETURN WORKFLOW](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#the-annual-return-workflow)
- [ANNUAL RETURNS (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#annual-returns-other)
- [Company Management (Share Management)](https://support.connectworks.com/company-management-share-management?hsLang=en#main-content)
- [SHARE REGISTER](https://support.connectworks.com/company-management-share-management?hsLang=en#share-register)
- [Trust Management](https://support.connectworks.com/trust-management?hsLang=en#main-content)
- [GETTING STARTED WITH TRUSTS](https://support.connectworks.com/trust-management?hsLang=en#getting-started-with-trusts)
- [ASSOCIATED PARTIES (TRUSTS)](https://support.connectworks.com/trust-management?hsLang=en#associated-parties-trusts)
- [ASSETS & LIABILITIES](https://support.connectworks.com/trust-management?hsLang=en#assets-liabilities)
- [Entity Types](https://support.connectworks.com/entity-types?hsLang=en#main-content)
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- [ESTATES](https://support.connectworks.com/entity-types?hsLang=en#estates)
- [PARTNERSHIPS](https://support.connectworks.com/entity-types?hsLang=en#partnerships)
- [LPs](https://support.connectworks.com/entity-types?hsLang=en#lps)
- [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement?hsLang=en#main-content)
- [CLIENT ENGAGEMENT](https://support.connectworks.com/document-management-client-engagement?hsLang=en#client-engagement)
- [DOCUMENT GENERATION FROM PRECEDENTS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-generation-from-precedents)
- [DOCUMENT MANAGEMENT](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-management)
- [DOCUMENT SHARING & SIGNING](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-sharing-signing)
- [DOCUMENT PACKS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-packs)
- [Non-professional user guide](https://support.connectworks.com/non-professional-user-guide?hsLang=en#main-content)
- [GETTING STARTED FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#getting-started-for-non-professional-users)
- [DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#document-management-for-non-professional-users)
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