If there is no widely known Document Set concept, what is the recommended approach to organizing related documents?

• A. Use Clause Library and Templates to group related documents; if needed, rely on document grouping within a contract for organization.
• B. Create separate folders per document
• C. Store all documents in attachments section only
• D. Avoid grouping documents to keep contracts simple

Answer: (A)

When there isn’t a formal Document Set concept, organize related documents by leveraging Clause Library and Templates to group them, and use contract-level document grouping if needed. Clause Library lets you store reusable document blocks, so you can assemble a consistent set of related documents and attach them as a cohesive package through Templates. This makes the grouping repeatable, scalable, and easier to govern across different contracts. If you need a quick, within-contract organization, you can also group the related documents inside the specific contract so they stay together for routing, approvals, and lifecycle management. Other approaches—like making separate folders for each document, dumping everything into attachments, or avoiding any grouping—tend to fragment related content and complicate search, governance, and contract lifecycle.