Prerequisite

Ensure that clauses are available in a contract document that is added in a contract.

To view clause details

  1. Go to the Contract Details page.
  2. In the LINKS panel, click Clauses.
    The clause list page displays the clause name, source actions, and clause version number.
  3. Click the clause name link to open the Clause Details page with the following tabs.
    • Details: Displays the clause fields (standard and custom fields) such as Name, Category, Previous Contract ClausePrimordial Contract ClauseAgreement, and so on.

      Info

      Click the Edit Page button in the page header to customize the appearance of the Details tab for the clauses. DETAILS VIEW tab opens up in CX Studio. For more information about how editing page layouts in CX Studio, see Managing Page Layout.



    • Clause Content: Displays the clause text, clause version number drop-down, and the source action of the clause version.

       The clauses are displayed in HTML format.

      If the clause content contains a table, the data is displayed in table format as shown in the following image.

      When you have more than one clause version, the Compare Versions option is displayed that allows you to compare two clause versions. For more information, see Comparing Clause Versions

To edit clause details

  1. Go to the Clause Details page.
  2. Click the edit icon ().

    Note

    • The edit icon is displayed only if there are custom fields in the page layout.
    • You can edit only the fields for which Editable button is toggled on.
  3. Update the required details and click Save.