You can export a contract's clause records as a CSV or an Excel file.

Prerequisite

Clauses are available in a contract document.

To export clause records

  1. Go to the Contract Details page.
  2. In the LINKS panel, click Clauses.
    You can see the names of clauses, source actions, and clause versions.

    Selecting a clause enables the Export icon ().

  3. To export clauses in bulk, select an appropriate number from the Rows per page drop-down list and click the select-all check box at the top left of the grid. 
  4. To export one or many clause records, click the drop-down arrow next to the Export icon and select either Export as CSV or Export as XLS.

  5. The Save As dialog box appears. Edit the filename and save it locally.