Prerequisite

Clauses are available in a contract document.

View Settings

View Setting allows you to control which columns are displayed in the grid and to rearrange the column order. Click the View Settings () icon to control the columns displayed in the grid. For more information, see Managing View Settings.

You can save your filtered view of a record and set it as the default view to avoid reselecting the filters every time you open the grid (list) view. For more information, see Managing Views.

Results per page

At the bottom of the page, you can view the total count of clauses available. You can control the number of clauses displayed on each page. By default, you can view 10 clauses on each page.

You can view 10, 20, 30, 50, 100, and 500 clauses per page using the Rows per page drop-down list. You can use the Next (>) and Previous (<) buttons to change pages. You can also jump to a specific page using the page search component.


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 Clause, Primordial Contract Clause, Agreement, and so on.

      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 to edit 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.

       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, allowing 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 the Editable button is toggled on.
  3. Update the required details and click Save.