Cloning clause records is an easy and efficient method to generate similar clause records with matching fields; however, users can edit the information in the cloned records.

In addition to the default fields (Clause Name, Action, Agreement, Comments, and Status) available on the Clone Clause window, an administrator can click the Edit Layout () icon to customize the page layout in CX Studio. This allows them to add or remove standard and custom fields. For more information, see Configuring a Page Layout. 

To clone a clause record

  1. Go to the Contract Details page.
  2. In the LINKS panel, click Clauses.
  3. Click the More icon () for a clause record and select Clone.
  4. Update the required fields.
    Field NameAction Required
    Clause Name *

    The clause name is auto-populated with Clone - {clause name}. You can change it if needed. 

    Clause Name is a required field.


    Comments

    Add your comments.

    Status

    Select an approval status from the Status drop-down list.

    • Not Submitted
    • Notified
    • Submitted
    • Assigned
    • Approved
    • Rejected
    • Reassigned

    The following fields are non-editable.

    • Action: This field is set to Original.
    • Agreement: This field is auto-populated with the agreement name.
  5. Click Save. The clause record is cloned with the word Clone added. The new cloned clause is created with version 1.0 and original source action.