Customers can create clauses using the Clauses tab on the Contract Details page and send them for approval.

In addition to the default fields (Clause Name, Action, Agreement, Comments, and Status) available on the Create New 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 create a clause record

  1. Go to the Contract Details page.
  2. In the LINKS panel, click Clauses.
  3. Select the Create New Clause button.
  4. In the Details tab, enter the following details.
    Field NameAction Required
    Clause Name

    Enter the clause name.

    Clause name is a required field.


    Comments

    Add your comments

    Status

    The status is auto-populated with Not Submitted.

    You can select an approval status from the Status drop-down list. The available options are:

    • 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. In the Clause Content tab, enter the description.
  6. Click Save.  The new clause is created with version 1.0 and original source action.