A clause library is a repository for clauses that can be accessed and utilized throughout the contract management process. The following types of clauses are available within the clause library:

  • Web standard clause
  • Web alternate clause
  • X-Author standard clause
  • X-Author alternate clause

Within the clause library page, you can:

  • View a list of clauses sorted by their last modification date.
  • Search for clauses by their name, keywords, or specific criteria.
  • Access the text and details of a selected clause.
  • Switch between various versions of a clause and compare them.
  • View alternate clauses associated with a standard clause.
  • Edit a clause.
  • Create a new clause (either a Web Standard Clause or a Web Alternate Clause).
  • Clone a clause (either a Web Standard Clause or a Web Alternate Clause).

When you perform an advanced search on the available clauses, you can use the following fields to filter clauses:

  • Name 

  • Clause Type 

  • Contract Types 

  • Category 

  • Subcategory 

  • Language 

  • Updated by 

  • Updated on 

  • Keywords 

Restriction

You cannot edit X-Author Standard and Alternate clauses.

To create a clause in a clause library

  1. Click the App Launcher icon () and select Clause Library.

  2. Click New Clause.

    You can view the Create New Clause button if no clauses are available in CLM. If there are clauses available in CLM, you see a list of clauses.

  3. In the Details tab, enter the following details.

    Field NameDescription
    Clause Name

    Enter the name of the clause.

    Clause Type

    Select Standard Clause from the dropdown to mark a clause as the main clause or select Alternate Clause to mark a clause as a substitute for a standard clause. 

    Clause FormatThe field is disabled and set to Web by default.
    Contract TypeSelect multiple contract types from the picklist to associate with your clause. The value of Contract Type decides which clauses are available in the Clause Library of a template or contract.
    CategorySelect a category for your clause. The values of the categories are defined by your admin and help in filtering the clauses.
    Sub CategorySelect a subcategory for your clause. The values of the subcategory are dependent on the Category you select.
    LanguageChoose the default clause language from the picklist.
    Description

    Enter the description for the clause. You can provide a detailed description of the clause. 

  4. Click Add Clause Text.
  5. Enter the clause text in the CONTENT field.

  6. Enter comma-separated keywords to associate with the clause.

    Keywords are useful when you search for clauses in the Clause Library.


  7. Click Save.

To clone a clause

Restriction: If a standard clause has associated alternate clauses and you clone the standard clause, the associated alternate clauses are not added to the cloned clause.

  1. Go to Clause Library.
  2. Select a clause.
  3. Click the more icon () and select Clone.
  4. Update the required fields and click Save.
    The word Copy is appended in the name of the newly cloned clause.

To search clauses in the clause library

  1. Go to Clause Library.
  2. In the search box, enter a clause name or a keyword in a clause.
  3. Press Enter.
    You can see a list of clauses matching your search criteria displayed according to the last modified date of the clause.
  4. (Optional) Click the filter icon () to apply filters to your search results.
    The Advanced Search popup is displayed.
  5. Select a field and an operator.
  6. Enter a value for the selected field.
  7. To add another filter, click Add Criteria and repeat step 3.
  8. To add logic, turn on the Logic toggle. You can use:
    • Numbers to refer to each condition 
    • AND or OR to identify which combination of conditions must be true
    • Parentheses to group parts of the string together

    • Sample expression: ((1 AND 2 AND 3) OR 4)

  9. Click Apply.
    The search results are displayed according to your search criteria.

To view an alternate clause

  1. Go to Clause Library and select a clause.
  2. Click the Alternate Clauses tab.
    You can view a list of alternate clauses linked to the selected clause.
  3. Click the expand icon () to view the alternate clause text.

To edit a clause

  1. Select a clause and click the edit icon ().

  2. Update the required fields and click Edit Clause Text.
    The Clause Text tab opens.
  3. Edit clause text and click Save.

To compare clause versions

Prerequisite: To view the Compare Versions button for a web standard or alternate clause, more than one clause version must be available.

Restriction: This feature is not available for X-Author standard and alternate clauses.

  1. Select a clause and click Compare Versions.
    A popup opens and you can see the comparison between the latest version and the previous version of the clause.
    You can identify the added, replaced, or deleted clause text by the font color. The font color of the added or replaced clause text is green. The font color of the deleted clause text is red in color.
  2. Click the Version dropdown to switch between various clause versions.
  3. Click Ok to close the popup.

To delete a clause

Restriction: You cannot delete a clause that is associated with a template.

  1. Select a clause.
  2. Click the more icon () and select Delete.
  3. On the Delete Clause popup, click Delete.
    The clause is deleted.

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