This section describes the steps for inserting clauses into a contract (or agreement). You can insert a clause as a smart from the Clause Library. A smart clause is identified by a double curly braces and contains editable text within a contract document. When you insert a clause as a smart clause, it becomes visible under the Doc Clauses tab of the Contract in the order it appears on the pages. Furthermore, any modifications made to the content of a smart clause are tracked, and you can review these changes on the clause reconciliation page.

When you insert a clause into a contract document, it is only valid for that specific contract document.

To insert a clause into a Contract

  1. Open a contract.

  2. Click the Unlock () icon and select Acquire. You have now locked the clause for editing. The Doc Clauses tab displays clauses associated with the opened contract.

    To avoid conflicts where two users might edit the same contract simultaneously, the system allows updating the contract after locking (acquiring). For more information on locking a clause, see Locking and Unlocking.

  3. Go to the Clause Library. Use the Search box to find a clause by keyword, and press Enter to display a list of clauses.
  4. Place the cursor in the section of the contract where you want to insert a clause.
  5. Click on a clause from the list to view its text and active version.
  6. Select the clause from the Clause Library tab, click More () next to the clause name, and then click Insert as Smart to add the clause as a smart clause.

A confirmation message appears. Go to the Data > Doc Clause tab to view the list of all the clauses present in your current contract. Select a clause from the list to highlight it in the contract document.

Upon checking in the document, any smart clauses can be reconciled with the agreement, and information regarding the inserted clause will be added to the Agreement Clause related list on the agreement record. For more details about reconciliation, see Reconciliation.

Behavior

  • When adding two clauses with identical text but different formatting, the formatting of the newly added clause overrides that of the previous one.
  • When inserting clauses into a contract, right-aligned or center-aligned formatting is not preserved.