A standard contracting process begins with a generated document and ends with a final contract. Between the initial document and the fully signed contract, the document undergoes redlining and negotiation. Smart clauses assist in tracking the differences between different versions of the contract document.
Similar to smart fields, smart clauses are contract components that can be reconciled between versions and documented in the contract record. This functionality proves valuable during negotiations, particularly when clauses are redlined. Clauses that have changed are reconciled when you select the reconciliation option during the Check-In process. It is important to note that clauses can only be designated as "smart" within the context of a generated contract document.
Throughout the negotiation process, a contract may undergo redlining multiple times. During these redlines, users may choose to accept the changes made to the contract. Smart clauses enhance visibility into the changes made within the contract document, allowing users to review modified clauses during check-in and, once the clause changes have been checked in, on the Contract Clauses related list.
To make a clause smart in a template
Open a template.
Click the Unlock () icon and select Acquire.
In the Templates pane, go to Data > Clauses.
The Clauses pane lists all the clauses present in your template. Select the clause from the list, click the More () icon adjacent to the clause name, and click the Settings option.
In the Clause Settings pane, enable the Mark as Smart Clause toggle and click Save. In the Clauses List, you can see the bulb() symbol next to the clause name link.
To turn off the smartness property of a clause, toggle theSmart Clause switch in the Settings page off.
