While creating a template, you may have a block of text that you may not want in the Clause Library, but in the context of a contract template (and later a contract), you would like to add the smartness property. Using the Mark Clause feature, you can add a smartness property to an inline text in the contract template. Any clause formed using this feature has the Smart Clause property turned on by default.

Best Practices

  • Avoid marking a clause within another clause.
  • Always select full paragraphs or multiple full paragraphs; avoid mixing partial and full paragraphs.
  • Do not mark clauses if they contain smart fields.
  • Marking a clause that starts or ends with a table as smart prevents it from being deleted.

To mark a clause in a template

  1. Open the template document version you wish to work on.
  2. Highlight the content of the template to be marked as a clause.
  3. You can mark the clause from the Clauses tab. If there are no smart clauses in the document, click the Mark as Clause button. If smart clauses are present, click the Mark button from the top of the clause list.
  4. In the Mark as Clause form, specify the following fields. The clause is automatically marked as a one-off instance of the clause for this template.
    FieldDescription
    Clause NameEnter a new name for the clause.
    CategorySelect a category for your clause.
    Sub CategorySelect a subcategory for your clause. Options in the list will change based on the category you selected. 

  5. Click Save to apply clause properties to the highlighted content and mark the content as a smart clause.

A success message appears and the selected clause content in the template is enclosed within double curly braces. After marking the clause, you can go to Data > Clauses tab to confirm that the clause is now recognized in the document.

To unmark clause

  1. Open a template.
  2. Go to Data > Clauses. The Clauses pane lists all clauses in your template. Use the Search box to find a specific clause by keyword.

  3. Select the clause from the list, click the More () icon adjacent to the clause name, and click the Unmark option. A success message appears.

The smartness property of the clause is removed, and the double curly braces are taken out from the text content in the document.