Creating a Clause
- Click the App Launcher icon (
) and select Clause Library.
- Click New Clause.Note: 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.
- In the Details tab, enter the following details.
Field Name
Description
Clause Name
Enter the name of the clause.
Clause Type
Select Standard Clause from the drop-down menu to mark a clause as the main clause or select Alternate Clause to mark a clause as a substitute for a standard clause.
Clause Format
This field is disabled and set to Web by default.
Contract Type
Select multiple contract types from the pick list to associate with your clause. The value of Contract Type decides which clauses are available in the Clause Library of a template or contract.
Category
Select a category for your clause. The values of the categories are defined by your admin and help in filtering the clauses.
Sub Category
Select a subcategory for your clause. The values of the subcategory depend on the category you selected in the Category field.
Language
Choose the default clause language from the pick list.
Description
Enter the description of the clause.
- Click Add Clause Text.
- Enter the clause text in the CONTENT field.
- Enter comma-separated keywords to associate with the clause.Note: Keywords are useful when you search for clauses in the Clause Library.
- Click Save.