Inserting Clauses in a Contract
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
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.