Promoting a Marked Clause to the Playbook
Using Promote Clause you can mark a clause in X-Author Contracts and promote it directly to the Playbook. Earlier, you could promote the clauses to Playbook only through the X-Author Templates ribbon. Now, as a system administrator, you can select any content in the agreement document, mark the content as a clause and then promote it to the clause library.
Note:
Promot Clause button is disabled in the X-Author Contracts ribbon if your agreement's protection mode is: Read Only, Fill in Form Fields, or Insert Comments.
If your clause contains Smart fields, Playbook takes these Smart fields as text only.
