Auto Clause Insertion using Bookmarks (FX2)
When managing a contract, there is often legal language that may be required to exist in the agreement document in multiple locations.
This feature provides Contract Managers with the ability to automatically insert clause content into a generated agreement document based on the placement of Clause Reference Bookmarks in the corresponding template document. When you works with a document that contains clause bookmarks, you have the option to automatically insert the content of a clause at every location in the document with the same bookmark using a single click . This provides greater flexibility and less work when multiple occurrences of the same clause are required in a document.
Before you can automatically insert clauses from bookmarks, your template must include bookmarks. For more information, see Inserting Clauses as Bookmarks (FX2).
The Clause Bookmark feature requires X-Author Contracts for Word version 8.5.0713 or later and a connected org with Apttus Contract Management package version 8.5.0346 or later installed. Clause bookmarks only work with FX2 format templates and documents.
This feature inserts clause content as static text, not smart clauses. Smart clauses must still be inserted or marked as normal. Also, any style or text formatting in the inserted clause is removed and will match the format of the agreement document at the point of insertion.
To automatically insert a clause in all bookmark locations
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Check Out the agreement document containing the bookmark
references.
Note:Bookmarks are not visible in the document by default. You must "show bookmarks" in Word to make them visible.
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Use the Playbook search dialog to display the clause or clauses you want to insert.
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From the list in Playbook, click Insert next to the bookmarked clause you want to insert. The following dialog is displayed.
Note:If you click Insert next to a clause that does not have a corresponding bookmark, the dialog will not be displayed and your clause will be inserted into the document at the cursor's current position.
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Choose an option from the dialog:
- Click Yes to insert the clause at ALL bookmark positions in the document.
- Click No to instead insert the clause at the cursor's current position.
- Click Cancel to cancel clause insertion entirely.
Each occurrence of the same clause is inserted into the document at the bookmark's location, replacing the bookmark with the contents of the clause.
Locating Specific Bookmarks by Clause
When you are working with an agreement document, you may decide to inspect bookmark locations before inserting clause content. If you want to learn which clause reference bookmarks are associated with which clause, you can use Microsoft Word functionality to do so.
To find bookmarks by clause
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From the "Insert" menu in word, click Bookmark.
A list of bookmarks in the document is displayed
