Playbook for Pre-FX2 Agreement Documents
For illustrating the use of Playbook for pre-FX2 agreement documents, Let's consider a case where you need to add two clauses to the agreement document which are concerned with training and confidentiality. To work with Playbook in Pre-FX2 agreement document:
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In the agreement document, place the cursor exactly where you need to insert the clause for Training. Note that by default the search filter Type is set to Clause:
After the clause is inserted the document looks like the following:
Now you must insert another clause replacing previously created (in our document it is section 5). Select the clause and click Playbookfrom the X-Author Contracts tab:
After the clause is inserted the document looks like the following:
The agreement activity history log entries created by the two above actions:
Also these clauses get inserted into the Agreement Clause related list table associated with an agreement. Here are the two agreement clauses:
To learn how the Agreement Clause related list is populated with each insert, modify and delete action, refer Tracking Clauses in your Agreement in Contract Management Administrator Guide.
