Using the Playbook
While searching for clauses in the Playbook pane, within Microsoft Word, you can select Show Filter to add search criteria. Filters let you narrow down your search by specifying search criteria like Type, Category, Sub-Category, Locale, and Language. You can also set default filter values to restrict the number of clauses shown in the clause list. Playbook for FX2 templates allows you to search for a template, clause, section or supporting documents that can be inserted into the template as inline text or smart content controlled text.