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Clause Formatting on Insert Clause in FX2 Formatted Templates

For FX2 formatted templates, X-Author for Contracts has a feature that allows you to choose whether to adopt template formatting or retain clause formatting when a clause is inserted into a template. To use this:

  1. Login to X-Author Templates in word and open a pre-existing template using Check-Out.
  2. The template document opens in Word. Select a pre-existing paragraph or place the cursor in appropriate place to replace or insert a clause.
  3. Click on Playbook on X-Author Templates ribbon and search for the required clause you want to insert.
  4. On the top of Playbook Pane, select Use Clause Formatting checkbox.
  5. Click Insert.
  6. After you have inserted the clause, click Check-In.


    Note:

    Note that the inserted clause (highlighted in yellow above) retains the formatting of the clause.

    Note:

    You cannot apply Use Clause Formatting for Document Assembly Ruleset clauses, since the same settings do not apply to inserted nested clauses within Document Assembly Rulesets component clause.