When managing a contract, there is often legal language that may be required to exist in the agreement document in multiple locations. Using the standard workflow when designing an agreement template, the Template Administrator inserts clauses directly into the template, which are rendered in the agreement document when it is generated. Contract managers and negotiators then open the generated document and insert, modify or delete clauses as needed. The limitation with the standard workflow is that when numerous occurrences of the same clause are needed in a contract, each must be manually added to the template by either the Template Admin or the Contract Manager.

This feature provides Template Administrators with the ability to instead insert bookmarks into the Agreement Template. Each bookmark contains a reference to a single clause in the template library. When the agreement document is generated, clauses inserted as bookmarks are not populated in the agreement document. Instead, when a Contract Manager works with the document, they 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.

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.