Smart clauses, like smart fields are parts of a contract that can be reconciled between versions of an agreement, and noted in the agreement record. This can be used during negotiations when clauses are redlined. Clauses that have been changed will be reconciled during Preview Reconcile and Check-In Reconciliation. Clauses can only be smart in the context of a generated contract document.

In the process of negotiations, a contract may get redlined multiple times. During these redlines, a user may choose to accept the changes made to the contract. Smart Clauses provides visibility onto the changes made in the contract document by allowing the user to view the changed clauses in Preview Reconcile, Check-in Reconciliation and when a clause change has been checked in, on the agreement record. During either of the reconciliation process, the clause view will be Read Only.

The Mark Clause menu in X-Author Contracts allows the user to take a block of text in an agreement document, and turn it into a smart clause. In some cases, the user may be able to take a block of text, and replace it with a clause from the playbook that will become a smart clause. This has implications when looking at use cases pertaining to 3rd party documents and importing offline agreements.

With each action on the smart clause, such as insert, modify or delete, the Agreement Clause related list in your agreement record reflects these changes effectively. For more details, refer Tracking Clauses in your Agreement.