To view a clause
- Open Microsoft Word and launch the add-in.
- Log in to X-Author for Contracts and open the required agreement document. For information on opening an agreement document, see Opening an Agreement Document.
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In the Contracts pane, go to Work > Doc Clauses. If you do not see Doc Clauses under the Work tab, click the More button (
) from the menu, and select Doc Clauses. The list of clauses inserted in the document is displayed.
Note:You can identify the read-only clauses by a lock icon (
) displayed corresponding to the clause name. To know more about read-only clauses, see Making Clauses Delete Read-Only. You can identify the alternate clauses by the split arrow icon (
)displayed corresponding to the clause name. To know more about alternate clauses, see Viewing and Replacing Alternate Clauses.
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Click the Filter icon (
) to expose drop-down menus that can help you to refine your search according to All Clauses Type or Modified Clauses. All Clauses will list all the clauses in the document. Modifies Clauses will list only the clauses that have been modified in the document.
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Click on a clause name in the list. The document scrolls to highlight the selected clause in the agreement document.
Note:
Sections and supporting documents do not display in the list of clauses if they contain a smart field.
Note:For more information on tracking clauses and clause activity in your agreements, refer to the CLM for Administrators for the Salesforce platform.