A block of text or fields can use the Mark Clause menu to gain a clause boundary and Smartness properties. Upon generating the document, only the clauses marked as Smart will have the clause boundaries.

While constructing a template, you may have a block of text that you may not want in the playbook, but in the context of an agreement template (and later a contract), you would like to add smartness property. The Mark Clause menu allows the user to add properties into inline text in the agreement template. After utilizing the Mark Clause functionality, the new clause will be added to the Control Panel corresponding to its location in the document. Any clause formed from the Mark Clause functionality will have, Marked as Smart as True by default. Unless changed, it will be a smart clause in the context of a contract document.

You can mark text as smart by highlighting the desired text within a checked out Template, selecting the Mark Clause menu from the X-Author Templates ribbon tab, and then filling in the appropriate clause details.

While marking a clause, please keep the following points in mind:

• It is recommended to only mark clauses which are not inserted from the Playbook. In other words, you cannot mark a clause as smart inside an existing clause record.
• A template containing Sections, Tables, Images or Reference Merge Fields cannot be marked as smart. Only text-based clauses and clauses containing the Microsoft Word Tables can be marked as a clause.
• After you mark the selected content as a clause, you cannot mark any other part of the same content within the boundary of the Marked clause as a different clause record.

If you have marked the wrong section of the text or you have not captured all of the text that you wanted, you can Unmark a clause. A clause can also be Unmarked by right-clicking the clause in the Control Panel and choosing Unmark. This undo action can only be done in the same session the clause had used the Mark Clause menu functionality, prior to check-in of the template.