During the process of negotiation, a user may find a section of text that they would like to make smart or replace with a clause from the Playbook library.
Mark Clause is available for Agreement documents generated from FX2 Templates. This is similar to the Insert Section feature in the pre-existing format framework.
A user can mark a clause in a contract document through one of two ways:
- Drag and drop the selected content onto the library node to mark a one-off clause.
- Drag and drop the selected content onto a clause in the clause list.
This has implications for the imported document, 3rd party paper and document during negotiation cycles.
Mark Clause button is disabled in the X-Author Contracts ribbon if your agreement's protection mode is: Read Only, Fill in Form Fields, or Insert comments.
With each action such as insert, modify or delete you make to the smart clause, the Agreement Clause related list in your agreement record reflects these changes effectively. For more details, refer to Tracking Clauses in your Agreement.
