Refresh Clauses functionality allows to keep your agreement template up to date. If the agreement contains clauses, and one clause has been changed but not published, this functionality can update the clause in the agreement template in context.

To refresh clauses in a template

  1. In the X-Author Templates ribbon, click Refresh Clauses.
    If the Template contains clauses with no changes, you will see a message stating, All clauses are up-to-date.

    If the Template contains clauses with changes, you will receive a message showing which clauses need to be refreshed.

  2. Click Refresh to update all of the clauses that are within your main Template.
  3. Click OK when you receive the confirmation dialog box stating All clauses are refreshed successfully.