This section lists changes in the documentation to support each release.
DocumentPublication DateTopicDescription
October '23 Release

 

Clauses

Added best practices to the overview. 

 

Using the Clause Library for a Template

Added the following note:

Older templates with clauses inserted from the Clause Library will still allow edits. Restriction of edit actions on inserted clauses applies only to clauses inserted after the October'23 release.

 

Internal Review using Office 365Updated note at the bottom of the topic. 

 








Checking in a Contract DocumentAdded Step 7 which details the Retain Document Name option. 
Creating New TemplatesAdded Clause Behavior entry to the options table. 
Using the Clause Library for a Template
  • Updated with information on inserting read-only clauses.
  • Added a note stating that after you insert a clause into a template, you cannot edit text, insert or mark a field, or mark segments within the clause. 
Using the Clause Library for a ContractUpdated with information on inserting read-only clauses.
Marking Clauses

Added the following:

  • Category and subcategory fields are retrieved from the Agreement clause object
  • If the Category and Subcategory do not match the Agreement Clause object when promoting a clause from the Template Object, then users must manually select the Category and Subcategory while marking a clause.

Removed outdated content.

Making Clauses Delete Read-Only in a Template

New Topic

Inserting Fields in a Template

Updated topic with Read-Only Field option information 

Promoting Clauses to Clause Library

Added the following:

  • Category and subcategory fields are retrieved from the Agreement clause object
DocumentPublication DateTopicDescription
February '23 Release

 


Mixed Review using Office 365Created a new topic.
Inserting Fields in a TemplateAdded a bullet point inside the note at the last.