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X-Author for Contracts

Clauses

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Marking Plain Text as Clauses in a Template

You can use the Mark Clause menu to apply clause boundary and smartness property to a block of text. On generating a document, only the clauses marked as smart have the clause boundaries.

While constructing a template, you may have a block of text that you may not want in the Clause Library, but in the context of a contract template (and later a contract), you would like to add the smartness property. Using Mark Clauses feature, you can add smartness property to an inline text in the contract template. Any clause formed from the Mark Clauses feature will, by default, have Smart Clause property turned on.

While marking a clause:

  • Only mark clauses that are not inserted from the Clause Library. In other words, you cannot mark a clause inside an existing clause record as smart.
  • After you mark a block of text as a clause, you cannot mark any other clause within the boundary of the marked clause.

To mark a clause in a template

  1. Open Microsoft Word and log in to X-Author for Contracts.
  2. From the Contracts pane, click the Home button () and select Templates.
  3. in the Templates pane, search and open a template.
  4. Highlight the content (inline text) of the template that you want to mark as a clause.
  5. After highlighting the content, go to Work Tab> Mark Clauses. If you cannot see the Mark Clauses option in the Work tab, click More and select Mark Clauses.
  6. In the Mark Clause form, specify the following details for marking a clause,

    Field

    Description

    Clause Name

    Enter a new name of the clause.

    Category

    Select a category for your clause. The values of the categories are defined by your admin and help in filtering the clauses. This is displayed from the Agreement clause object.

    Subcategory

    Select a subcategory for your clause. Options in the list will change based on the category you selected. This is displayed from the Agreement clause object.

    Exception

    Select a term exception record from the drop-down list to associate with your clause.

    Risk Rating

    Select an appropriate risk rating for your clause. Valid values are:

    • Green
    • Red
    • Yellow

    Materially Significant

    Select this check box if you want to make your clause materially significant.
  7. Click Save.
Your clause is successfully marked and acquires content control border.

After marking the clause you can go to Work > Clauses, to confirm that the marked clause is recognized in the document.

User Guide
Salesforce
X-Author for Contracts

March 7, 2025