The Playbook allows you to access a library of previously defined clause templates in Apttus Contract Management for use with your document agreement type during negotiations. Instead of editing clauses already in the document or inserting static text, you can insert clauses from Playbook directly into the agreement document and track and manage changes to clause content as negotiations proceed. 

Unless explicitly stated, any mention in this guide of fields or clauses should be considered a reference to smart fields and clauses.

To use Playbook, go to Work tab in X-Author Contracts pane and select Playbook tab. You can use the Playbook in the agreement document to:

  • Mark New Clause
  • Mark
  • Insert
  • Insert Smart

To search clauses in the Playbook

  1. In the X-Author Contracts pane, go to Work > Playbook. 

  2. Enter a search term in the Search Clauses text box and click the search icon to list all the available clauses.

  3. If you need to add filter criteria for the clauses, in Search Clauses, click the clause filter icon () to get filtering options. You can filter your clause search based on clause Category, Subcategory, Locale, Language, and Type.

To use non-versioned clause templates

You will likely have many clause templates in your org that were created before enabling Template Versioning. In this case, these clause templates will not have a template version. You can access the non-versioned clause templates from Playbook after Template Versioning is enabled. The system assigns the existing non-versioned clause templates automatically as version 1.00 when you perform the following actions:

  • Select the clause template
  • Mark
  • Insert
  • Insert Smart

The version number is added to the Template record as Template Version. You can see the active version along with the text and guidance when selecting the clause. You can insert an active version of a clause from Playbook into the agreement document. 

For more information about Template Versioning, see Template Versioning topic.