Clause content typically includes text, smart fields, read-only fields, merge fields, MS-Word tables, and style segments. You can insert a clause from the Playbook into a document in two different ways, as described below.

  • Inserting as an inline clause: An inline clause is a clause which does not have a content-control border around it. The inline clause contains static text and the content of the clause cannot be edited in an agreement document. Moreover, when you insert an inline clause it is not recorded in the Doc Clauses list and the clause reconciliation page. If you insert a clause containing smart fields as an inline clause, the values in the smart fields are converted to plain text and do not have a content-control border.
  • Inserting as a smart clause: A smart clause is a clause with content-control border. A smart clause contains text that can be edited in an agreement document. When you insert a clause as smart, you can see it in the clause list of the Doc Clauses tab of X-Author Contracts. Additionally, when you make changes to the content of a smart clause, those changes are tracked through redlines and you can see the changes recorded on the clause reconciliation page.

When you insert an agreement clause into a document, it is only valid for that specific agreement document.

To view the content of a clause listed in the Playbook panel, click the Clause Name. A section displaying the text of the clause is displayed below the clause list. Click the clause text to scroll.

To insert a clause

  1. In the X-Author Contracts pane, go to Work > Playbook > Search Clauses.
  2. In Search Clauses, click the search icon to list all the available clauses or enter a search string to search a specific clause. You can also click clause filter icon  to get filtering options. You can also filter your clause search based on clause Category, Subcategory, Locale, Language, and Type.
  3. In the agreement document, place your cursor at the point of insertion.
  4. Select the clause from the Playbook pane, click more icon next to the clause name and click Insert to insert the clause as an inline clause (or non-smart clause) in your document.
    OR
    Select the clause from the Playbook pane, click more icon next to the clause name and click Insert Smart to insert the clause as a smart clause in your document.

You get a success message and if you have selected Insert Smart, the inserted clause is marked as a smart clause (shown with a grey border). The text of the inserted clause appears redlined in the agreement document if the agreement's protection level is set to Insert Comments and Track Changes.

If you have inserted the clause as smart, you can go to Work tab > Doc Clauses to confirm that the clause is now recognized in the document. When you check in the document, any smart clauses can be reconciled to the agreement and information of the inserted clause is added to the Agreement Clause related list on the agreement record.

If you insert an inline clause as text and check in with any save option, you can view the clause entry in the Contract Management Agreement Clause related list with action as InsertedAsText.

If you insert an inline clause as text inside a smart clause and check in with any save option, you can view the clause entry in the Contract Management Agreement Clause related list with action as Modified.

To learn how the Agreement Clause related list is populated with each insert, modify and delete action, refer to the Apttus Contract Management Administrator Guide.

Behavior and Recommendations

Inserting a smart clause into a cell of a Microsoft Word table produces an error. To prevent this error, you must insert a space in the cell of the table before and after a clause.