Adding Sections and Clauses

This demonstration shows how to add sections and clauses to the contract terms in a contract.

This example adds a new section and a clause guaranteeing that the software being sold is free of viruses.

Steps:

1. Begin by navigating to the Contract Terms tab in the contract.

   Step 1

2. Use the outline on the left side of the Clauses tab for editing.

   Step 2

3. And the right side of Clauses tab for previewing the results of your edits.

   Step 3

4. To add a section, use the Actions menu.

   Step 4

5. Select where you want to insert a new section.

    

   Click the Licensing list item.

   Step 5

6. Click the Actions dropdown button to activate the menu.

   Step 6

7. Click the Add Section list item.

   Step 7

8. The application displays the Add Section window.

   Step 8

9. Use the Location field to specify where you want to insert the section.

    

   You want to insert the new section after the Licensing section and After is already selected for you.

   Step 9

10. You can insert a section from the Contract Terms Library or create an entirely new one.

    Step 10

11. You know the Viruses and Malware section does not exist in the library, so you will create a new one.

     

    Click the button to the right of the Create field.

    Step 11

12. Click the New list item.

    Step 12

13. Enter the name of the new section.

     

    Enter the desired information into the New Section field. Enter

     a valid value
     e.g.
     "Viruses and Malware"
    .
    Step 13

14. Click the OK button.

    Step 14

15. Now that you have added the section you will add the clause regarding viruses.

    Step 15

16. Select the new section.

     

    Click the Viruses and Malware list item.

    Step 16

17. Click the Add Clause button.

    Step 17

18. The application displays the Add Clauses window.

    Step 18

19. Search for the clause you want to add by clause title or other attributes. You can use the percent sign as a wildcard.

     

    Enter the desired information into the Title field. Enter

     a valid value
     e.g.
     "Virus%"
    .
    Step 19

20. Click the Search button.

    Step 20

21. One clause matches.

    Step 21

22. You can review the clause text.

     

    Click the Clause Details button.

    Step 22

23. The application displays the Clause Details window.

     

    Step 23

24. If the existing clause text is not what you need for this contract, you may be able to edit it after insertion as described in related demonstrations about nonstandard clauses.

    Step 24

25. Click the Done button.

    Step 25

26. You can also create an entirely new nonstandard clause from scratch by clicking the Create Nonstandard Clause button.

    Step 26

27. The clause you found in the library meets your needs so add it.

     

    Click the OK button.

    Step 27

28. To see the clause you inserted, you must refresh the preview.

    Step 28

29. Click the Refresh button.

    Step 29

30. To navigate to the clause, click on the section.

     

    Click the Viruses and Malware list item.

    Step 30

31. Both the section and clause you added appear at the end of your contract terms.

    Step 31

This concludes the demonstration of adding a section and a clause to the contract terms.

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