Entering Variable Values


This demonstration shows how to recognize clause variables that are missing values and how to enter those values in.


Steps:

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

    Step 1
  2. The Pending Variables indicator shows the number of variables that are missing values. This contract has two.

    Step 2
  3. Variables that are missing values show up as underlines in clauses.

    Step 3
  4. You can enter the missing variable values in one of two ways.

    Step 4
  5. By running Contract Expert as discussed in a related demonstration.

    Step 5
  6. Or by using the Edit Variable Values window.

     

    Step 6
  7. Both ways of entering missing values are equivalent.  But Contract Expert may not be available in all contracts.

    Step 7
  8. Use the Edit Variable Values window to enter the values.

     

    Click the Edit Variable Values button.

    Step 8
  9. The application displays the Edit Variable Values window.

    Step 9
  10. You can view the list of all variables and their values or select just the variables that are missing values.

    Step 10
  11. Click the View list.

    Step 11
  12. Click the Pending variables list item.

    Step 12
  13. The first variable requires the state of jurisdiction.

    Step 13
  14. You can view the text of the clause where this variable is being used, but that's not required in this case.

    Step 14
  15. Enter California for the state of jurisdiction.

     

    Enter the desired information into the Value field. Enter

     a valid value
     e.g.
     "California"
    .

    Step 15
  16. The second variable requires you to enter the county.

    Step 16
  17. Click in the Value field.

    Step 17
  18. Enter San Francisco for the county.

     

    Enter the desired information into the Value field. Enter

     a valid value
     e.g.
     "San Francisco"
    .

    Step 18
  19. Click the OK button.

    Step 19
  20. Notice that the Pending Variable count is now zero.

    Step 20
  21. Entering all the pending variables values does not mean that all of the variables in your contract have values.

    That's because some variables get their values from the entries you make in the contract itself.

    Step 21
  22. For example, the variables representing the contract start and end dates in this Term of Agreement clause get their values from the entries you make when you edit the contract itself.

     

    Any missing entries in contract fields are not part of the pending variable count.

    Step 22
  23. Refresh the preview to see the effect of your changes.

     

    Click the Refresh button.

    Step 23
  24. Notice that the Jurisdiction clause now includes the two values you entered.

    Step 24

This concludes the demonstration showing how to recognize clause variables that are missing values and how to enter those values in.

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