Creating a Clause in a Contract Terms Template

In this demonstration you will learn how to create a clause while editing a contract terms template. The draft clause you create is submitted along with the template for approval. Once approved, both the template and the clause are available for use in the Contract Terms Library.

Steps:

1. Navigate to the Clauses tab in the contract terms template.

   Step 1

2. Click the Add Clause button.

   Step 2

3. To ensure you do not create a duplicate of an existing clause, you should search the library for similar clauses before creating a new one.

   Step 3

4. Because the library does not contain the clause you need, you will create one.

    

   Click the Create Clause button.

   Step 4

5. If the application does not automatically generate the clause number for you, you must enter an alphanumeric ID that is unique within the business unit.

    

   Click in the Number field.

   Step 5

6. Enter the desired information into the Number field. Enter

    a valid value
    e.g.
    "cz78976544"
   .
   Step 6

7. Enter a unique clause title.

    

   Enter the desired information into the field. Enter

    a valid value
    e.g.
    "Applicability of Agreement"
   .
   Step 7

8. You cannot edit the clause number or the title after you first save the clause.

   Step 8

9. If you want the contract terms to show a title that is different from what you just entered, you can enter it in the Display Title field. You can edit the display title any time you can edit the clause itself.

   Step 9

10. You must classify the clause for the Contract Terms Library.

    Step 10

11. Click the Type list.

    Step 11

12. Point to the Toolbar button of the scrollbar.

    Step 12

13. Click the General terms list item.

    Step 13

14. You can import the clause text from a Word file. If you do, you must continue to use

    Word to edit the clause in the future.

    Step 14

15. Or you can use the available rich-text editor.

    Step 15

16. For this clause, the rich-text editor is more than adequate for the job.

     

    Enter the desired information into the Text field. Enter

     a valid value
     e.g.
     "This agreement is valid for the order it accompanies."
    .
    Step 16

17. If required by the clause, you can insert variables to represent information that varies from contract to contract.

    Step 17

18. You are ready to create the clause in the Contract Terms Library.

     

    If you need to add additional  details not available here, such as information about alternate and incompatible clauses, you can do so later by editing the clause.

    Step 18

19. Click the OK button.

    Step 19

20. You must expand the folders to view the clause you added.

    Step 20

21. Click the Expand link.

    Step 21

22. And refresh the preview to see the latest edits.

    Step 22

23. Click the Refresh button.

    Step 23

24. When you submit the contract terms template for approval, any clauses you created will be submitted for approval as well.

    Step 24

25. After you have added all the terms and conditions to the template, you are ready to submit it for approval.

     

    Click the Submit button.

    Step 25

26. For your review, the application displays all the draft clauses you created or added to the template.

    Step 26

27. Click the Next button.

    Step 27

28. Validation is triggered automatically. If the template passes without errors, you can click Submit again.

    Step 28

29. Click the Submit button.

    Step 29

30. The template and draft clauses are now pending approval. They become active and available for use in contracts after they are approved.

    Step 30

This concludes the demonstration of creating a clause in a contract terms template.

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