Running Contract Expert

This demonstration shows how to run Contract Expert on a sales contract.

Steps:

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

   Step 1

2. If the Clauses tab includes the Contract Expert Last Run indicator, you must run Contract Expert on the contract to ensure no additional clauses are required.

   Step 2

3. If you created the contract using the Contract Wizard, then Contract Expert runs automatically for you. You may want to run it again to make sure that the contract terms are up to date.

   Step 3

4. The Not Run value indicates that this particular contract was not created using the Contract Wizard and that you have not yet run Contract Expert.

   Step 4

5. Click the Run Contract Expert button.

   Step 5

6. The application displays the Run Contract Expert window.

   Step 6

7. Contract Expert first asks you to enter any missing variable values.

   Step 7

8. Two variables in this contract are missing values.

   Step 8

9. Enter the state of jurisdiction.

    

   Enter the desired information into the Value field. Enter

    a valid value
    e.g.
    "California"
   .
   Step 9

10. Now enter the county of jurisdiction.

     

    Click in the Value field.

    Step 10

11. Enter the desired information into the Value field. Enter

     a valid value
     e.g.
     "San Francisco"
    .
    Step 11

12. You can view the clauses that use the variable.

     

    Click the Clauses Using Variable button.

    Step 12

13. The application displays the clauses that use the variable.

    Step 13

14. There is only one in this contract: the jurisdiction clause.

    Step 14

15. Variables in the clause text are surrounded by square brackets and at (@) signs.

    Step 15

16. Looks like this clause is using both variables.

    Step 16

17. Click the Done button.

    Step 17

18. Click the Next button.

    Step 18

19. Contract Expert may ask you to answer questions to determine if additional clauses are required.

    Step 19

20. The first question asks you if an audit is required.

     

    It is, so answer Yes.

    Step 20

21. Click the button to the right of the field.

    Step 21

22. Click the Yes list item.

    Step 22

23. Next, Contract Expert asks you if you negotiated a penalty in case of noncompliance.

     

    You haven't, so answer No.

    Step 23

24. Click the button to the right of the field.

    Step 24

25. Click the No list item.

    Step 25

26. Click the Next button.

    Step 26

27. Contract Expert displays any recommended clauses.

    Step 27

28. In this case there is only one: an audit clause.

    Step 28

29. Contract Expert inserts the clause into the contract if the Insert Into Document check box is selected.

     

    Provided you have the privileges, you can reject the recommendation by deselecting the check box.

    Step 29

30. You have completed running Contract Expert.

     

    Click the Finish button.

    Step 30

31. The application confirms that the selected clauses were inserted.

     

    Click the OK button.

    Step 31

32. Notice that the application inserted a new Commitments section along with the clause.

    Step 32

33. And that the Contract Expert Last Run indicator now shows that you ran Contract Expert.

    Step 33

34. The Pending Variables count is now zero. There are no more variables missing values.

    Step 34

35. Refresh to see the changes in the preview.

     

    Click the Refresh button.

    Step 35

36. You can navigate to the new clause by selecting the new section.

     

    Click the Commitments link.

    Step 36

37. Here is the audit clause inserted by Contract Expert.

    Step 37

This concludes the demonstration of running Contract Expert on a sales contract.

Table of Contents  Start Topic