Creating Nonstandard Clauses

This demonstration shows how you create nonstandard clauses in a contract either by editing a standard clause or by creating a nonstandard clause from scratch.

Steps:

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

   Step 1

2. Suppose you are selling software services and you agree to reduce the potential increase in support fees from six percent to four percent a year.

    

   You must first locate the technical support clause you need to edit.

   Step 2

3. Expand the outline on the Clauses tab to view the clause titles.

    

   Click the View menu bar.

   Step 3

4. Click the Expand All list item.

   Step 4

5. This looks like the clause you need to edit.

    

   Click the Technical Support list item.

   Step 5

6. Here is the fee the customer wants changed.

   Step 6

7. Click the Edit Clause button.

   Step 7

8. The application displays the clause in the Edit Clause page.

   Step 8

9. Scroll down to find the mention of the six percent increase.

    

   Click the scrollbar.

   Step 9

10. Now replace the 6 with a 4.

     

    Double-click on the number 6 to select it.

    Step 10

11. Enter a 4.

    Step 11

12. Click the OK button.

    Step 12

13. The application warns you that you are about to make the clause nonstandard.

     

    Click the Yes button.

    Step 13

14. Notice that the icon of the clause changed to indicate this is now a nonstandard clause.

    Step 14

15. The customer also asked you to insert a clause that guarantees the software you are selling is free of viruses.

    Step 15

16. You could use the Add Clause button and search for such a clause in the Contract Terms Library, but you already know that no such clause exists.

    Step 16

17. You must create a nonstandard clause from scratch for this contract.

    Step 17

18. Select the clause in the outline where you want to insert the new nonstandard clause.

     

    Click the Ownership and Restrictions list item.

    Step 18

19. Now create the clause.

     

    Click the Actions menu bar.

    Step 19

20. Click the Create Nonstandard Clause list item.

    Step 20

21. The application displays the Create Nonstandard Clause window.

    Step 21

22. Enter the clause title.

     

    Click in the Title field.

    Step 22

23. Enter the desired information into the Title field. Enter

     a valid value
     e.g.
     "Viruses and Malware"
    .
    Step 23

24. Classify the clause by selecting a clause type.

     

    Click the Type list.

    Step 24

25. Click the General terms list item.

    Step 25

26. You could import the clause text from a Word 2007 document by using the Import button.

    Step 26

27. But for most clauses you can just enter the clause text using the built-in Rich-Text Editor.

    Step 27

28. In the Text field, enter the clause text.

     

    Enter the desired information into the field. Enter

     a valid value
     e.g.
     "Vision Operations guarantees the software is free of  viruses and other malware."
    .
    Step 28

29. Click the OK button.

    Step 29

30. Refresh the preview so it reflects your latest edits.

     

    Click the Refresh button.

    Step 30

31. Notice that the application inserted the nonstandard clause with its characteristic icon.

    Step 31

32. The contract terms now include two nonstandard clauses.

    Step 32

This concludes the demonstration of creating nonstandard clauses.

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