Selecting Alternate Clauses


This demonstration shows how to substitute alternate clauses in your contract and how to identify clauses where alternates are available.


Steps:

  1. Begin by navigating to the Contract Terms tab.

    Step 1

  2. You can identify a clause with alternates by the double-sided arrow on its icon.

    Step 2

  3. Select the clause to view the alternates.

     

    Click the Jurisdiction list item.

    Step 3

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

    Step 4

  5. Click the Select Alternate Clause list item.

    Step 5

  6. The application displays the available alternate clauses in the Select Alternate Clause window.

    Step 6

  7. The current clause in the contract  is highlighted with a check mark.

    Step 7

  8. There are two alternate clauses available for selection.

    Step 8

  9. Let's examine the first alternate clause.

    Step 9

  10. Select the clause.

     

    Click the Jurisdiction cell.

    Step 10

  11. Now view the text of the clause.

     

    Click the Clause Details button.

    Step 11

  12. The application displays the text of the alternate.

    Step 12

  13. Click the Done button.

    Step 13

  14. You can compare the text of this alternate with the existing clause text.

    Step 14

  15. Click the Compare Clause Text button.

    Step 15

  16. The application displays the comparison of the two clauses in the Compare Clause Text window.

    Step 16

  17. The alternate clause you are substituting specifies California as the state of jurisdiction.

    Step 17

  18. The current clause includes variables that require you to enter the state. Variables are indicated by square brackets and at (@) signs.

    Step 18

  19. You can view the text of the current and new clause separately by expanding each of the regions.

    Step 19

  20. Expand the text of the current clause.

     

    Click the Expand Current Clause button.

    Step 20

  21. Now view the text of the alternate clause.

     

    Click the Expand Alternate Clause button.

    Step 21

  22. Click the Done button.

    Step 22

  23. Substitute the selected alternate clause.

     

    Click the OK button.

    Step 23

  24. You must refresh to see the change.

     

    Click the Refresh button.

    Step 24

  25. The preview now displays the alternate clause.

    Step 25

This completes the demonstration of alternate clauses.

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