Creating a Clause in the Contract Terms Library

This demonstration shows how to create a clause in the Contract Terms Library.

Steps:

1. You will create a jurisdiction clause that requires contract authors to fill in the state and county of jurisdiction in each contract.

   Step 1

2. Navigate to the Terms Library work area.

    

   Click the Create Clause link.

   Step 2

3. Select the business unit where you want to create the clause.

    

   Click the button to the right of the Business Unit field.

   Step 3

4. Click the Vision Operations list item.

   Step 4

5. Enter a clause number if the application does not generate one automatically. This ID number must be unique for each clause.

    

   Enter the desired information into the Number field. Enter "1345".

   Step 5

6. Enter a title. The title must be unique in the business unit and you cannot edit it after you first save the clause. 

   The text you enter here is always visible when you search for the clause in the Contract Terms Library. It appears in printed contracts only when you do not enter a display title.

    

   Enter the desired information into the Title field. Enter

    a valid value
    e.g.
    "Jurisdiction Option for Customers"
   .
   Step 6

7. Enter a display title if you want to display a different title during contract authoring and in the printed contract. You can edit the display title any time you can edit the clause itself.

    

   Enter the desired information into the Display Title field. Enter

    a valid value
    e.g.
    "Jurisdiction"
   .
   Step 7

8. Select the intent to specify what what class of contracts will use this clause.

    

   Click the button to the right of the Intent field.

   Step 8

9. Click the Sell list item.

   Step 9

10. Select a clause type to make it easier to find the clause in the library.

     

    Click the button to the right of the Type field.

    Step 10

11. Click the Governing laws and jurisdiction list item.

    Step 11

12. You will now use the built-in rich-text editor to enter the clause text. You will insert variables to represent the state and county of jurisdiction.

    Step 12

13. Click in the Text field and enter the first portion of the clause text.

     

    Enter the desired information into the field. Enter

     a valid value
     e.g.
     "This agreement is governed by the substantive and procedural laws of"
    .
    Step 13

14. Now select the variable representing the state.

     

    Click the Insert Variables button.

    Step 14

15. Enter a search term to search for the variable. You can use the percent sign as a wild card.

     

    Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "State%"
    .
    Step 15

16. Click the Search button.

    Step 16

17. Select the variable.

     

    Step 17

18. Click the Done button.

    Step 18

19. You entered the first variable. Now enter the rest of the clause text and variables in a similar fashion.

    Step 19

20. When you are done, you can enter other clause details.

    Step 20

21. Enter an optional description visible and searchable both in the library and during contract authoring.

     

    Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "Jurisdiction clause for customer contracts."
    .
    Step 21

22. Click the Instructions tab.

    Step 22

23. Here you can enter optional instructions for contract authors.  No instructions are required, so we are ready to create the clause.

    Step 23

24. To create the clause you can either save.

    Step 24

25. Or you can simply click on one of the grayed-out tabs. Both actions do the same thing.

    Step 25

26. For this clause you want to provide contract authors with alternate jurisdiction clauses they can select instead of this one.

     

    Click the Related Clauses tab.

    Step 26

27. Notice that the application created the clause. The Business Unit, Number, Title, and Intent fields are no longer editable.

    Step 27

28. Back on the Related Clauses tab, add a clause that authors can select as an alternate.

     

    Click the Add Row button.

    Step 28

29. Click the Relationship list.

    Step 29

30. Click the Alternate list item.

    Step 30

31. Click the Search: Title button.

    Step 31

32. Search for the alternate clause. You can use the percent sign as a wild card.

    Enter the desired information into the Title field. Enter

     a valid value
     e.g.
     "Jurisdiction%"
    .
    Step 32

33. Click the Search button.

    Step 33

34. Click the Jurisdiction for License Agreements list item.

    Step 34

35. Click the OK button.

    Step 35

36. You are ready to submit the clause for approval by the library administrator.

     

    Click the Submit button.

    Step 36

37. The application validates your entries. If there are no errors, your clause is submitted for approval and set to the Pending Approval status which does not permit any further editing.

     

    Click the OK button.

    Step 37

This concludes the demonstration of creating a clause in the Contract Terms Library.

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