Understanding Clauses & Templates
Clauses are pre-written segments or blocks of text (not already in Contract Logix) that are utilized in Contract Templates, and these templates are used to generate "First party" or "Your paper" Contract documents.
NOTE: Clauses and Templates are a feature available only in accounts which have paid for them.
Understanding a Clause Rules
Clause Rules allow you to set rules based on data field values. These rules determine whether a clause should be included when a document is generated. For example, you could set up a rule so that a certain clause is included in the document if the External Organization State = California, as seen below.
How to Add a Clause Rule
Follow the steps below to Add a Clause Rule:
From the Homepage, click the gear icon to open the Application Settings
From the Application Settings menu, locate and click
.
3. Locate and click the name of the Template to edit it and add the rule.
4. Hover over the Clause from the list of clauses and click Edit to to enter the edit mode.
5. Click the 
button on the Clause row.
6. Define the parameters of the Rule:
In the first field, select the data field to evaluate, e.g. ExternalOrganization.State.
In the second field, select an operator, e.g., equal.
In the third field, enter the value to compare against the data field value, e.g., CA.
To add more rows to the rule, click the
button and define each rule as above. To join the rows, choose the AND or OR buttons.To add a new group of rules, click the
button and define as above.To delete a single row, click the
button.To clear all rows, click the
button.
7. When finished, click OK to close the Clause Rules pop-up window. Click the Done button to exit Edit mode.
NOTE: Clauses with rules are indicated by this icon
after the clause name.