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.
When adding a new clause to the Clause library, there are three options to choose from, as seen below.
Use a Standard Clause for an empty legal clause. You may type the clause directly in the clause editor window, or copy the clause from another external source and paste it into the clause editor window
Use Repeating Clause as a template for repeating rows when the clause includes data from another record's line items (i.e., Custom Objects)
Use Upload Clause for uploading a pre-existing document file to use as a clause in the library
For details on adding Standard Clauses, see below.
For details on how to set up Repeating Clauses, click the How to create a Repeating Clause article link.
For details on uploading a pre-existing document as a clause, click the How to create an Upload Clause article link.
After adding the clause, you may insert merge fields. For details click the How to Add Merge Fields to a Clause article link.
In order to generate a document, clauses must be added to a Template. For details, click the Creating Document Templates article link.
How to add a Standard Clause
From the homepage, click the Application Settings Cog/Gear icon.
From the Applications settings, click
.
3. Click 
at the top left.
4. Enter a Name for the clause, select a Clause Type from the drop-down and enter a Description.
5. Click the 
button.
6. Select an Object Type from the dropdown. Objects types are: Contract, Contact, Organization, Assignment, or Request and determine where the clause may be used.
7. Enter the clause text in the editor window, replacing “Add Text Here” text. Text may be entered directly or copied and pasted from another source.
8. Click the 
button to save the new Clause.
TIP #1: Text copied from Word documents may include hidden formatting. We recommend you copy the text to an editor like Notepad or use some other method to strip all external formatting before pasting text into the clause editor.
TIP #2: If you want the system to auto-number clauses, don’t include the clause number in the clause. See How to Number the Clauses in a Template.