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Adding repeaters dynamically into Clauses

Information and how to add repeaters (i.e., Custom Objects) dynamically into a Clause

Justin Tryon avatar
Written by Justin Tryon
Updated over 5 months ago

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 creating a Standard or Upload Clause, existing "Repeater" Clauses can be dynamically inserted wherever you want to add them in the Clause text. This provides a method to add the Custom Object data of a record where it needs to appear when generating the document from a Template.

How to dynamically add a "Repeater" into a Clause

NOTE: The Repeater Clause must be built first before you can add a repeater dynamically into a Clause. For more information on Repeater Clauses, see the How to Create a Repeating Clause article.

  1. From the Application Settings, click Clauses.

  2. Locate and click an existing clause or click New Clause to create a new Standard Clause.

  3. In the Clause editor, locate and place your cursor where you want to insert the Repeater Clause.

  4. From the top of the editor, click the Plugins tab.

  5. Next, click the button.

  6. Locate and click Repeater Clauses. This opens to a list of existing Repeaters. Click the name of the Repeater to add it to the Clause.

  7. Click to save the changes.

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