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Auto-numbering the Clauses in a Template

Information on and how to auto-number the Clauses in a Template

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

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.

Use this feature to allow the system to automatically number clauses and sub-clauses based on their sequence in the template. If you choose to auto-number, you should NOT insert clause numbers in your clauses. If you do not wish the system to apply auto-numbering, select None.

NOTE: Continued Numbered List checkbox - Select this option if you have clauses that require numbering to continue, and the continue option isn't functioning. This option enables the system to automatically update the numbering formats for certain use cases.

Follow the steps below to auto-number the Clauses in a Template:

  1. Access the Application Settings. Click to open the template list grid.

  2. At the top of the Template Designer tab, choose the desired Paragraph formatting: None - The template will keep the source formatting (including numbering style) from the clause. See NOTE above for Continued Numbered List checkbox, or Number Format (1.1.1), or Number & Alpha Format (1.a.i).

  3. For Number Format and Number & Alpha Format, check the 'Format' checkbox in front of each Clause that should be numbered. If the Clause should not be numbered, leave the 'Format' checkbox empty.

See also:

How to Create Document Templates

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