Understanding Clauses and 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.
How to add a Standard Clause
Follow the steps below to create a Standard Clause.
From the homepage, click the gear icon at the bottom left to access the Application Settings.
From the Application Settings, click
.Next, click
.Enter a name for the clause in the Name field, then select a Clause Type from the drop-down menu.
Use the Object Type drop-down menu to select an object type (Contact, Contract, Organization, Assignment, or Request) and (optionally) enter a description in the Description field.
Click the
button.Next, enter the clause text in the editor window, replacing "Add Text Here" text. NOTE: Text may be entered directly or copied and pasted from another source.
Finally, when the full clause text is finished, click the
button.
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 Auto-numbering the Clauses in a Template.