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 create a new Template
Users will select a template when they wish to generate a document. The template is like a roadmap that lists clauses in the order in which they will appear in the generated document. No text is added directly into a template.
NOTE: Only break up templates into individual clauses if the clauses change day by day based on the parameters of the contract. For any information that is generic in nature, we recommend making that all part of the same clause. That clause can also be the entirety of the template if you so choose.
Follow the steps below to create a new Document Template.
From the homepage, click the gear icon
to access the Application Settings.From the Application Settings, click
.Next, click
.Fill out the Template Form & Metadata section at the top. Fields include:
Template Name*: Required. Free-form text entry.
Template Category*: Required. Drop-down. List comes from Lookups>Template Category.
Object Type*: Required. Select from Contact, Contract, Organization or Request. Determines where the template may be used.
Template Type: Not required. This is a free-form text entry field. TIP: Use this to differentiate between Templates with different Object Type value within the same group (e.g., Standard vs. Non-Standard or Third-party).
Select the Display Null Merge Fields As Blanks toggle. NOTE: When the toggle is set to OFF, the output of the document from the template will display the tag label (e.g., {{Address}} or {{Work Phone Number}}) for any field in which the system has not data available. When the toggle is set to ON, the output of the document from the template will show a blank space for any field that has no available data.
Template Description: Not required. This is a free-form entry field.
Created By, Created Date, Updated By, and Last Updated. Updated by the system. Not editable by users.
5. Finally, click 
.
6. On the Template Designer tab at the bottom, in the Add Clauses and Formatting section, select the Paragraph Formatting style you wish to use.
None. Keeps the source formatting of the clause, including numbering, bullets, indents, etc.
Number format (1.1.1) Ignores the original clause paragraph formatting. Clauses and sub-clauses are auto-numbered when the document is generated.
Number & Alpha format (1.a.i) Ignores the original clause paragraph formatting. Clauses and sub-clauses are auto-numbered when the document is generated.
7. Select the clauses that will make up the template. The first row (clause) is added for you. To change it, go into Edit mode.
To enter Edit mode, hover over a row (clause) and click the Edit button.
If the clause should be numbered, check the Numbered checkbox; otherwise leave it unchecked.
Select the category to which the clause belongs. This allows you to filter the clause selection list by Clause Category and is helpful if your Clause Library contains a large number of clauses. The default is Clause Category (All).
Select the clause to add to the template. You can type in the field to filter the list. For example, type “preamble” to find all clauses that contain the word “preamble”. If a clause category was selected, the list is further filtered by clauses in that category.
Click the Done button to exit Edit mode for that clause.
Click to add the next clause and repeat steps above.
Once you are finished selecting clauses, or at any time during the process of building the template, click 
.
How to Edit a Template
Additional Edit Mode functions
The following are additional editing functions in the Template editor.
Use the "plus" button to add a new row (clause). Will be added after the last clause, not under the current clause.
Use the +Sub button to add a sub-clause under the current clause.
Use the +Rule button to define a condition or rule for the clause. See Help topic Adding Clause Rules to a Template.
Click the Edit-Clause button to leave the current template and open the selected clause in the Clause Library so you can view or modify the text. CAUTION: before you click, save the template or you will lose all changes since the last save.
Click the X button to remove the clause from the template. You'll be asked to confirm; click OK.
NOTE: Changing the order of Clauses is as simple as dragging and dropping the clause rows to re-order them in the Template.
Template Preview Tab
To view a preview of the Document, click the Template Preview tab located next to the Template Designer tab.
