How to create a Repeating Clause | Contract Logix Help Center

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.

A Repeating Clause is created as a template for repeating rows/line items in Custom Objects when generating a Document from a Template. They can be utilized with the various Object Types and any Custom Objects in those records. When creating them, choose a list, a table, or a table with headers and customize the exact data elements you want in the format output.

Follow the steps below to create a Repeating Clause.

From the homepage, click the gear icon at the bottom left to open the Application Settings.
In the Application Settings, click .
Click .
In the Name field, enter a name for the new Clause.
Select a Clause Category from the drop-down menu. NOTE: Clause Categories are set up in Lookups and are best used for sorting and filtering the clauses to add to a Template.
Next, select an Object Type from the drop-down menu. The choices are: Contract, Contact, Organization, Assignment, and Request and determines where the clause will be used and the Custom Objects available.
Optionally, enter a description in the Description field.
Locate the Repeater Clause and under Repeater Object, select the Custom Object for this clause (NOTE: only one Custom Object is permitted per Repeater Clause).
Up next, choose the format for the rows. The options are: List, Table, or Table with Headers.
Choose the Sort Order for the List, Table, or Table with Header. The Sort Order feature provides these options:
- Ascending (e.g., 0-9 OR A-Z)
- Descending (e.g., 9-0 OR Z-A)
Choose Order By - this is dynamic and the options will change depending on what is chosen as the Repeater Object. NOTE: ID Asc (Order Added) or ID Desc (Order Added) does not have a "Choose Order By" option.
Click the Create Repeater Clause button.
Set up the repeating row template. NOTE: Only one row needs to be defined. The final document will include as many rows as there are rows (i.e., Custom Objects) in the record.
1. For Lists, select the numbering or bullet style to use for the list.
2. For Tables, one column will be added to the text area by default. To insert additional columns, select Insert from the right-click menu.
3. For Tables with Headers, see above. Insert the desired number of columns and enter a header for each column.
Inserting the line item (i.e., Custom Object) Merge Fields, from the Clause editor window select the plugins tab, and then click . Next, scroll to the section for the Custom Object you selected in Step 8. Insert the cursor in the text or table where you want to place the data, and then click on the field you wish to insert. You can repeat this process as needed to best represent the necessary data from the Custom Object.
Click to save the Clause.