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.
Use an Upload Clause when you want to upload an existing Word document to use as a Clause for a Template. NOTE: you must also add the clause to a template in order to generate documents. For more information, see the Creating Document Templates article for details.
Follow the steps below to create an Upload Clause.
From the homepage, click the gear icon to open the Application Settings.
In the Application Settings, click
.Next, click
In the Name field, enter a Name for the Clause.
Next, from the drop-down menu, choose a Clause Category. NOTE: Clause Categories are used to sort and filter clauses and are customized in Lookups.
From the Object Type drop-down menu, select the object for the Clause. The options include: Contact, Contract, Assignment, Organization, and Request.
Optionally, enter a description in the Description Field.
Drag and drop the Word or Text file into the Upload Clause dropbox, or click the dropbox to open a finder window.
Next, click
.Your document now appears in the Clause text editor. Add Merge Fields by clicking the plugins tab, and then clicking
.Once the Clause text is edited, click
to save the Clause.
NOTE: The ability to utilize the Upload and Replace feature is limited to Standard and Upload Clauses only, with the benefit of using Upload and Replace being the association with any document Template remains. Also, any Clause that is modified is tracked through the Clause Version Control, seen at the bottom of the clause editor.