The following applies when the Contract Source of a business document is Structured Terms. For contract terms in an attached document, use an offline application to perform this action directly on the document.
From the Contract Terms page, you can update clause details in a business document.
To update a clause in a business document, start with either of the following procedures:
View the clause first, by clicking the Title link for the clause, then click Update.
Note: If the Protect Text check box is set for the clause, you cannot update the clause.
Click the Update icon for the clause.
Click the Import or Export button for the clause. You can also preview the clause details in a PDF format.
In the Update Clause page make the necessary changes to the clause.
You cannot change the clause type.
If you updating a clause in a revision of a business document, that is, where the version number is greater than 0, you can optionally enter text into the Amendment Description field, to document the changes you are making in the revision.
You can also optionally select the Print Text check box, to enable the text of the clause to appear under the Amendment Description in the output produced when you preview the document.
Optionally, you can add variables to the clause.
If you have added variables to the clause, you can perform the following operations for each added variable:
Click the Value flashlight icon, and select a value for the variable.
To insert the variable into the text, click the place in the text where you want the variable to be added, then click the Insert icon in the Clause Variables section for the variable to be added.
You can update a clause and export the changes to a document in MS-Word or you can import clause details from an MS-Word document. In addition, you can preview the clause details as a PDF file.