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.
You can add one or more standard clauses at a time to a business document. Standard clauses are clauses that have been approved, but do not have to belong to any contract template. You may have placed standard clauses into one or more folders.
The general procedure of adding standard clauses to a business document is as follows:
First, you must decide where to place the standard clause or clauses in the business document.
Then, you must find the standard clauses either by using search criteria, or by browsing folders.
Finally, you must select the standard clause or clauses that you want to add.
Note: This procedure describes the addition of standard clauses into a business document. You can also create new non-standard clauses in a business document.
You must be in the Contract Terms page for your business document.
Select the place among the contract terms in the business document where you want add the clause or clauses. You can select a section, a subsection, or another clause.
Click Add Clause.
Search for clauses, either by using search criteria or by browsing folders.
You can search for a clause using the following search criteria:
Clause Keyword
Clause Number
Clause Type
Clause Title
Default Section
Provisions Only: Select if you want to search for Provision type clauses.
Include Future Dated Clauses: Select if you want to search for clauses that are effective as of a future date.
For more information on searching by keywords, see Clause Keyword Search Feature.
Alternatively, you can click Browse, to search folders for clauses to add to the business document.
Optionally, you can click the Show link for any clause to review the clause text and instruction text.
Select the clause or clauses that you want to add.
Click Apply.
The Contract Terms page for the business document appears, displaying the clauses that you added.
This procedure enables you to add several standard clauses to a business document. If you updating a revision of a business document, that is, with a version greater than 1, and want to specify an Amendment Description for any added standard clause, then you must update that clause separately after adding it to the business document.