You can build a hierarchy of sections and subsections and insert clauses into this hierarchy. You can create a new section or select from a pre-defined Library of sections. If you pick a section from the Library, you cannot override the section name. To add clauses, you need to define at least one section on a template.
To add a section to a contract template, select the location for the section. You can select an existing section and choose to add the new section before, after, or within the section. If you choose to add the section within the selected section, it is treated as a subsection.
Note: You can only update sections that are manually added. Sections that are added from the Sections Library cannot be updated.
You must be in the details page for your contract template.
Click the Clauses subtab.
Select an existing section. If no sections exist on the Contract Template page, select the Contract Terms entry.
Click Add Section.
The system displays the Add Section page.
In the Location field select the appropriate location for the new section.
In the Create field, select one of the following options:
From Library: Select this option if you want to select a section from the Sections Library. In the Title field, enter the title for the section, or search for the Title using the flashlight icon and select from the list that appears.
New: Select the New option if you want to add a section manually. Enter the Title and Description for the new section.