Browsing Clauses for Folders to Add to a Business Document

The following applies when the Contract Source of a business document is Structured Terms.

In the process of deciding which clauses to add to a business document, you can browse folders to see the clauses in the folders.

Prerequisites:

You must have started the process of adding standard clauses to a business document, and then clicked Browse.

The system displays a list of folders and, at the foot of the page, the clauses for the first folder.

Steps:

  1. To view all clauses assigned to a particular folder, select the folder.

    The clauses that appear have the following properties:

  2. Optionally, you can click the Show link for any clause to review the clause text and instruction text.

  3. Optionally, select the clause or clauses that you want to add to the business document, and click Apply.

    The Contract Terms page appears, displaying the clauses that you added.

Amendment Descriptions for Added Standard Clauses

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.

See Also: