Creating and Changing a Contract Clause

Prerequisites

You must have the appropriate rights to create and edit a clause. Additionally, the current phase of a clause, and the configuration rules associated with that phase, determine whether you can edit the clause. For more information, see Contract Creation Phases Header

To supply the text of a clause, you must create a clause document in Microsoft Word.

Procedure

Creating a Contract Clause

Choose Contract Management Clause Library Clause List .

Note
You can also create a clause by choosing Setup Document Setup Contract Generation Clause Library .

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On the Clause List page, choose New.
On the Create New Clause page, enter basic clause information.
For more information, see Contract Clauses.
Under Content Options, add one or more clause documents to the clause. For details, see Maintaining a Contract Clause Document.
Save your entries.
Optionally, add variables to the contract clause. For details, see Maintaining a Contract Clause Document.
Optionally, change the phase of the contract clause.
To include the clause in sections and templates that can be used to create contracts, you must advance the phase to Approved. For more information, see Phases.

Editing a Contract Clause

Note Note

Changes made to a clause apply to every section containing that clause.

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Note Note

When you cannot edit a clause, you might choose to revise the clause for versioning instead. For details, see Revising a Contract Clause for Versioning.

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To edit a clause:

On the Clause List page, choose the clause to edit.
Edit basic clause information, add or remove clause documents, add variables, and change the phase of the clause as needed.

Note
To edit the text of a clause, you must edit the clause document in Microsoft Word, delete the document under Content Options, and then re-add the clause document.

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Save your entries.