Field

Description

Name

Enter a name for the clause. This is a required field

Type

Select a type for the clause. You can choose from among the following default options:

The options in this list can be configured by a system administrator.

Description

Enter a short description for the clause. The description should be targeted to users who will be editing or using the clause. This field value is limited to 256 characters

Version

Indicates the version number of the clause. You can create new versions by choosing Actions. This field is read only.

Owner

By default, the document creator is selected as the clause owner. Use the dropdown option to select another owner. This field is informational only and does not affect the behavior of or access to the clause.

Master Agreement Term

Choose Lookup to select a master agreement term to associate with this clause. This field is informational only and does not affect the behavior of or access to the clause.

Comments

Enter comments describing the intent of the legal text in the clause. You can enter a field value of up to 2000 characters.

Content Options

Choose Add to select and add a clause document. A clause document is a Microsoft Word document that contains the legal content of the clause. You can add more than one clause document if multiple preapproved legal options are available for this clause.

Content Description

Enter a short description indicating the business conditions under which this particular Content Option should be used. This text is displayed in the Contract Creation wizard when the user is prompted to select a Content Option

Default

Select one Content Option as the default option. This can be used to steer users toward a particular option in the Contract Creation Wizard.

Set Document

Choose this to change the document associated with this content option.