Create or edit a contract clause
As a contract configurator, create or modify clauses that manage clause variations that are mapped to contract templates.
Before you begin
Role required: sn_cm_core.contract_config
Procedure
Navigate to All > Contracts Core > Contracts Administration > Clause Management.
Choose whether you are creating a new clause or modifying an existing clause.
- To create a clause, select New.
- To modify an existing clause, open a clause from the list.
- On the form, fill in the fields.
| Field | Description |
|---|---|
| Number | This field is automatically populated with a unique number. |
| Name | Unique name for the clause. |
| Contract Type | Type of contract for which you want to associate the clause.Note: Only active contract types are displayed in the list. |
| Table | Table to which you want to associate the clause.Note: The Contract Request table [sn_cm_core_contract_request] is selected by default to centralize the configuration on a single table and improve reusability across product lines. You can choose to configure the clause library on a different table. Example: If you select Legal Contract Request table, the clause will appear only for the templates associated to that table. |
| Description | Information about the clause. |
| Application | Application to which the clause belongs. This field is automatically set to the application scope in which you’re creating the clause. |
| Active | Option to make the clause active and available for use. Note: While editing an existing clause, you can’t set the clause as inactive if an active clause variation is present. |
Right-click in the form header and select Save.
The clause is saved and the related lists for Clause variations and Templates appear.
Save the clause.
- To save a new clause, select Submit.
- To save the changes to an existing clause, select Update.
Create a clause and clause variations
What to do next
Create clause variations to use them in the document template for a predefined condition. For more information, see Create a clause variation.
Parent Topic:Configure dynamic clauses for contract templates