Clause Templates

Clause templates are used to construct the standard language of clauses, exhibits, and tables. You can add events and schedules to the language view of authored and received contracts and amendments.

When the contract language is saved, clause templates are stored so that these templates can be used in contract templates, and authored and filed contracts and amendments.

Accessing Clause Templates
Clause templates are used to create the contract language. You can access clause templates from the Administration module.
Clause Tabs
When you access clause templates, you can view various tabs. The tabs contain the properties of the clause templates.
Clause Visibility Permissions
The clause visibility feature is applicable to only authored contracts and amendments, and received contracts and amendments. If the feature is disabled, you can view all the clauses of a contract if you have access to the Language tab.
Creating Clause Templates
You can create and save clause templates from the Administration module.
Modifying Clause Templates
You can use the Clause Templates feature to construct the standard language of the clauses, exhibits, tables, add events and schedules that comprise the language view of authored and received contracts and amendment.
Using Clause Templates in Line Definitions
You can use a clause template as a data definition in a line definition. The text for the clause template is displayed in the lines in the contract. Only a clause template that is already defined in Emptoris® Contract Management can be used in a line definition. The clause template data definitions can be added to a line definition only at one instance. On the Line Definition Editor: Instance tab, the clause template text is reloaded each time a line definition is opened.
Downloading and Uploading Default Line Instances
You can download and upload default line instances that contain clause template fields. However, there are some restrictions to the actions.
Deleting Clause Templates
A clause template contains the standard language of a clause and includes the legal language, terms, and other properties. You can delete clause templates if you have the appropriate permissions and if it is not in use.
Testing Clause Templates
Whenever a clause or contract template is changed, you can verify the result by testing the clause template.

Parent topic: Configuring Contract Components