Clause Management
Clause Management[edit]
This functionality is used to create a new contract. But if you have already created your contract (for example on a word document), it’s not necessary to create a new one with clauses (you will only have to upload your word document on the document tab).
From the Clauses Management tab, the buyer creates a new contract with standard clauses already available in the BackOffice.
Two functionalities are available:
The icon < Add clause from template > gives the opportunity to select a model with different clauses (this package of clauses is a model/template that has already been created in the Back Office). The icon < Add clause from library > proposes clauses that you can select one by one (clauses already created in the clause library).
How to create a contract from clauses ?
- Click New from the tab Clause Grouping in order to add a new clause grouping.
- Click < Edit clauses > in order to select the clauses you want to use in your contract.
- If the buyer clicks < Add clause from template >, a pop up will appear. The buyer can now select the required group of clauses.
- The other possibility is to select the clauses one by one.
- Click Add clause from library :
- The buyer selects clauses, and clicks Apply .
By clicking < Edit >, the buyer displays the clause. These will lead to a new tab that has basic and advanced Office functions for better editing.
Within the clauses you also have the possibility to track the changes. The user can compare the different versions of clauses with each other an d can make a follow up of the changes:
Clicking on the icon “Compare clauses” will lead you to the comparison page.Mark those clauses you want to compare with each other and click on the icon “Compare”.
How to create a document from clauses?
- Select a line or more and click Attach document to contract.
- A new document named as exactly as the clause selected, will be added in the “Documents” tab.
