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Once the clauses are created, you can create a print template that inserts the conditions and the specific clauses you want. Please review Print Document Template Syntax Reference for details on the syntax to use to insert a clause into a print template.

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For the same contract types, the user may can also select from any optional clauses that have been defined . We have four default optional clauses shown above in in the Print Template Clauses table using the Select Optional Clauses Clause(s) field. The user may can select those the clauses he wants to add, and when the document is generated, those clauses will be added under the section called Additional Terms. This field is only visible if the Print Template record has a value of Yes in the "Has Optional Clauses" field. For more information on Print Template Clause records, visit Print Template Clauses Table.

These basic approaches can be expanded upon for a given implementation, depending on the needs of your company.

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