The Contract Clause table stores records of clauses within a contract that have been added as part of the Print Document Template from the Clause Library, annotated or added in the Word Add-in, or extracted using AI. Contract Clause records represent clauses located within the Contract document, and reflect changes to the Contract throughout the contract lifecycle.
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Records are automatically created in this table using four possible methods:
- A print document template with clauses is generated from the Contract record using the "Create and Attach" button in the Contract. In the standard system demo, the "Add contract clause IDs to document tags" is checked by default which allows the creation of the contract clauses before the print document template is created. . You can choose to also select the option to "Automatically tag contract clause texts referred in $field_from_other_table," which is used to insert clauses directly in the template.
- Using the Word Add-in by either manually annotating clauses in the Word document or manually adding clauses from the library, then syncing to Agiloft.
- Clauses extracted using AI via the Word Add-in.
- Clauses extracted using the "Extract Clauses" button in the attachment record, which runs a machine learning action.
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For more information on how to use the Word Add-in, view the the Agiloft Contract Assistant - for Word articles. |
Contract Clause records are automatically updated when the contract attachment is edited using "Edit and Checkout" and the change is saved. The "Compare the Baseline" action on Attachments runs and compares the newest version against its original, or "baseline." Changes to the clauses are marked up in the Contract Clause records. Markup is controlled by the "Extract Clauses From Contract Document - Properties" global variable, which is included in the standard system demo or added to a KB when the Word app is installed.
Automation
In the Standard System Demo, the Contract Clause table contains multiple active rules. These rules are accessed by expanding the Contract Clause table in the left pane, selecting Setup Contract Clauses, and then selecting the Rules tab:
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