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It's important to know the difference between Contract Clause records and Clause records. Each Contract Clause records represent clauses from contracts that are record is associated with one Contract, and may contain language that is non-native to your organization, whereas Clause records in the Clause Library represent the standard versions of common clauses your organization has legally vetted for use. Contract Clause records can be compared against Clause records to ensure the language in the non-native contract adheres to your organization's legal and professional standards.
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- A 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 options "Automatically tag contract clause texts referred in $field_from_other_table", and "Add contract clause IDs to document tags" is are checked by default which allows the creation of the contract clauses before when the 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 templateis generated.
- 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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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:
- Create: all create rules for contract clauses (Web, API): This rule sets the source field, source text, current clause text, and clause type.
- Edit: Handle status changes and updates (do not run on creation after other rules): This rule sets the Clause Modified flag and updates the status.
- Flag to Trigger Clause Type Obligation is Yes: This rule runs on edit when the Flag to Trigger Clause Type Obligation is Yes. It uses a linked record action to find the Obligation Templates linked to its Clause Type, and converts them to Task (Obligation) records.
Ownership
Records are owned by their creator and can be created by Admin groups and Contract Managers. These groups can view their own Contract Clause Modification records as well as other Contract Clause Modification records.