Associating clauses with contract templates

Associate clauses with contract templates to define agreements for the customer contracts.

To associate clauses with contract templates:

  1. Select Work > Contract Management > Contract Templates.
  2. Select the contract template for which to associate clauses, and then click the Clauses tab.
  3. Click Add Clause.
  4. Specify this information:
    Contract Clause
    Specify a predefined ISO clause or a user-defined clause. You can associate multiple clauses with a contract template. The system automatically populates Organization and the contract clause description.
    Sequence
    Specify the sequence number for the clause.
  5. Click Submit.
Parent topic: Defining contract templates