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Contract clause category helps to group clauses into specific category or buckets so that it makes organising clauses easier.
For example: All Financial clauses can be grouped under clause category named "Finance".
Manage Clause Category:
Manage contract type screen displays the list of all existing contract types. To view the manage screen, click on Contract Type link in the menu.
.png?version=1&modificationDate=1525175211859&cacheVersion=1&api=v2)
In the Manage contract type screen, click on Create button to create a new contract type, click on Edit button to update an existing record, click on delete button to delete the record.
Create Clause Category
To create a new Clause Category:
- Enter the Name and Description
- Click on Create button
.png?version=1&modificationDate=1525175367937&cacheVersion=1&api=v2)
- New Clause Category is created in the system and navigates to the Manage screen, displaying the newly created Clause Category.
Edit Clause Category
To edit a existing Clause Category:
- Click on the Edit button in the manage screen
- Clause Category edit screen is displayed
.png?version=1&modificationDate=1525175462564&cacheVersion=1&api=v2)
- Edit the Name or Description,
- Click on Update button
- Changes to the Clause Category are updated in the system
Delete Clause Category
To delete a existing Clause Category:
- Click on the Delete button in the manage screen
- A Message box is displayed for confirmation of delete action
.png?version=1&modificationDate=1525175568283&cacheVersion=1&api=v2)
- Click the OK button in the displayed message box
- Clause Category record is deleted in the system
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