Special Terms and Conditions for the Contracts are stored in Clause Library.
Manage Clause Library:
Manage Clause Library screen displays the list of all existing Clause Library. To view the manage screen, click on Clause Library link in the menu. In the Manage Clause Library screen, click on Create button to create a new Clause Library, click on Edit button to update an existing record, click on delete button to delete the record.
Create Clause Library
To create a new Clause Library:
- User clicks on "Contract Clauses" on the left navigation menu and then clicks on "Clause Library"
- User clicks on "create Clause"
- User enters the Clause Name and Text and selects clause category.
- User Clicks on Create button
- New Clause Library is created in the system and navigates to the Manage screen, displaying the newly created Clause Library with success message
Edit Clause Library
To edit a existing Clause Library:
- User clicks on "Contract Clauses" on the left navigation menu and then clicks on "Clause Library"
- User enters the Clause Library name that needs to be edited in the search field.
- User clicks on the
button in the manage screen and edits the required fields. - User click on Update button and Changes to the Clause Library are updated in the system with a success message.
Delete Clause Library
To delete a existing Clause Library
- User clicks on "Contract Clauses" on the left navigation menu and then clicks on "Clause Library"
- User enters the Clause Library name that needs to be deleted in the search field.
- Click on the Delete button in the manage screen.
- A Message box is displayed for confirmation of delete action and user clicks on confirm button in the displayed message box.
- Clause Library record is deleted in the system.