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Clause and Supplement Categories Tab


When configuring a contract type, you can associate clause categories and supplement categories with the contract type. When users create contracts of this contract type, clauses and supplements (from these categories) are available to the users in the negotiation space if they have the required permissions. Users can then insert the clauses and supplements into the contract.


To add clause and supplement categories to a contract type:
  1. Click  Contracts > Contract Types. Click the edit icon to update an existing contract or click Add New to add clauses and supplements to a new contract type. 
  2. Click the Clause & Supplement Categories tab
  3. Select the required clause and supplement categories. Clauses and supplements from these categories are available to users in the negotiation space if they have required permissions. 
  4. Click Save.


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