CLM for End Users » New Contract » Using the Negotiation Space


Using the Negotiation Space

Quick Links

CLM opens the Negotiation Space when you:

  • Create a new contract from a template
  • Upload a template to create a new contract
  • Click on a contract link from within CLM or emails

Note: All the features are available to you based on permission settings. Contact your CLM administrator for more information.

Top Right Toolbar

The top right toolbar provides various options to customize the content of your contract. You can add fields, clauses, and supplements to the contract. You can also compare contracts and view the revision history of all the changes made to the contract.

The following options are available on the top-right toolbar:

  • Actions: Displays the contract workflow actions available to you.
  • Clauses: Enables you to insert predefined provisions or sections into the contract.
  • Supplements: Enables you to add additional terms and conditions to the contract.
  • Details: Enables you to add field details to the contract and view related contracts if any.
  • Clauses: Enables you to insert predefined provisions or sections into the contract.
  • History: Tracks and records all the changes made to the contract.
  • Compare:  Enables you to compare two contracts.
  • Check-out/Check-in: Enables you to check-out a contract to edit offline using MS Word. Once editing is complete, you can check the contract back in and unlock the workspace.
  • Fields: Displays all the Fields associated with the Contract Type. Users can add fields to the contract and edit the field values, if required permissions are assigned. 
  • Elipsis Menu (...):
    • Copy a contract for renewal
    • Configure the confidentiality settings of the contract
    • Create alerts to notify users when important contract dates are nearing or when contract tasks are pending
    • Relate contracts to easily locate and access associated contracts
    • Download the contract in MS Word or PDF format
    • Delete the contract
    • Attach documents such as agreements and deeds to your contract
    • Set Legal Hold for contracts that are under legal litigation. This option is only available to administrators. 
    • Activate or Exit Full-Screen mode

Note: Contracts that are marked as Legal Hold by the administrator are protected and cannot be deleted unless the Legal Hold setting is removed.  

Custom Contract Name

Contract information, such as contract name, contract status, and assignee is displayed at the top left of the negotiation space. Click on the contract name to edit the contract name. All changes are recorded in History.

Editing Menu

The Editing Menu menu provides various options to design, format, review, and redline your contract.

The track changes option (also knows as redlining) is automatically turned on for a contract. The track changes feature enables you to view the edits before making the changes permanent when editing a contract, and accept or reject changes suggested by other users when reviewing a contract. If configured by the administrator, multiple users can redline and comment at the same time. All changes and updates are tracked in History. The option to insert comments in the contract enhances effective communication among the stakeholders during the redlining and negotiation process. 

The editing menu consists of the following tabs:

  • File: Enables you to perform basic operations on the current contract. Save, print, view basic document information, and manage advanced settings such as commenting, spell check, and more. 
  • Home: Enables you to format font, align paragraphs, and change the color scheme. 
  • Insert: Enables you to insert headers and footers, comments, tables, column breaks, section breaks, hyperlinks, and images. 
  • Layout: Enables you to adjust the orientation, margins, and insert columns and breaks. 
  • Review: Enables you to turn on/off the spell check feature, track changes feature, and set options to manage suggested review changes.
  • Plugins: Enables you to access advanced editing features available form third-party components if configured. 

For detailed information on features available in each tab, click File Help.

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