Clause Selector - 3.20.19

This feature is available for the Enterprise Plan only.

What is Clause Selector?

Clause Selector enables the creation and inclusion of pre-defined clauses and contract language in your Templates and negotiations on Concord. 

 

Creating Clauses & Alternatives

Clauses can be created at the document level by Administrators or Users that have been granted the permission to Edit a Contract in their Role

  1. In any Template or document, click Edit
  2. Click on the space in your document where you want to add a Clause
  3. In the toolbar, select Special Fields
  4. Select Clause Selector

Screen_Shot_2019-03-19_at_12.36.47_PM.png

 

To enter a Clause,

  1. Click on Enter default title and type your desired title
  2. Enter (type or paste) your Clause in the box below
  3. To add an internal description: click description > click "Enter your description" > type your description 

To enter Alternatives,

  1. Click on Enter alternative title (internal use) and type your desired title
  2. Enter (type or paste) your Alternative Clause in the box below
  3. To add an internal description: click description > click "Enter your description" > type your description 
  4. To add more alternatives, click + Add Alternative Clause and repeat steps 1-3.

Note: Users may add unlimited alternative clauses.

Screen_Shot_2019-03-19_at_12.36.57_PM.png

 

Permissions: "Fillable by" & Editing Rights

Clause Selector will be visible and accessible to parties depending on 3 factors:

  1. The editing rights granted on the document, via Share
  2. The editing rights granted on Clause Selector field, via Fillable by
  3. The party's identity in Concord: Internal (colleague) or External (third party) 

Important notes:

  • Granting a party Full Editing Rights to your document will grant access to view and edit all Clause Selector fields on your document.
  • Only the default Clause will be displayed to parties without permissions (document or Clause picker), and it will appear as "normal" document text.

To set access rights for a Clause Selector Field itself:

  1. Open Clause Selector
  2. Select Fillable by
  3. Choose between Someone from my Company, an External Guest, or Anyone.
  4. Click Save

Screen_Shot_2019-03-19_at_4.46.54_PM.png

 

Viewing Clause Selector in a Document

If the party has been granted the proper permissions, Clause Selector fields will be displayed on a document over a purple background, set to the first default clause (see below). 

Note: While the "Title" is displayed, it is not actually inserted into the document.

Screen_Shot_2019-03-20_at_10.09.37_AM.png

 

Parties granted insufficient permissions will only see the default Clause, and it will appear as "normal" document text.

 

Choosing an Alternative 

After creation, clause Selector will always display the Default Clause in your document. To choose an Alternative Clause: 

  1. Navigate to the Clause Selector field 
  2. Click USE ALTERNATIVE
  3. Click on your desired Alternative Clause title 
  4. Click Select

Screen_Shot_2019-03-20_at_10.18.44_AM.png

 

After an Alternative has been Selected, it will be replaced in the document.

Screen_Shot_2019-03-20_at_10.18.53_AM.png

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