Manage Document Package Templates: Referenced Clauses
Templates allow users to use place holders based on the Clause Library in the system.
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Click Add Clause to pull the clause(s) to be merged into your document.
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A pop-up window displays.
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The drop-down box displays all clauses stored in the Clause Library (access the clause library from the Manage/Setup menu).
After selecting the clause, the clause text and clause name appear. If desired, rename the clause for the specified template by editing the Display Title information.
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Click Save Clause to add the new referenced clause to the template. After saving the Clause, set rules around use of the clause by clicking Rules.
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