Key Clauses User Guide

Change Summary

Overview

You can use the Key Clauses feature to select specific Clauses from your Clause Library for review on all Our Contract and Subcontract records.

Audience

• Contracts Suite Users

Prerequisites

• Ensure that Contracts Suite - TechnoMile Suite Sales Cloud Edition is already installed and configured. The version of this package must be 2024.3 or higher.

Using Key Clauses

Marking Clauses as Key

1. Navigate to a Clause record page using App Launcher.
   

   

2. Click the pencil icon in the Is Key Clause field.
   

3. Select the Is Key Clause checkbox and click Save.
   The Clause is marked as key.
   

4. Similarly, you can mark other Clauses as key.

Selecting and Viewing Key Clauses on Our Contracts

1. Navigate to Our Contracts using App Launcher.

2. Click New.
   

3. Choose a Record Type and click Next.
   

4. Specify all the mandatory details and click either Save As Draft or Save And Activate.
   The Our Contract record is created.

5. Go to the Clauses tab and expand the Key Clauses section.
   

   NOTE

   The Clauses that you had marked as key in the previous steps are listed in this section under the Needs Review column.

6. Select Yes for the Clauses that you want to add to this record, No for those not applicable to this record, and click Save.
   The Clauses are added to their respective Yes and No columns, as per your selections.
   You can also select the Show Archived Clauses checkbox to view all the Clauses that have been marked as Archived in the Needs Review column.
   

   NOTE

   You can hover your cursor over a record in the Yes, Needs Review, and No columns to view its related Alternate and Revision Date fields data.

   

Selecting and Viewing Key Clauses on Subcontracts

Perform the same steps as listed in the Using Key Clauses section to select and view Key Clauses on Subcontract records.