Identifying Additional Material

Objectives

After completing this lesson, you will be able to:
  • Define the list of clause types as they may appear in a Contract Workspace.
  • Describe further details on style creation in Microsoft Word.
  • Identify best practice checklist for Contract Authoring.

Clause Types

There are five different clause types that will be displayed in the outline view of a Main Agreement or Contract Addendum to indicate the source of a clause in a contract document.

Clause TypeDefinition
TemplateIndicates a clause that originated from the contract workspace template. In a new contract workspace, all clauses initially start out as this type.
LibraryThis type indicates a clause that was added to the workspace directly from the Clause Library as a substitution for an existing clause, such as a template clause.
Non-StandardThis type indicates a clause that was manually edited by a user. It may have started out as another type, but because someone edited it, it is considered non-standard (not from the template or library).
Ad HocThis type indicates a clause that was uploaded from a Microsoft Word document or added directly to the contract document in Microsoft Word.
Ad Hoc LibraryThis type indicates a clause that was added to the contract workspace from the library as an additional clause. It was not a substitution of an existing clause.

Styles - Creating a New Style

Customers that don’t have an initial set of styles of their own may opt to create their own styles from scratch.

Microsoft Word styles toolbar is displayed.

Below is the procedure for creating a style from scratch:

  1. Open the Styles pane by clicking on the icon in the bottom right of the Styles Gallery.
  2. On the Styles pane, click the New Style button.Users can preview, manage, and customize text styles in Microsoft Word by using the styles menu. New Style button is highlighted.
  3. In the New Style dialog box, name your style and select your formatting choices.
  4. Click OK when finished.Create New style from Formatting page is displayed. Details about the highlighted options is provided In the paragraph above.

Styles - Transfer Existing Styles

Some customers may already have initial styles created in a Microsoft Word template, but need to transfer them over to the new document’s Styles Gallery so it will format correctly in new contract documents.

Microsoft Word styles toolbar is displayed.

If you already have a preferred set of styles from your Main Agreement and you want to transfer it to the new document for uploading:

  1. From your existing contract document, open the Styles section and select all content (CTRL+A) and copy (CTRL+C).
  2. Open a new Microsoft Word document.Two Microsoft Word documents showing styles pane.
  3. Paste the content into the cleansed Word document. Note that the styles are also copied and transferred.Two Microsoft Word documents showing styles pane.
  4. Delete the text in the cleansed document, then save the file. These styles are now available for use.Two Microsoft Word documents showing styles pane.

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