Document Clauses

A document clause defines the terms of the agreement between the parties, such as the goods or services to be delivered, payment terms, ownership rights, or applicable law. You can use a clause in a variety of documents, such as contracts, document templates, and disclosure responses. To facilitate creating clauses, the Clause Library provides predefined, reusable clauses.

The primary clause is called the main clause. It defines the terms and conditions of the contract. For example, main clause outlines the conditions like account for delays or failures to execute.

For specific circumstances, you can use an alternate clause to change the language or options in the main clause. You can create multiple alternate variations of the main clause. For example, alternate clause 1 exempts from delays beyond reasonable control, and alternate clause 2 allows for termination or suspension in the event of specific delay.

• Document Clause Lifecycle
  Each document clause lifecycle includes creation, activation, versioning, and archiving before deletion.
• Tokens for Document Clauses and Document Templates
  Placeholder and merge tokens mark values that change in clause content. Clause tokens link document templates to specific clause versions in the library.
• Limitations for Clause and Content Tokens
  Review the limits for clause tokens in document templates and content tokens in document clauses before designing clauses or templates.
• Considerations for Tokens Across Contract Authoring and Document Generation
  Review these considerations before you add content tokens to document clauses, place clause tokens in templates, or insert clauses during Microsoft 365 contract authoring.
• Create a Document Clause
  Add a document clause to a document clause set. The first clause that you create is the main clause.
• Create an Alternate Document Clause
  Alternate clause provide flexible for specific circumstances and can be used to replace a main clause or an another alternate clause. You can create multiple alternate clauses.
• Edit a Document Clause
  You can update a main clause or alternate clause in Draft state.
• Delete a Document Clause
  You can delete a clause that is in Draft state. Ensure all the alternate clauses are deleted before deleting the last main clause version.
• Create a Version of a Document Clause
  You can have multiple versions of a document clause to track changes over time. A draft version is created each time a change is made to an active clause . When you activate the draft version, the previous version is archived, and the changes made in the new version apply only to new contracts.
• Submit a Clause for Review
  Mark content within a contract as a clause and submit it for review from the Microsoft 365 editor, the contract record page, or the extraction results page. After approval, the clause is added to the clause library for reuse.
• Add a Reviewed Clause to Clause Library
  Review clause requests submitted by contract authors or template designers from the Clause Review Requests dashboard. Add suitable clauses to the clause library, modify clause set or clause names as needed, or delete requests that don't meet criteria.