Create or edit a contract clause

task australia Updated Mar 12, 2026 1 min read cncore-create-clause-library.md
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As a contract configurator, create or modify clauses that manage clause variations that are mapped to contract templates.

Before you begin

Role required: sn_cm_core.contract_config

Procedure

  1. Navigate to All > Contracts Core > Contracts Administration > Clause Management.

  2. Choose whether you are creating a new clause or modifying an existing clause.

    • To create a clause, select New.
    • To modify an existing clause, open a clause from the list.
  3. On the form, fill in the fields.

Field

Description

Number

This field is automatically populated with a unique number.

Name

Unique name for the clause.

Contract Type

Type of contract for which you want to associate the clause.Note: Only active contract types are displayed in the list.

Table

Table to which you want to associate the clause.Note:

  • The Contract Request table [sn_cm_core_contract_request] is selected by default to centralize the configuration on a single table and improve reusability across product lines. You can choose to configure the clause library on a different table.
  • For standalone requests the configurations should be done on the Contract Request table [sn_cm_core_contract_request]. Example: If you select Legal Contract Request table, the clause will appear only for the templates associated to that table.

Description

Information about the clause.

Application

Application to which the clause belongs. This field is automatically set to the application scope in which you’re creating the clause.

Active

Option to make the clause active and available for use. Note: While editing an existing clause, you can’t set the clause as inactive if an active clause variation is present.

4. Right-click in the form header and select **Save**.
The clause is saved and the related lists for Clause variations and Templates appear.
  1. Save the clause.

    • To save a new clause, select Submit.
    • To save the changes to an existing clause, select Update. [Omitted image "cmpro-cls-mgmt-new.png"] Alt text: Create a clause and clause variations

What to do next

Create clause variations to use them in the document template for a predefined condition. For more information, see Create a clause variation.

Parent Topic:Configure dynamic clauses for contract templates

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