Creating Rules

You can also create rules that would enable you to include or exclude specific clauses if a certain condition is met.

Suppose there is a clause in the contract which states that support will only be offered if the contract value is above a certain amount, say $10,000.

To include this conditional rule, select the text of the relevant clause.

Right click the selected text and click the “Rules” option. Then select the “Create and Use Rule” option.

Enter the name of the rule.

Change the rule as needed to match your requirements. In this example, as the rule is being defined by contract value, the “Contract Value” option must be selected.

Enter the contract value that sets the limit, which in this example is $10,000.

Click the “Save” button to save your rule. The rule will be incorporated into your contract.

When you have finished automating any terms and creating any rules, scroll to the bottom of the page and click on the “Next” button.