Let’s say we generate a contract which has a clause of ‘Payment Terms - 30 Days’. The contract goes for external review and he wants the clause ‘Payment Terms - 60 Days’ (Considering the language for both the clauses are different).There are 2 scenarios:1.We are using clause library to maintain all the clauses All clauses are within the template based on conditions.Is there a way to update the information in the In-Progress template via workflow for the scenarios?

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Update Clause term for In-Progress Agreement

Forum|Forum|2 years ago
February 14, 2024
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Let’s say we generate a contract which has a clause of ‘Payment Terms - 30 Days’. The contract goes for external review and he wants the clause ‘Payment Terms - 60 Days’ (Considering the language for both the clauses are different).

There are 2 scenarios:

1.We are using clause library to maintain all the clauses
All clauses are within the template based on conditions.

Is there a way to update the information in the In-Progress template via workflow for the scenarios?

CLM

Best answer by Justin Jiang

You can probably in the workflow create a conditional to adjust for this. What is the in Progress Template used for, help you populate the contract? There are workflow steps that can be handy like XML Merge, Document Generation and can be configured based on conditions.

Justin Jiang

Answer

Established Contributor

You can probably in the workflow create a conditional to adjust for this. What is the in Progress Template used for, help you populate the contract? There are workflow steps that can be handy like XML Merge, Document Generation and can be configured based on conditions.

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