Considerations for Importing Clause Text from Microsoft Word

You can enter the text of a clause in the Contract Terms Library.

Use any one of the following options to enter the text of a clause:

• Enter the text using the built-in text editor

• Import the text from a file created with Microsoft Word 2007 or later

Entering Clause Text Using the Built-In Rich Text Editor

Use the built-in rich text editor to enter and edit clause text whenever possible. This supports all of the application features.

Importing Clause Text from Microsoft Word 2007 or Later Version

Import clause text from a document created in Word instead of entering the text directly into the application. This helps preserve complex formatting not supported by the application's editor or if using Word is more convenient.

Points to consider:

• The file you are importing must be saved in the XML file format.

• The built-in text editor is disabled after you import the text for the first time. To modify the clause, you must download it to a file, edit the clause in Word 2007 or later, and upload again.

• Contract authors must also use Word 2007 or later if they want to edit the clause during contract authoring.

• Importing clause text prevents contract authors from using some features of this application. For example, contract authors cannot compare the text between two clause versions or control clause formatting with a layout template.

• To import large numbers of clause records rather than the text of individual clauses, use the Import Clauses from XML File concurrent program.

Note: Sometimes Microsoft Word inadvertently adds formatting tags around the variables in the XML file format document. Additional formatting tags can cause the clause import process to fail. To evade additional Microsoft Word tags, copy the variables information in any basic text-editing program, for example, Notepad or TextEdit. Then replace the variable information from basic text-editing program into your XML file.