What are the clause statuses and what do they mean?

Clause statuses in the Contract Terms Library reflect the state of the current version you are editing and restrict what actions you can take.

The table that follows describes the clause statuses and explains their implications:

Status

Description

Effect

Draft

A clause is automatically set to the Draft status after you create a clause initially or when you create a new version.

  • Available for authoring and adoption?

    Not available.

  • Effect contract approval?

    No effect. Contracts do not include draft clauses.

  • Editing?

    No restriction.

  • Inclusion in contract terms templates and Contract Expert rules?

    You can include a draft clause version, but the templates or rules cannot be activated until the clause version is approved.

  • Deletion?

    Yes. You can delete versions in the Draft and Rejected statuses

Pending Approval

The status of a clause after it's submitted for approval.

  • Available for authoring and adoption?

    Not available.

  • Effect on contract approval?

    None. Contracts do not include clause versions in this status.

  • Editing?

    Limited to description and the end date.

  • Inclusion in contract terms templates and Contract Expert rules?

    You can include clauses with their latest versions pending approval, but the templates and rules cannot be activated until the clause version is approved.

  • Deletion?

    Not directly but indirectly by first withdrawing it from approval and thus reverting the clause to its original Draft status.

  • Stop Approval?

    Yes. You can withdraw the clause from approval using the Stop Approval action. Withdrawing the clause from approval reverts the clause to Draft status.

Rejected

The approvers rejected the clause version. You can edit clauses in this status and resubmit them for approval.

  • Available of version for authoring and adoption?

    Not available.

  • Effect contract approval?

    Contracts do not include clause versions in this status.

  • Editing?

    Unrestricted.

  • Inclusion in contract terms templates and Contract Expert rules?

    You cannot add a clause with its latest version rejected.

  • Deletion?

    Yes.

Approved

The clause was approved.

  • Available for authoring and adoption?

    Yes.

  • Effect contract approval?

    None.

  • Editing?

    Edits restricted to end date and description.

  • Inclusion in contract terms templates and Contract Expert rules?

    Yes.

  • Deletion?

    No.

Expired

The clause is past its end-date.

The application automatically enters a clause end date in the old version when a new version is approved. You can also manually enter an end date in an approved clause.

  • Available for authoring and adoption?

    No.

  • Effect contract approval?

    Creates an error during contract approval validation. The clause must be removed before submitting the contract for approval.

  • Editing?

    No edits permitted.

  • Inclusion in contract terms templates and Contract Expert rules?

    You cannot add an expired clause.

    If the latest version of a clause becomes expired when it's already in a template or rule, then the application displays an error during template or rule activation.

  • Deletion?

    No.

On Hold

Another Contract Terms Library administrator placed a hold on the clause version.

  • Available for authoring and adoption?

    No.

  • Effect contract approval?

    Creates an error during contract approval. The clause must be removed before submitting the contract for approval.

  • Editing?

    No.

  • Inclusion in contract terms templates and Contract Expert rules?

    Cannot add clauses with the latest version on hold.

    Existing templates and rules use the previously approved version, if one exists.

  • Deletion?

    No deletion possible.