How can I predefine locations of Contract Expert clauses in the contract?
Oracle Contracts has the ability to dynamically add clauses by evaluating the rules that users set up using Contract Expert.
These dynamically added clauses are generally placed in the default section defined for the clause, or in the Contract Expert section defined for the terms template.
You can choose to place these clauses in predefined locations in the contract in relation to other clauses. To do this, while creating a Contract Expert enabled terms template, use the Insert Conditional Clauses action to specify the predetermined locations in the terms template for Contract Expert suggested clauses applicable to the Contract Expert rules associated with the template. In this case, the Insert Conditional Clauses action automatically marks these Contract Expert suggested clauses as conditional.
However, if you create a new clause for the terms template and create the Contract Expert rule for it in the Terms Library, and then associate this rule to the terms template, you must manually mark this clause as a conditional clause before you can use the Insert Conditional Clauses action to predefine its location.
Validation for conditional clauses occurs during terms template approval. Warnings are displayed for the following cases.
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If all Contract Expert suggested clauses for active clause selection rules associated with the terms template are added in the terms template as conditional clauses.
Note: When you apply the terms template to a contract, conditional clauses are displayed on the contract only after you run Contract Expert on the contract and the conditions of the associated rules are satisfied. -
If regular clauses have been marked as conditional.
When you apply a terms template with regular clauses marked as conditional clauses, to a contract, these regular clauses marked as conditional clauses are not displayed in the contract.
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If Contract Expert clauses added to the terms template were not marked as conditional clauses.
When you apply this terms template to a contract, these clauses are displayed in the section as defined in the terms template and when you run Contract Expert on the contract, these clauses are inserted directly in the default section of the contract resulting in duplicate clauses in the contract.