Clause Category

Contract clause category helps to group clauses into specific category or buckets so that it makes organising clauses easier.

For example: All Financial clauses can be grouped under clause category named "Finance".

Manage Clause Category:

Manage contract type screen displays the list of all existing contract types. To view the manage screen, click on Contract Type link in the menu.

In the Manage contract type screen, click on Create button to create a new contract type, click on Edit button to update an existing record, click on delete button to delete the record.

Create Clause Category

To create a new Clause Category:

  • Enter the Name and Description
  • Click on Create button

New Clause Category is created in the system and navigates to the Manage screen, displaying the newly created Clause Category.

Edit Clause Category

To edit a existing Clause Category:

  • Click on the Edit button in the manage screen
  • Clause Category edit screen is displayed
  • Edit the Name or Description,
  • Click on Update button
  • Changes to the Clause Category are updated in the system


Delete Clause Category

To delete a existing Clause Category:

  • Click on the Delete button in the manage screen
  • A Message box is displayed for confirmation of delete action
  • Click the OK button in the displayed message box
  • Clause Category record is deleted in the system