COBBLESTONE SOFTWARE

Contract Insight — User Guide

Mergeable Clause List

Clauses › Mergeable Clause List

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Administration > Mergeable Clauses (744 clauses in this environment) is the shared library of clauses offered as optional content when a document is generated: "Optional clauses offered when a document is generated from a template." It supports Add clause, record-type filter chips (All record types, Contracts, Counterparty, E-Procurement, Employees, Purchase Orders, Requests), and an "Include inactive" toggle, with a grid of Clause, Record type, Fields, Doc versions, Nested, and On templates. Opening a clause reaches its own Title/Description/Record type/Reads from/Condition/"Email when this changes" settings and Active/merge-behavior options, plus a versioned Clause document upload with Published/Draft states — one clause observed live carried the description "Federal Clause Library (US) Monitored Clause," confirming this shared list is also where FAR/DFARS/NFS-sourced clauses end up once followed.

2. Key Elements

• Administration > Mergeable Clauses — the shared library of optional clauses offered when generating a document, 744 in this environment
• Add clause, record-type filter chips, and "Include inactive" control the list
• Each clause has a Condition (blank = offered on every record; filled in = offered only when the record matches) and an "Email when this changes" notification list
• A clause's document is version-tracked with Published/Draft states, and the published version is the one a merge uses
• Federal Clause Library (US) clauses followed via Government Clause Monitoring appear in this same shared list

3. Navigating to Mergeable Clauses

1. From the Contract Insight homepage, click the Administration (settings) icon at the bottom of the left navigation bar.
2. In the Search administration box, type Mergeable.
3. Click Mergeable Clauses.

4. Using the Mergeable Clause List

The Mergeable Clauses page lists every clause that can be offered when a document is generated from a template. For each clause, the grid shows its Record type, number of Fields, Doc versions, Nested content, and how many templates it is offered On.

• Use the record type dropdown (All record types) to show only clauses for one record type.
• Select or clear Include inactive to show or hide inactive clauses.
• Use the Search box above the grid, or the filter icon in any column header, to find a clause.
• Click Add clause to create a new clause.
• Click Open on a clause's row to view or edit it.

5. Viewing and Editing a Clause

5a. Clause Settings

1. On the Mergeable Clauses list, click Open on the clause's row.
2. Update the clause settings as needed:
   • Title and Description identify the clause.
   • Record type and Reads from are set when the clause is created and cannot be changed afterwards.
   • Condition: leave blank to offer the clause on every record, or fill it in to offer it only when the record matches.
   • Email when this changes: enter the people to notify when the clause is edited, separated by commas.
   • Options: Active controls whether the clause is offered; the remaining options control how the clause merges (editable block, who may edit or remove the block, formatting, and plain text).
3. Click Save clause.

5b. Clause Document Versions

The Clause document section holds the .docx inserted when the clause is selected. Only the Published version is used in a merge.

1. Click Choose a .docx and select the file.
2. Optionally enter a Version title.
3. Leave Publish selected to make this the version used in merges, or clear it to upload a draft.
4. Click Upload.

Use Download on a version's row to retrieve that file. Merge fields used inside the clause document are listed under Nested merge fields; click Add field to add one.

5c. Where a Clause Is Used

Further down the clause page:

• Offered on these templates lists each template that offers the clause and the Placeholder it uses. Click Open template to go to the template.
• Merged into these documents lists documents the clause has been merged into.
• Change history lists every change recorded against the clause, newest first.

6. Quick Reference Summary