COBBLESTONE SOFTWARE

Contract Insight — User Guide

Using Federal Clause Library (US) Clauses

Risk Compliance › Federal Clause Library (US) › Using Federal Clause Library (US) Clauses

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

Federal Acquisition Regulation and Defense Federal Acquisition Regulation Supplement clauses are supported at two levels: Administration → Government Clause Monitoring tracks FAR, DFARS, and other GSA-published clauses and notifies designated users when they change, while Administration → Mergeable Clauses manages which optional clauses — including these government clauses — are offered when a document is generated from a contract.

2. Key Elements

• Administration → Government Clause Monitoring tracks FAR, DFARS, and GSA-published clauses
• Change notifications are sent to whoever is configured to receive them
• Administration → Mergeable Clauses controls which optional clauses appear during document generation

3. Tracking Government Clauses

1. From the Contract Insight homepage, click the Administration (settings) icon at the bottom of the left navigation bar.
2. Under Automation & Data, click Government Clause Monitoring.

3. The Government Clause Monitoring page lists the clauses the system tracks; the people you choose are told when one changes. Click + Follow clauses to add FAR, DFARS, or other government clauses (see Adding Federal Clause Library (US) Clauses).

4. Managing Mergeable Clauses

4a. Opening Mergeable Clauses

1. From the Contract Insight homepage, click the Administration (settings) icon at the bottom of the left navigation bar.
2. Under Templates & Presentation, click Mergeable Clauses.

3. The Mergeable Clauses page lists the optional clauses offered when a document is generated from a template. Use the record type list, Include inactive, and Search to narrow the list. The On templates column shows how many templates offer each clause.
4. Click + Add clause to create a new clause, or click Open on a clause's row to edit it.

4b. Editing a Mergeable Clause

1. On the clause page, update the Title and Description as needed.
2. Optionally enter a Condition. Leave it blank and the clause is offered on every record; fill it in and it is only offered when the record matches.
3. In Email when this changes, enter the people to notify when the clause is edited, separated by commas.
4. Under Options, keep Active checked so the clause is offered, and set the block options as needed.
5. Click Save clause.
6. To replace the clause's text, under Clause document click Choose a .docx, optionally enter a version title, leave Publish checked so the merge uses the new version, and click Upload.

5. Including Clauses When Generating a Document

1. From the Contract Insight homepage, open the contract (for example, Requests/Contracts → Contracts, then click Manage on the contract's row).
2. Click the Attachments & Templates tab.
3. In Merged Document Templates, choose a template from the Template list. Templates that offer optional clauses show a clauses tag in the list.
4. Under Optional clauses to include, check each clause to include and uncheck any to leave out. The counter (for example, 1 of 1 included) shows how many are selected.
5. Click Generate & Save.

6. Quick Reference Summary