Contracts - Managing custom compliance types
Note
This option pertains to the Hyperproof TPRM product line.
For contract compliance analysis, you can customize compliance types and associated clauses. To add or edit contract clauses:
From the menu, select Settings.
Select Contracts & Documents.
From the left menu, select Contract clauses.
A list of contract clauses displays.
Click + Add New.
The Add new compliance window displays.
In the Name field, enter a name for the custom clause.
Click the dropdown list in the Document type field and select one or more existing contract types. When you upload a contract on the Vendor Details window, you assign a contract type. That contract type assignment determines which compliance types are used to analyze the contract.
The new clause is added to the list of contract clauses.
Click in the Clause Content field to enter the clauses that the system will search for during the contract compliance analysis.
The list of clauses displays.
Click +Add Clause.
In the first field, add a clause title and click the checkmark icon to save the information in that field.
In the second field, add the specific clause text and click the checkmark icon to save the information in that field.
Click Save. Continue adding clauses as needed.
Click Save at the bottom of the list to save the entire collection of clauses.
To delete a clause, click the trash can icon.
To edit an existing clause, click the clause text.
To assign contract types, click the dropdown at the top of the list and select one or more contract types that need to be evaluated for compliance.