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A text block is a passage of text in a template or a document with a specific meaning.
For example, a text block can include content related to taxes.
Templates contain a combination of text blocks and their variants.
A section contains a title followed by a collection of text blocks. It enables you to group together text blocks that contain related content.
For example, your template or document can have a section called "Terms & Conditions" that includes different text blocks related to payment terms.
Passage of text in a template with a specific meaning. Templates consist of combinations of text blocks and their variants.
Text blocks can be of different types. Currently, only clauses are supported.
A type of text block that clarifies, defines, or explains the legal subject matter of a template or document.
Clauses are the basic elements of an assembled virtual document. Clauses enable legal counsels to organize virtual document content in blocks of text that can be moved and exchanged.
|Text Block Status
|Choose Restore This Version.
|Choose Extend Validity.
A new version of the template or text block is created, when you want to make major changes to the content due to changes in business or legal requirements, changes in government laws, and so on. Only one active draft version can exist at any given time.
To create a new version of a template, choose the Save as New Version option from the template header.
To create a new version of a text block, choose the Create New Draft Version option in in-line mode or Save as > New Version option in standalone mode.
Each revision of a template or text block is a snapshot of the changes made at that point of time.
To create a new revision of a template or text block, choose the Save option.
|Text Block Version
|Text Block Variant
|You can create a new version of a text block, when you want to make major changes to the content due to changes in business or legal requirements, changes in government laws, and so on.
For example, changes in tax laws, payment terms, etc, can be incorporated in a new version of the text block.
|You can create variants of an existing text block to maintain a set of related text blocks for language or region-specific requirements.
|Every change you make in the draft version of the template or text block is immediately auto saved. Note that, this is a temporary save. If you accidentally exit the template or text block and open it again, you can choose to recover the changes or cancel them. No new version or revision containing the changes is created.
|This is a permanent save.
Changes are saved as a new revision of the latest draft version.
|Sent for approval
|Indicates the template or text block is sent to the approver for checking and approving it.
|Indicates the approver has checked the template or text block and approved it. It does not contain any errors.
|Indicates the template or text block is approved and its validity period has started.
|Indicates the validity period of the template or text block is over, or the Valid To date has been crossed.
|Indicates a new draft version or revision of the template or text block is available.
|Indicates the template or text block version has been deprecated and is no longer active.
|The template goes to this status, if one or more text blocks included in a template go through one of the following scenarios:
|Refers to templates that are in Draft, Approved, Sent for Approval, and Released statuses
|A template that is in Draft status is checked for the following conditions:
If there are no errors, it is approved.
This indicates that the template is ready to be used, but the validity period of the template has not yet started.
If a template is in Approved status, and the validity period has started, it is released.
This indicates that the template can now be used to assemble virtual documents.
|A text block that is in Draft status is checked for the following conditions:
If there are no errors, it is approved.
This indicates that the text block is ready to be used, but the validity period of the text block has not yet started.
If a text block is in Approved status, and the validity period has started, it is released.
This indicates that the text block can be inserted into templates.
|Indicates that some input fields or variables in the virtual document are empty.
|Indicates that some variables in the virtual document are empty.
|Indicates that all the input fields contain values and all the variables are updated correctly.
|Text Block Property
|When is it available?
|After you save variant and source text block
|After the first save of draft text block
|After you save the templates that use the text block
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