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Clauses

 
Use this page to define an unlimited number lines of standard paragraph text that you use regularly in records. Clauses defined here can be dragged and dropped into the Clauses Tab in records.
 
Clauses
1

HEADER TOOLBAR

1. HEADER TOOLBAR
2

RECORD TABS

2. RECORD TABS
3

HEADER

3. HEADER
  • ID Field - Required. An alphanumeric ID for the record.
  • Record Types Field - Select the PMWeb record types with which the clause group is associated. The default is "*All*".
  • Projects / Locations Field - Select the projects and locations with which the clauses group is associated.
  • Include Notes Checkbox - If this box is checked, when you add the clause group to a record, the notes for this clause group are automatically added to the record as well.
  • Attachments Checkbox - If this box is checked, when you add the clause group to a record, the attachments for this clause group are automatically added to the record as well.
5

CLAUSES TABLE

5. CLAUSES TABLE
Use this table to add an unlimited number of clauses to the clauses group. Fields include: