French English

(en) Add a rule to content in a project’s document

Description of the Feature

This view allows you to add a rule to a clause/schedule/paragraph in a document.

Content A of the rule is selected in the rule management page BEFORE opening the add rule view. For example, in the view below, content A is the alternative for which the rule list is displayed, namely the Preamble alternative for an “Employment Contract – Executive (Sales Director)”:

alternative “Choix 1 - Obligation du soumissionnaire de commander…” of the “Obtention des Documents d’Appel d’Offres” clause in the “Régie” document:

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In the add rule view, the preselected content A is shown in the box at the top right of the screen:

image-20260827-190354.png

To create the rule, you must complete the following steps:

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  1. Open the document containing the desired content B from the dropdown list. NOTE: The dropdown list is only available for a kit with multiple documents.

  2. In the document, select the clause/schedule alternative that represents content B of the rule.

  3. If desired, select a paragraph of a clause/schedule as content B of the rule.

  4. After selecting a valid content B, the rule types appear on the right.
    Select one of the three rule types to see a description of it and certain other options, if applicable.

  5. Click Add rule to proceed with creating the rule, or Cancel to go back to the rule tree without creating a new rule.