Playbooks are a great way to help you review your contracts quickly. Sometimes, you may want to quickly get to relevant clauses in the contract while reviewing individual Issues in the Playbook.
To do so, you can use the up and down arrows within the Issue to find those clauses.
How to Navigate to Relevant Clauses
In the Contract Analyzer, within the Task section of the Overview Tab, a high-level summary of Task Actions needed within the contract will be calculated. Click "See all open tasks" and all of the tasks for this contract in accordance with the Playbook will be listed.
The Task section will only appear if a PbOS Playbook has been applied to the contract.
On the task tiles, click the right-hand dropdown arrow on any individual task in the task list. Once expanded, the task will show all of your scenario-based positions.
After expanding the task in the task list, click the up and down arrows to the right of the action badge to navigate to the relevant clauses matching the Issue in the contract. The number of terms defined in that specific Issue that are located in the contract will be listed in the arrows box. Press the arrow to navigate to the relevant clauses for that Issue.
The Issue terms in the relevant clauses will appear highlighted in the matching action badge color in the Contract Editor.
The Editor will navigate instantly to the relevant clauses in the contract that are highlighted.
You can view the relevant clauses for each subsequent task by clicking that individual task and using the up and down arrows to view the clauses quickly. All matching terms will be highlighted in the color of the task action badge.