Configure Templates

Similar clause sets may contain significant overlap in the clauses they use. Users can identify and reuse these overlapping clauses in Government Clause Automation (GCA) more easily than creating each clause set from scratch using templates.

Through the GCA site, business users can view, add, and edit templates containing pre-configured groups of clauses that can be added to clause sets.

Learn how to use the GCA site to configure templates.

View templates

On the Government Clause Automation (GCA) site, a grid lists all pertinent template information that helps users to determine which templates already exist and when they were last updated.

After you access the GCA site, select Templates from the sidebar to view the templates.

When you click Templates, a list of the existing templates displays. You can search the list for a particular template. You can also filter the list of templates by active or inactive templates. Clicking the download icon exports the current list of templates as an Excel file.

Click the ellipsis icon associated with a specific template to display the Edit Template action, which enables you to update an existing template.

See the Creating a new template section for more details on adding templates.

Create a new template

To create a new template in Government Clause Automation (GCA):

1. From the Templates page, click CREATE TEMPLATE.

   

2. Enter a Template Name and Description.
3. Set the template's Status as Active or Inactive.
   • Active: Users can select the template when creating a clause set.
   • Inactive: Users cannot select the template when creating a clause set.

   

4. From the Clause Catalog, select the checkbox associated with each clause that you want to add to the template. When generating a new clause set, you can set up templates in clause automation to include specific clauses, exclude specific clauses so that they are not part of the clause set or suggested as applicable or optional clauses, or both. Note that these clauses can only be excluded if they are not Required clauses based on the FAR matrix. Excluded clauses, however, can be manually added back when creating a new clause set, or through the Add Clause related action.
   • You can search for a specific clause or filter by SOURCE and TYPE.

   

5. After selecting the clauses you want to add to the template, click >.
   • The selected clauses appear in the Included Clauses section.
   • Provision type clauses are included in solicitation type clause sets and automatically excluded in award type clause sets. The clause set type is configured when you create the clause set.
   • Note: To remove one or more clauses from Included Clauses, select the checkbox associated with each clause you want to remove and click <.

   

6. After adding the clauses you want the template to include, click NEXT to proceed to the Excluded Clauses step.

7. From Clause Catalog, select the checkbox associated with each clause that you want the template to exclude.
   • You can search for a specific clause or filter by SOURCE and TYPE.
   • Clauses that have been selected for inclusion cannot be excluded, and vice versa.

   

8. After selecting the clauses you want the template to exclude, click >.
   • The selected clauses appear in the Excluded Clauses section.
   • Note: To remove one or more clauses from Excluded Clauses, select the checkbox associated with each clause you want to remove and click <.

   

9. After adding the clauses you want to exclude, click CREATE to create the template.

Update an existing template

The Government Clause Automation (GCA) site also enables you to easily update your templates.

To update a template:

1. Click on the ellipsis icon associated with each template.

   

2. Select the Edit Template action that displays.
3. If desired, update the Template Name, Description, or both.
4. (Optional) Change the template Status.
5. Click NEXT.
6. In the Clause Catalog section, select one or more clauses that you want to include with the template.
   • You can search for a specific clause in the clause list or filter the clauses by SOURCE or TYPE.
7. After selecting all of the clauses you want to include, click >.
   • The selected clauses appear in the Included Clauses section.
8. In the Included Clauses section, select one or more clauses that you want to remove from the template.
   • You can search for a specific clause or filter by SOURCE and TYPE.
9. After selecting the clauses you want to remove, click <.
10. After modifying the template, click NEXT.
11. In the Clause Catalog section, select one or more clauses that you want the template to exclude.
    • You can search for a specific clause in the clause list or filter the clauses by SOURCE or TYPE.
12. After selecting the clauses you want the template to exclude, click >.
    • The selected clauses appear in the Excluded Clauses section.
13. In the Excluded Clauses section, select one or more clauses that you want to remove from the template. Any clauses you remove are no longer excluded from the template.
    • You can search for a specific clause or filter by SOURCE and TYPE.
14. After selecting the clauses you want to remove, click <.
15. After modifying the template, click SAVE.

All future clause sets use the modified template. Clause sets that already contain the template are not affected.

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