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Actions Available for a Section in Salesforce Contracts

Actions Available for a Section in Salesforce Contracts

The permissible actions for a section depend on whether the section is locked or not. Contract authors, internal reviewers, and external reviewers can’t edit or delete sections that template designers lock.

Section State Supported Actions Description
Unlocked
  • Delete

  • Edit Properties

  • To delete a section.

  • To lock a section within contract documents and document templates to prevent unauthorized edits

Locked
  • Edit

  • Delete

  • Edit Properties

  • To unlock a section.

  • To delete a section.

  • To unlock a section within contract documents and document templates to modify the section content.

 
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Salesforce Help | Article