You are here:
Configure Clause Category
When creating a clause set, to categorize your clauses, select the category for the clause set. In Setup, the system admin defines the clause categories for clauses.
The Document Clause Library is a central repository of preapproved and prebuilt standardized template clauses that you can use to build legal documents such as contracts. For information on Clause Library, see Document Clause Library.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
| USER PERMISSIONS NEEDED | |
| To configure clause category: | ClauseDesignerUser |
- From Setup, in the Quick Find box, enter clause, and then select Clause Category Configuration.
- Click New Clause Category Configuration.
-
Provide these details:
-
Category Name: Enter a name for the clause category.
-
Developer Name: The name is autopopulated after you enter the category name.
-
Usage Type: Select Contract Clause Category for Salesforce Contracts.
Note The Disclosure Category applies only to NetZero Cloud. For more information, see Set Up Disclosure Metadata.
-
- Save your changes.
- Define Sharing Settings for Clause Sets and Clauses
Configure sharing settings to control user access to document clauses and clause sets at the object, field, and record levels.
