Create a Document Template by Using Clauses

From the clause library, add preapproved clauses to the document template.

1. Initiate the creation of a document template. See Create Templates by Using Microsoft 365 Word in Document Template Designer.
   The document opens in a new tab in the Microsoft 365 editor.
2. On the home tab, click the Salesforce Contracts for Word add-in.

   To insert a clause, from Insert New, select Clause.

   
3. Select a filter to search in the clause library from these options: All, Document Clauses, or Document Clause Sets.
   You can also search with clause category. Enter the text in the search filter to narrow down the results. See Search for Standard Clauses in Clause Library.
4. To insert a clause into the document, select the clause, and then click Insert Clause.
   The add-in panel shows the added clause. You can also select the clause in the add-in panel to locate the content in the document. Alternatively, you can link to a clause instead of inserting a static copy. Copy a clause token, such as {{CL_ClauseSetName_ClauseName_en_US}}, directly into the document from the Latest Clause Template Identifier or Clause Template Version Identifier field on your clause record. See Tokens for Document Clauses and Document Templates.
5. After adding the clauses and document content, save your changes.
   
   This uploads the document to the template designer.