Create a Document Clause

Add a document clause to a document clause set. The first clause that you create is the main clause.

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, Professional, and Developer Editions

USER PERMISSIONS NEEDED
To create, edit, and search document clause sets and document clauses:	ClauseUser OR ClauseDesignerUser OR ClauseDigitalExperienceUser

Note Clauses created using Mark as Clause do not support merge and placeholder tokens.

1. From the App Launcher, find and select the Document Clause Sets.
2. Select the document set that you want to add the clause to, and click Add Clause.
3. Enter a name for the clause. By default, the name is the same as the document clause set name.
4. Select a Default Language.
5. (Optional) Enter a clause description.
6. Select the Content Format.
7. Enter the clause content.
8. In Tokens, click +. In the New Token window, select Placeholder Token or Merge Token, enter the remaining details, and click Add.
9. To put the token in the clause content, click Insert.
10. Save your changes.

Note After you save the clause, Salesforce populates two read-only fields. Copy the value that you need into the document template during template creation. Templates that reference a clause with Latest Clause Template Identifier automatically pick up the new active version. Templates that reference a specific version with a Clause Template Version Identifier resolve to that version, even after it’s archived. See Tokens for Document Clauses and Document Templates.