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Document Clause Sets
A document clause set groups and organizes related clauses based on their variations and versions. It enables the use of standardized language in documents, ensuring consistency and accuracy.
The set can have only one main clause, but it can include multiple alternate clauses.
The main clause in a clause set is usually the primary clause required for a specific type of document, whereas the alternate clause provides alternative language or options that users can use instead of the main clauses in certain circumstances.
Create a Document Clause Set
Group and organize related clauses based on variations and versions.
| 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 |
- From the App Launcher, find and select Document Clause Sets.
- Select Create Clause Set.
- Enter a name for the clause set.
-
Select a default language, usage type, and clause set category.
Note Clause categories are picklist options. To set the clause category options, see Configure Clause Category . - Save your changes.
Edit a Document Clause Set
You can update an existing document clause set.
| 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 |
- From the App Launcher, find and select Document Clause Sets.
- Select the clause set that you want to edit.
- Change the appropriate information.
- Save your changes.
Delete a Document Clause Set
When you delete a document clause set, you also delete the document clauses in the set.
| 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 |
- From the App Launcher, find and select Document Clause Sets.
- Select the clause set to delete.
- Click Delete.
- Click Delete to confirm.
Search a Document Clause Set
You can search a document clause set. Page load time for document clause set varies directly with respect to number of document clause sets that you have in your org. Maximum of 20 records are displayed at a time.
| 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 |
- From the App Launcher, find and select Document Clause Sets.
- Enter the document clause set name in the Search Clause Set.
- Click the document clause set to view.
