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            Document Clause Sets

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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
            1. From the App Launcher, find and select Document Clause Sets.
            2. Select Create Clause Set.
            3. Enter a name for the clause set.
            4. Select a default language, usage type, and clause set category.
              Note
              Note Clause categories are picklist options. To set the clause category options, see Configure Clause Category .
            5. 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
            1. From the App Launcher, find and select Document Clause Sets.
            2. Select the clause set that you want to edit.
            3. Change the appropriate information.
            4. 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
            1. From the App Launcher, find and select Document Clause Sets.
            2. Select the clause set to delete.
            3. Click Delete.
            4. 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
            1. From the App Launcher, find and select Document Clause Sets.
            2. Enter the document clause set name in the Search Clause Set.
            3. Click the document clause set to view.
             
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