Loading
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Edit a Document Clause

Edit a Document Clause

You can update a main clause or alternate clause in Draft state.

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 the Document Clause Sets tab.
  2. Select the clause that you want to edit.
  3. Click Edit, and make your changes.
 
Loading
Salesforce Help | Article