Modify a Section in a Salesforce Contract Document

Template designers and contract authors can modify the sections within document templates and contract documents.

1. Open the contract document or document template in Microsoft 365 editor.
2. Click the Salesforce Contracts for Word add-in on the Home tab.
   The Delete, and Edit Properties options are available in the add-in pane for a section.
   
3. Select the dropdown next to the section that you want to modify.
   You can perform these actions:

   • Delete - Deletes data within the section. The section reference from the add-in panel also gets deleted.

   • Edit Properties - Helps you modify section properties such as section name.