Modularize Documents with Sections and Clause Marking

In the Salesforce Contracts Connector for Word add-in, contract authors can easily create sections within document templates and contracts. They can also directly mark content as clauses within a document. Define section names and lock sections to restrict editing.​​ Also, add document clauses within sections.​ Mark edited document clauses and new content within a document as clauses. The marked clause is mapped to a contract document for each version.​

Where​: This change applies to Lightning Experience in Enterprise, Unlimited, Professional, and Developer editions.​

Who​: To add sections and clauses within documents, users need Microsoft 365 Word or Microsoft 365 Word Digital Experience User permission set license.​