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            View Associated Clauses

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            View Associated Clauses

            After you check in a document created in the Microsoft 365 editor, you can access the associated clauses. View all clauses associated with the contract version from the Associated Clauses section. The Associated Clauses window includes the clause source (Marked Clause, Contracts AI, and Clause Library), the review status for each clause, and so on.

            USER PERMISSIONS NEEDED  
            To create and edit document clauses

            Contracts AI Clause Designer

            AND

            Contracts AI User

            AND

            Prompt Template User

            AND

            NLP Service

            AND

            Scoring Framework Admin
            To edit in Microsoft 365 editor Microsoft 365 Word Designer
            To view clauses from the contract record

            Clause User

            AND

            CLM Runtime User
            REQUIRED EDITIONS
            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, Professional, and Developer Editions
            1. From the contract record page, click View Contract Document.
            2. In the Associated Clauses, click View Clauses.
              The button to access the list of associated clauses.
              A window opens with the list of associated clauses.
             
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            Salesforce Help | Article