Create a Document Clause

Add a document clause to a document clause set. The first clause that you create is the main clause.

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

Note Standard clauses don’t support document generation tokens, images, or tables within their content. If a standard clause includes any of these elements, Salesforce automatically marks it as Marked after contract document generation or when the Microsoft Word add-in refreshes. To use tokens, images, or tables within a clause, create the clause using Mark as Clause, or place these elements outside the clause content control boundaries.

1. From the App Launcher, find and select the Document Clause Sets.
2. Select the document set that you want to add the clause to, and click Add Clause.
3. Enter a name for the clause. By default, the name is the same as the document clause set name.
4. Select a default language.
5. (Optional) Enter a clause description.
6. Select the content format.
7. Enter the clause content.
8. Save your changes.