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Create a Document Clause Set
Group and organize related clauses based on variations and versions.
| 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 |
- From the App Launcher, find and select the Document Clause Sets.
- Select Create Clause Set.
- Enter a name for the clause set.
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Select a default language, usage type, and clause set category.
Note Clause categories are picklist options. To set the clause category options, see Configure Clause Category . - Save your changes.
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