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Create a Version of a Document Clause
You can have multiple versions of a document clause to track changes over time. A draft version is created each time a change is made to an active clause . When you activate the draft version, the previous version is archived, and the changes made in the new version apply only to new contracts.
| REQUIRED EDITIONS |
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| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
| USER PERMISSIONS NEEDED | |
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| 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 the clause that you want to change.
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Click Create New Version.
If a document clause isn't active, the Create New Version button isn't available.
- Enter the appropriate information, for example, description, format, and content.
- Save your changes.
A draft version of the document clause is created. If you activate the new version, the previous version is archived.
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