Define Sharing Settings for Clause Sets and Clauses

Define share settings so that users can access the document clause and document clause set data . You can control data access at multiple levels. For example, you can control the access your users have to objects with object permissions. Within objects, you can control user access to fields using field-level security. To control access to data at the record level, use sharing settings and restriction rules.

1. From Setup, in the Quick Find box, enter sharing and select Share Settings.
2. Update Share Settings for Document Clause:
   1. In Manage Sharing Settings for, select Document Clauses.
   2. In the Document Clause Sharing Rules section, click New.
   3. Create sharing rules based on a sharing rule type: Owner-Based, Criteria-Based, or Guest User.
      See ​Create Sharing Rules​.
   4. Save your changes.
3. Update Share Settings for Document Clause Sets:
   1. In Manage Sharing Settings for, select Document Clause Sets.
   2. In the Document Clause Set Sharing Rules section, click New.
   3. Create sharing rules based on a sharing rule type: Owner-Based, Criteria-Based, or Guest User​.
      ​See ​​Create Sharing Rules​​.​​