在 Salesforce Contracts Connector for Word 附加元件中,契約作者可以輕鬆地在文件範本和契約內建立區段。也可以直接將內容標記為文件中的子句。定義區段名稱和鎖定區段以限制編輯。 此外,新增區段內的文件子句。 將編輯的文件子句與文件內的新內容標記為子句。標記子句會對應至每個版本的契約文件。
其中:此變更適用於 Enterprise、Unlimited、Professional 及 Developer Edition 中的 Lightning Experience。
誰:若要在文件中新增區段與子句,使用者需要 Microsoft 365 Word 或 Microsoft 365 Word Digital Experience 使用者權限集授權。
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