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          Submit a Clause for Review

          Submit a Clause for Review

          Mark content within a contract as a clause and submit it for review from the Microsoft 365 editor, the contract record page, or the extraction results page. After approval, the clause is added to the clause library for reuse.

          USER PERMISSIONS NEEDED 
          To submit a clause for review:

          Clause User permission set

          REQUIRED EDITIONS
          Available in: Lightning Experience
          Available in: Enterprise, Unlimited, Professional, and Developer Editions
          1. To submit a clause for review, do one of these:
            • Open the Microsoft 365 editor and select a marked clause in the add-in panel.
            • Open the Associated Clauses window from the contract record page.
            • On the Extracted Contract Clauses tab, select Edit from the dropdown menu next to the clause.
          2. Select Submit Clause Review from the dropdown menu next to the clause that you want to add to the clause library.
            You can't resubmit an extracted contract clause for review because the Submit Clause Review button is disabled for the extracted contract clause.
          3. Search for and select the clause set and clause name from the clause library.
          4. Click Submit.
           
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          Salesforce Help | Article