Clauses

Clauses specify a contract’s legal language and provisions, such as payment and warranty information. A clause typically contains one or more paragraphs of text, which is the clause content. For example, a payment clause may contain text that describes the terms of payment.

A clause is the smallest building block in a contract. Clauses are the typical contract language you define for your organization, such as terms and conditions and other legal statements.

You create contract clauses, each with its own unique ID and description. Clauses support variables that are replaced when the clause is added to the contract. You can associate each clause with one or more products and one or more contract templates.

You can create clauses in any sequence, and then use document templates to place the clauses in the correct sequence.

Each term or condition is a record in the clause library. The contract administrator can manage clauses in the clause library. Using the clause library, you can create reusable clauses that contain regular text and variables, or tokens.

You can insert variables in a clause. Variables are placeholders for information from Salesforce fields. For example, you can insert a contact variable that retrieves data from the Contract Name field. Variables are also known as tokens. For more information, see Mapping Tokens in a Section.

Note

Clauses apply only to Vlocity Web Templates. In ​Salesforce Industries Communications, Media, and Energy Winter '18, Minor release, Version 101.2.900.151, to add clauses to a Microsoft Word document template, add them to the document on which the template is based. Fore more information, see Creating a Microsoft Word or Microsoft PowerPoint Template.

• Creating a Clause
  Typically, contract administrators, legal analysts, business analysts, or product managers create templates and clauses.
• Updating a Clause
  To update a clause:
• Deleting a Clause
  To delete a clause:
• Using Tokens for Document Clauses in Microsoft Word Files
  To use tokens for document clauses in Microsoft Word files, first define short names for the clauses, then insert the tokens in the files.