Contracts for Salesforce integrates with MS Word to auto-number clauses. This means that an admin can always insert an additional clause into a bundle or a user can add an additional managed clause to a Contract Agreement, and the output document will automatically re-number appropriately.
For example, let’s say you have a clause bundle that references clauses 1, 2, 3, and 4. If you add a new clause in between 1 and 2, the numbering of the clauses will update automatically. The output will now be 1, 2, 3, 4, 5.
In order for auto-numbering to work, you cannot include numbers in the Clause record in the Clause Library. In the MS Word template, configure your clause merge fields as a numbered list so that the numbering is handled by Word during the Composer merge.
For example, if you have a Definitions section that you want to number as 1, 2, 3, etc., your Word Template will look something like this:
Definitions
{{TableStart:def}}{{HTML:APXT_REDLINING__MANAGED_CLAUSE_TEXT_RICH}}{{TableEnd:def}}
CODE
________________________________
You might also have a Word Template that looks like this:
________________________________
Terms and Conditions
- Definitions
{{TableStart:def}}{{HTML:APXT_REDLINING__MANAGED_CLAUSE_TEXT_RICH}}{{TableEnd:def}}
CODE
Sub Clauses
Sub clauses can also use Word auto-numbering, and are handled using specific configuration in the Clause Library and nested SOQL queries. Reference Merging Sub Clauses for detailed information on how to do this.