Sub Clauses are a separate, related object to Clauses that allow users to include additional child clauses related to a Master Clause.

Sub Clauses are helpful in contexts where additional clauses are needed for a specific Clause or topic but do not warrant a new separate Clause. This allows users to create sub-grouping of clauses in the contract document.

For example, you may have Clause 1 with multiple related Clauses 1.1, 1.2, and 1.3. By creating 1.1, 1.2, and 1.3 as Sub Clauses to Clause 1, you can maintain that parent-child structure in your Clause Library all the way through document generation, redlining, and True-Up.

To create Sub Clauses:

  1. On a Clause record, click Related.

    If using Salesforce Classic, you will have to first add the Sub Clauses related list to the page layout.

  2. Click Select Clauses under Sub Clause.
  3. The Clause field is filled with the Parent Clause. Type the name or use the search to select your desired Sub Clause. Alternatively, you can create a new Clause record from this screen and add it as a Sub Clause.
  4. Select the Sort Order, which defines the order of the Sub Clauses in the document.
  5. Click Save.
    You can add multiple Sub Clauses to a Clause.
    When adding a Clause to a Clause Bundle, all associated Sub Clauses are automatically included. If the Clause is removed, all associated Sub Clauses are also removed. When adding Clause Bundles to a Salesforce record, the Parent and Sub Clauses in the bundle are added as Managed Clauses.
    To merge Sub Clauses into a contract document, see Merging Sub Clauses into a Contract Document with Composer.