Creating Clause Revisions

Updating a clause in the Clause Library is a manual process completed by the admin.

To create a clause revision:

1. Navigate to the Clause record you want to update.
2. Click Edit.
3. Make the desired changes to the text.
4. Click Save. The updates are reflected in the clause.

A new revision is stored under Clause Revisions.

What happens to the clause library if a clause is updated?

The clause library is not updated. The clause appears as a revision in Contracts for Salesforce. The revisions are stored on the given object in Salesforce as revisions.