How to Use True-Up All

After you've created a contract and completed the negotiation process, you can True-Up All your changes.

IF statements are not supported with the True-Up feature. We recommend you handle dynamic sections of your document with the Clause Library instead. 

To use True-Up All

1. In Salesforce, navigate to your contract and click on View Redlines.
2. Click on the True-Up drop-down menu and select True-Up All.
3. When the True-Up All scan is complete, click Done. A confirmation message displays: All True-Up changes complete.