Saving Unknown Changes
This feature is currently available only for generated documents or those with existing fields or clauses.
Newly added clauses are not assigned any specific sort order, so the sort order must be managed by users. As a workaround, you can navigate to the Select Managed Clause page to set or rearrange clauses as needed. Once you click Save on that page, the sort order will be applied and will appear for the newly added clauses.
If you select a Salesforce value that differs from the current value in the document, clicking will not update the document. The change will remain listed under Unknown Changes.
In the New Clause popup, you can view clause text and enter a clause name. However, any updates made to the clause text in this popup will not be reflected in the document. If you need to modify the clause text, we recommend doing so using options like Open in Word, Send for Negotiation, or other appropriate document editing functionalities in application.
Once you select a clause from the Clause Library or field from the field list, that clause is hidden from the display list to prevent duplicate additions of the same managed clause or field. This exclusion persists even if the user discards changes or navigates away from the page. It is strongly recommended to click Save Unknown Changes before leaving the page. Once the clause or field is selected and saved through the True-Up popup, it is considered added to your document as a managed clause or field.
To ensure a smooth editing process: Always save unknown changes first, Then proceed with any further updates to the document. If you need the clause to reappear in the Clause Library section in true up popup, you can delete the corresponding managed clause from the Managed Clauses list. Once deleted, the clause will become available for selection again.
Unknown changes do not appear in version one of any document. If such changes are added in a later version and then deleted, they will not show up in the True-Up screen. This happens because the True-Up screen compares version one with the latest version. Since version one lacks the unknown changes and the latest version excludes them after deletion, they are not displayed in the comparison.
When adding data tags for unknown changes, we locate the exact selected text and apply the tags. If the text or paragraph appears multiple times, the data tag will be added to the first occurrence in the document.
When the feature is enabled, the popup will display a list of fields and clauses from the Clause Library which are not part of the document already. When you highlight the text, the popup will only display existing fields and clauses that are part of the document.
- During the True-Up process, if unknown changes are detected in your document, they are listed on the left menu under the Unknown Changes section. Click on each detected change to review.
- Once you click an an Unknown Change to review, the Capture popup appears and you have the option to selects Fields or clauses from the Clause library to add as a replacement. You can use the search bar to quickly search for clauses in the Clause Library. Make a selection and click Save. Once you review and save a change, a checkmark appears beside the unknown change in this list.
- Click Save Unknown Changes once all Unknown Changes have been reviewed.
- A notification appears informing you that if you proceed, a new version of the document will be created with your unknown changes. Click OK to proceed. A new version history entry is added as a result of the creation of the new version.
