Clause Versioning
Clause versioning allows you to view all the versions of a clause along with the modified text. You can view the number of times the clause is revised in the version number column of the Agreement Clauses section. Each clause has a single entry with the revised number.
Prerequisite
To access this feature you need to install Contract Management dependent packages—DocuSign API (v5.88), Contract DocuSign Integration (v3.38), and EchoSign Integration (v7.30).
To view versions of a clause
- Navigate to the Agreement Detail page
- In the Master Agreement Clauses section, click the number hyperlink in the No. of Versions column.This opens a <clause name> Version History popup. You can view different versions of the clause on the left pane and the clause text on the right.
-
Turn on Show Changes to view changes in clause
text.
Note: The Show Changes toggle is not enabled for the first version of the clause.
A clause status is updated based on the agreement action. The following are the agreement actions and their corresponding clause statuses.
Agreement Action
Clause Status
Generate or Regenerate
Original
Store Executed Agreement, Upload Signed Document, or eSign
Final
Create Offline Agreement or Import Offline Document
Inserted
A smart clause is modified and checked-in from X-Author Contracts
Modified
A smart clause is deleted and checked-in from X-Author Contracts
Deleted
A main clause is replaced with an alternate clause in OCC
Swapped
Checking in from X-Author Contracts as Final to be signed
No status change
