Auto-Numbering Clauses
Contracts for Salesforce integrates with Microsoft Word to auto-number clauses. This means that an administrator can always insert an additional clause into a bundle or a user can add an additional managed clause to a Contract Agreement, and the output document will automatically re-number appropriately.
For example, let’s say you have a clause bundle that references clauses 1, 2, 3, and 4. If you add a new clause in between 1 and 2, the numbering of the clauses will update automatically. The output will now be 1, 2, 3, 4, 5.
In order for auto-numbering to work, you cannot include numbers in the Clause record in the Clause Library. In the Microsoft Word template, configure your clause merge fields as a numbered list so that the numbering is handled by Word during the Composer merge.
For example, if you have a Definitions section that you want to number as 1, 2, 3, etc., your Word Template will look something like this:
Use Case Example
Let's say you have an NDA clause bundle that references clauses 1, 2, 3, and 4 in an ordered list:
Confidential Information. For the purposes of this Agreement, "Confidential Information" means all non-public, proprietary, or confidential information disclosed by the Disclosing Party to the Receiving Party, whether oral, written, electronic, or in any other form.
Obligations of Receiving Party. The Receiving Party agrees to maintain the confidentiality of the Confidential Information.
Exclusions from Confidential Information. Confidential Information does not include information that is or becomes publicly known through no breach of this Agreement.
Remedies. The Receiving Party acknowledges that any breach of this Agreement may cause irreparable harm to the Disclosing Party, for which monetary damages may be inadequate.
If you add a new clause to the bundle in between "Exclusions" and "Remedies", the numbering of the clauses will update automatically. The output will now be 1, 2, 3, 4, 5:Confidential Information. For the purposes of this Agreement, "Confidential Information" means all non-public, proprietary, or confidential information disclosed by the Disclosing Party to the Receiving Party, whether oral, written, electronic, or in any other form.
Obligations of Receiving Party. The Receiving Party agrees to maintain the confidentiality of the Confidential Information.
Exclusions from Confidential Information. Confidential Information does not include information that is or becomes publicly known through no breach of this Agreement.
Term and Termination. This Agreement shall remain in effect for a period of two (2) years from the date of disclosure of the Confidential Information.
Remedies. The Receiving Party acknowledges that any breach of this Agreement may cause irreparable harm to the Disclosing Party, for which monetary damages may be inadequate.
Configure Auto-Numbering
For auto-numbering to work, you cannot include numbers in the Clause record in the Clause Library. In the Microsoft Word template, configure your clause merge fields as a numbered list so that the numbering is handled by Word during the Composer merge.
For example, if you have a Definitions section that you want to number as 1, 2, 3, etc., your Word Template will look something like this:
Terms and Conditions
Configure Auto-Numbering for Sub Clauses
Sub clauses also use Word auto-numbering, and are handled using specific configuration in the Clause Library and nested SOQL queries. Reference Merging Sub Clauses for detailed information on how to do this.