Enabling Additional Rich Text Formatting for Contracts for Salesforce
Composer Composer does not have a way of preventing extra line breaks from merging into a document in certain use cases:
- When a rich text area field is edited in Salesforce Lightning, p tags are automatically added surrounding the text. If Clause text is included within an unordered or ordered list in a Word document, and p tags exist within the Clause text, a line break will be added at the end of the Clause text. This will result in a blank list item after the Clause text.
- If an unordered or ordered list exists within the Clause rich text, the UL or OL tags will cause a line break to be added at the end of the list. This will result in a blank list item after the last list item.
In these situations, CLM (Contracts for Salesforce) allows you to custom settings in Salesforce to leverage additional formatting for CLM(Contracts for Salesforce) solutions.
Accessing Custom Settings
After these settings are enabled, they will clean tags from newly created or edited Clause text (APXT_Redlining_Text_Richc on Clause Object) or Managed Clause text (APXT_RedliningText_Rich_c on Managed Clause object). Enabling the settings does not retroactively clean existing Clause text. To clean existing clause text, after the settings are enabled the clause text field on the record will need to be edited and saved. (example: add a space at the end of the last period)
Enabling Rich Text Formatting in Contracts for Salesforce
Follow these steps to enable additional rich text formatting options in Contracts for Salesforce:
