This configuration does not apply to Conga CLM (Contracts for Salesforce).

Alternate clauses are substitutes for the main clause. You can create an alternate clause in X-Author for Contracts. You can add alternate clauses as a substitute for the main clause. You can replace the main clause in the agreement with an alternate clause. 

Prerequisites

  • You have added the Alternate Clauses tab. For more information, see Configuring Details Sidebar Fields.
  • You have created alternate and main clauses.
  • You can tag a clause as an alternate clause while creating new in X-Author for Contracts.

Restrictions

  • You cannot tag existing clauses as an alternate clause in X-Author for Contracts.  

  • You must not create or tag an alternate clause in CLM.

To add alternate clauses to the main clause in Lightning

  1. Navigate to the Templates tab.
  2. Select a main clause.
  3. Click the Alternate Clauses tab.
  4. Click the Select Alternatives button.
  5. Select the alternate clauses.
  6. Click Add.

To remove an alternate clause from the main clause

  1. Click the icon.
  2. Select Remove.