Available to users with Documill Leap Clause Admin permission set.
The Clause Library is where you keep your organization's approved clauses in Salesforce. Collaborators in Leap Projects can then add these clauses to documents while editing. You manage the library on the Documill Clause Library tab in the Leap app.
To set it up, see Enabling Clause Library.
How clauses are organized
|
Clause |
A reusable piece of document content, stored as a Word (DOCX) file in the “Documill Clause Library” library in Salesforce Files. |
|
Versions |
When you change a clause's content, you can save it as a new version. Earlier versions are kept, and you can restore them. |
|
Status |
Each clause may have one of these statuses:
Only Live clauses are offered in Leap Projects. |
|
Categories |
A tree of topics with sub-categories, such as “Legal” category with “Liability” sub-category. A clause can belong to several categories, or to none. |
|
Groups |
A flat list of labels that cut across categories, such as “Legal” group. A clause can belong to several groups. |
|
Language |
The language the clause is written in. |
How do I set up the Clause Library?
How do I choose which clause languages are available?
See Configuring Clause Languages.
How do I add, edit or delete clauses?
See Adding Clauses , Editing a Clause , Deleting Clauses .
How do I change many clauses at once?
How do I organize clauses into categories or groups?
See Managing Clause Categories and Managing Clause Groups .
📷 Screenshot: the Documill Clause Library tab showing the category panel and the clause list.