Documill Leap Salesforce app

Managing Clauses

Available to users with Documill Leap Clause Admin permission set.

You manage clauses on the Documill Clause Library tab. The category panel on the left filters the clause list on the right.


How do I add a clause?

See Adding Clauses .


How do I edit a clause's content, details or status?

See Editing a Clause .


How do I delete clauses?

See Deleting Clauses .


How do I change the category, group, language or status of many clauses at once?

See Updating Clauses in bulk .