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Adding alternate clauses button to your page layout

This page applies to: Conga Contracts for Salesforce

You can add pre-approved alternate clauses to the clause library that are related to standard clauses. You can use the clause playbook to replace a standard clause with appropriate alternate clauses. Alternate clauses can be added to the clause library and associated with the standard clause. See Alternate Clauses for more information.

Before you begin

  If you upgrade from a previous version to 1.65.1, you might see duplicate Alternate Clauses buttons. For more information, see Upgrading to version 1.65.1 causes duplicate Alternate Clauses buttons

Add Alternate Clauses to your page layout in Salesforce:

1. Add the Restrict to Alternate Clauses field to the Clause page layout.

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2. Add the first available Alternate Clauses Related List to the Clause page layout.

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3. To confirm that you added the correct Alternate Clauses Related List, click New Alternate Clause and confirm that the Clause field is pre-populated with the Clause that you selected.

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Next you want to create and add alternate clauses to existing clauses. See Creating and adding alternate clauses to existing clauses for more information.