Sub Clauses are a separate, related object to Clauses that allow users to include additional child clauses related to a Master Clause.
Sub Clauses are helpful in contexts where additional clauses are needed for a specific Clause or topic but do not warrant a new separate Clause. This allows users to create sub-grouping of clauses in the contract document.
For example, you may have Clause 1 with multiple related Clauses 1.1, 1.2, and 1.3. By creating 1.1, 1.2, and 1.3 as Sub Clauses to Clause 1, you can maintain that parent-child structure in your Clause Library all the way through document generation, redlining, and True-Up.
To create Sub Clauses, follow these steps:
- On a Clause record, click Related. Note: If using Salesforce Classic, you will have to first add the Sub Clauses related list to the page layout.
- Click New under Sub Clause.
- The Clause field will be filled with the Parent Clause. Type the name or use the search to select your desired Sub Clause. Alternatively, you can create a new Clause record from this screen and add it as a Sub Clause.
- Select the Sort Order, which defines the order of the Sub Clauses in the document.
- Click Save.
You can add multiple Sub Clauses to a Clause.
When adding a Clause to a Clause Bundle, all associated Sub Clauses are automatically included. If the Clause is removed, all associated Sub Clauses are also removed. When adding Clause Bundles to a Salesforce record, the Parent and Sub Clauses in the bundle are added as Managed Clauses.
To merge Sub Clauses into a contract document, see Merging Sub Clauses into a Contract Document with Composer.