Updating a clause in the Clause Library is a manual process completed by the admin.
- Navigate to the Clause record you want to update.
- Click .
- Make the desired changes to the text.
- Click The updates are reflected in the clause.
- A new revision is stored under Clause Revisions.
The latest revision of the clause is used going forward.
What happens to the clause library if a clause is updated?
The clause library is not updated. The clause appears as a revision in Conga Contracts for Salesforce for Salesforce. The revisions are stored on the given object in Salesforce as revisions.