Document Sections and Document Clauses make up the content of the document. They are created from a set of pre-made and pre-approved Sections and Clauses that you want to include in the document.
You can find the list of the created Document Sections and Clauses in the corresponding tabs in Maven CLM.
Document Sections and Document Clauses are editable copies of the corresponding Sections and Clauses. If any changes need to be made, you can edit only those records and leave Sections and Clauses untouched.
In case you would like to restrict edit access to the content of Document Sections and Clauses, you can create a new Permission Set with such a restriction and assign it to the needed user.
The process of creating document content is customizable using Salesforce's out-of-the-box functionalities and highly depends on your business processes and logic.
There are three ways to create Document Sections and Clauses:
| Field API Name | Values/Type | Description | Required |
|---|---|---|---|
Name |
Auto Number |
Name of the record. | true |
Agreement__c |
Lookup |
Lookup to the source Agreement record. | false |
Document_ |
Text |
The order in which the record is used. | false |
Agreement_Version__c |
Lookup |
Lookup to the source Agreement Version record. | false |
Document_ |
Text |
The approval process for the custom business logic. | false |
Section__c |
Lookup |
Lookup to the source Section record. | false |
Section_Name__c |
Text |
The name of the source Section record. | false |
Code__c |
Text |
Unique Section code. | false |
Description__c |
Long Text Area |
Description of the record. | false |
Version__c |
Lookup |
Lookup to the Version record. | false |
Approval_Process__c |
Text |
The approval process for the custom business logic. | false |
Text__c |
Long Text Area |
The text value of the source Section record. | false |
Rich_Text__c |
Rich Text Area |
The Rich Text value of the source Section record. | false |
Parent_Section__c |
Lookup |
Lookup to the parent Section record. | false |
Next_Activated_ |
Lookup |
Lookup to the next activated Section record. | false |
Previous_Section__c |
Lookup |
Lookup to the previous Section record. | false |
Origin_Section__c |
Lookup |
Lookup to the original Section record. | false |
External_Id__c |
Text |
ID for migrating data from third-party resources. | false |
Sort__c |
Number |
The order in which the record is used. | false |
OwnerId |
Lookup |
Lookup to the owner of the record. | true |
LastModifiedById |
Lookup |
Lookup to the user who last edited the record. Includes the date and time of the last edit. | true |
CreatedById |
Lookup |
Lookup to the user who created the record. Includes the creation date and time. | true |
| Field API Name | Values/Type | Description | Required |
|---|---|---|---|
Name |
Auto Number |
Name of the record. | true |
Agreement__c |
Lookup |
Lookup to the source Agreement record. | false |
Document_ |
Text |
The order in which the record is used. | false |
Agreement_Version__c |
Lookup |
Lookup to the source Agreement Version record. | false |
Document_Section__c |
Lookup |
Lookup to the connected Document Section record. | false |
Clause__c |
Lookup |
Lookup to the source Clause record. | false |
Document_ |
Text |
The approval process for the custom business logic. | false |
Clause_Name__c |
Text |
The name of the source Clause record. | false |
Code__c |
Text |
Unique Clause code. | false |
Description__c |
Long Text Area |
Description of the record. | false |
Version__c |
Lookup |
Lookup to the Version record. | false |
Approval_Process__c |
Text |
The approval process for the custom business logic. | false |
Sort__c |
Number |
The order in which the record is used. | false |
Text__c |
Long Text Area |
The text value of the connected Clause record. | false |
Rich_Text__c |
Rich Text Area |
The Rich Text value of the Clause record. | false |
Parent_Clause__c |
Lookup |
Lookup to the parent Clause record. | false |
Next_Activated_ |
Lookup |
Lookup to the next activated Clause record. | false |
Previous_Clause__c |
Lookup |
Lookup to the previous Clause record. | false |
Origin_Clause__c |
Lookup |
Lookup to the original Clause record. | false |
Section__c |
Lookup |
Lookup to the connected Section record. | false |
External_Id__c |
Text |
ID for migrating data from third-party resources. | false |
OwnerId |
Lookup |
Lookup to the owner of the record. | true |
LastModifiedById |
Lookup |
Lookup to the user who last edited the record. Includes the date and time of the last edit. | true |
CreatedById |
Lookup |
Lookup to the user who created the record. Includes the creation date and time. | true |