The Intelligent Document Dashboard is a Contract Intelligence feature that provides administrators on account usage. You can access your Intelligent Document Dashboard through CLM (Contracts for Salesforce) through a tab or button in the application. 

Use the Intelligent Document Dashboard to bulk upload documents instead of the Intelligent Document Import button or Intelligent Document Dashboard button to avoid multiple contracts uploaded to the same Agreement record. 

Adding the Intelligent Document Dashboard Tab

From the Salesforce App Launcher, search for the Intelligent Document Dashboard. 

Adding the Intelligence Document Dashboard button to the Contract Agreement Object

The Intelligence Document Dashboard button comes ready for use on the Contract Agreement object, but you must manually add it to your desired page layout.

Adding the Intelligent Document Dashboard Button for Custom Objects

Manually create a button on your custom object with the following settings:

    • NAME: Intelligent Document Dashboard
    • BEHAVIOR: Display in existing window without sidebar or header

    • URL: {!URLFOR("/apex/apxt_redlining__contractIntelligenceDocumentDashboard", null, [id=YOUR_OBJECT.Id])}

      Replace “YOUR_OBJECT.Id” with the Salesforce mergefield of the object record Id.