Adding the Intelligent Document Import Button

You can import documents into CLM (Contracts to Salesforce) from your Contract Intelligence integration with the Intelligent Document import button.

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 Intelligence Document Import button to the Contract Agreement object

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

Adding the Intelligence Document Import button to a custom object

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

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

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

    

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