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Adobe Sign ServicesAiMeAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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CLM for Advantage Platform

Contract Details and Actions

In-Effect View

The In-Effect View feature allows you to access essential information and contract data for the contracts that are currently in effect. You can review contract details, clauses, and documents from this view. Additionally, you can track amendments to view combined data from both the original and amended contracts that constitute the in-effect contract.

You can open the In-Effect View from any record in the chain, the base contract or any amendment record, and it always presents the aggregated in-effect state of the full chain, regardless of which record it is opened from. The sections that appear in the view are controlled by your administrator through the In-Effect View configuration.

You can see the following details in each section of the In-Effect View:

  • In the Contract Details section, you can view the Contract Field, Value, Contract Number, and Updated By details. Each field label reflects the field's configured Display Name as defined in your organization's settings.
  • In the Contract Clauses section, you can view the Clause Name, Contract Number, Updated By, and Modified On details.
  • In the Contract Document section, you can view the Contract Name, Contract Number, and No. of Docs details.
  • Your administrator can enable or disable each related list section in the In-Effect View configuration. Each enabled related list can be configured to display up to five columns.

The In-Effect View aggregates data across the chain as follows:

  • Contract Details shows the latest in-effect value for each field from the most recent activated record that holds a value for that field (up to a maximum of 30 fields).
  • Contract Clauses shows the latest active version of each clause across the chain; if the same clause appears in multiple amendments, only the latest activated version is shown.
  • Documents and all other related lists show all records from across the full amendment chain, with no filtering applied.
  • The Contract Details, Contract Clauses, Contract Document, and other related-list sections do not support sort, filter, or search.

Learn how the amendment chain is built, including the Full Copy and Delta Amendment models in Contract Amendment.

Viewing the In-Effect View

The status and status category of the contract record is Activated and In Effect respectively.
You can open the In-Effect View from any record in the amendment chain, the base contract or any amendment record.
  1. Open any record in the amendment chain (the base contract or an amendment record).
  2. Click the In-Effect View link.
    The view opens with all configured sections fully expanded by default, Contract Details, Contract Clauses, Contract Document, and any other enabled related lists.
  3. Scroll vertically within Contract Details to see all configured fields.

Viewing a Contract Field's Change History

The status and status category of the contract record is Activated and In Effect respectively.
  1. Go to In-Effect View.
  2. Click the expand icon () in the Contract Details section.
  3. Select a contract field.
    The Track Changes panel opens to the right and you can view all the field value changes performed after the contract was activated.
You can view the In Effect and Previous Changes sections in the track changes panel. In the In Effect section, you can view the Value (current field value), ContractNumber, and UpdatedBy information. Under the Previous Changes section, you can view the Value (previous field value highlighted in yellow), ContractNumber, and UpdatedBy information. The Previous Changes section is only visible if the field value was modified. Click the Contract Number link to view the contract record in a new window.

Viewing a Clause's Versions and Change History

The status and status category of the contract record is Activated and In Effect respectively.
  1. Go to In-Effect View.
  2. Click the expand icon () in the Contract Clauses section.
  3. Select a contract clause.
    The clause details panel opens to the right.
  4. Click Compare Versions to compare the final clause version of the original contract and the final version of the clause in the amended contract.
    A popup opens and you can see the changes in the compared clauses. Click the Contract Number link to view the contract record in a new window.

Viewing Contract Documents

The status and status category of the contract record is Activated and In Effect respectively.

  1. Go to In-Effect View.
  2. Click the expand icon () in the Contract Document section.
    This displays the contract name, contract number, and the total number of documents available for the contract..
  3. Select a contract record to display its associated documents in the right panel. You can click the Contract Document link to download a document.
    Click the eye icon ( ) next to a contract document to preview it. From the preview window, you can print or download the document. Click Close to exit the preview.
  4. Click the Contract Name link or the Contract Number link to view the contract in a new window.

Viewing Other Related Lists

The status and status category of the contract record is Activated and In Effect respectively.
Related lists other than clauses and documents, for example, obligations, line items, or custom objects that your administrator has enabled, appear as their own sections in the In-Effect View.
  1. Go to In-Effect View.
  2. Scroll to the related-list section you want to review.
    Each section shows all records from across the full amendment chain, sorted with the most recently created records first, and displays up to five configured columns. Rows in these sections are not clickable.
All related-list sections display records from the entire amendment chain in read-only tables, allowing you to review key details without navigating away from the In-Effect View.
User Guide
Conga
CLM

October 21, 2026