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CLM for Advantage Platform

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Adobe Sign ServicesAdvantage 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 Agent 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 ExcelX-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 Feature

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 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.
  • 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.


Viewing the In-Effect View

The status and status category of the contract record is Activated and In Effect respectively.
You can view In-Effect View for contracts and amended contracts.
  1. Open an activated contract.
  2. Click the In-Effect View link.
    You can view Contract Details, Contract Clauses, and Contract Documents.

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.
User Guide
Conga
CLM

August 11, 2026