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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)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI 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 NotesGeneral

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CLM for Salesforce

Versioning Contract Documents

Configuring Document Finder

Document Finder helps your contract managers, salespersons and legal teams to easily filter and find agreement documents directly from an agreement record. Follow the instructions on this page to set up Document Finder for use with your agreements.

Enable Contract Document Versioning

To use keywords/tags defined in your org or created from check-in actions in X-Author for Contracts requires Contract Document Versioning be enabled. When you are working with version aware records, you can take full advantage of search by keywords/tags and by document versions.

To learn how to enable Contract Document Versioning, refer to Enabling Contract Document Versioning.

Adding Document Finder Visualforce Page to User Profiles

To grant Document Finder access to a user, you must add the Visualforce Page to the list of Enabled Visualforce Pages on their corresponding User Profile.

  1. Go to Setup > Administer > Manage Users > Profiles.
  2. Click the profile corresponding to the user who needs access.
  3. Click Edit under Enabled Visualforce Page Access.
  4. Add Apttus.DocumentFinder to the list of enabled Visualforce pages.
  5. Click Save.
Note:

You can do this more quickly for multiple profiles by going to Setup > Build > Develop > Visualforce Pages and changing the Security for the Document Finder Visualforce page.

Adding Document Finder to the Agreement Layout

As Document Finder is a custom Visualforce page, it must be added to the Agreement layout inside of a section.

  1. Go to Setup > Create > Objects > Agreements.
  2. Hover over Page Layouts and click Edit next to the layout to modify. In this example, consider modifying the agreement layout page for the SOW record type.
  3. Click and drag the Section field to the area below the Actions section of the Agreement Layout.
  4. Enter Document Finder as the Section Name and choose a 1-Column layout.
  5. Click OK.
    The Document Finder section is created.
  6. From the Layout Designer menu, choose Visualforce Pages.
  7. Click and drag the Document Finder Visualforce page onto the section you just created.
  8. Click Save to save the Agreement page layout.
  9. Repeat these steps for all agreement layouts that uses Document Finder.

(Optional) Configure Default Tags

You can configure the Default Document Tags Comply System Property to define a set of comma-separated tags which is automatically available to users who perform a search in Document Finder. X-author users can also choose from the same set of tags at document check-in, applying any of these default tags to an agreement document as part of the check-in process.
To configure the default Document Tags system property
  1. Go to Setup > Develop > Custom Settings.
  2. Click Manage next to Comply System Settings.
  3. Click Edit next to System Properties.
  4. Enter your desired default tags as comma-separated values for the Default Document Tags system property.
  5. Click Save to update the system with your default tags. Now, when you place your cursor into the document name or keywords search in Document Finder, you can choose from a list of default tags defined by the property.X-Author users can also make use of these tags during check-in. For more information, see X-Author for Contracts documentation.
Administrator Guide
CLM

August 22, 2025