home

CLM for Salesforce

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
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

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

CLM for Salesforce

Appendices

Custom Permissions

Custom permissions allow you to give access to certain X-Author Contracts features for a user profile.

Classic Navigation: Setup > Build > Develop > Custom Permissions

Lightning Navigation: Setup > Custom Code > Custom Permissions

The following table lists the custom permissions available in the Contract Management application.

Custom Permission

Description

XA_CheckinAsFinal

This permission allows users to view the following save options on the Check-in document page:

  • Update Current Version
  • With Redlines
  • Without Redlines
  • Final - to be signed

XA_CheckInWithoutRedlines

This permission allows users to view the following save options on the Check-in document page:

  • Update Current Version
  • With Redlines
  • Without Redlines

XA_CheckInWithRedlines

This permission allows users to view the following save options on the Check-in document page:

  • Update Current Version
  • With Redlines
Note:

Irrespective of the user profile permissions, any user can check in a document with redlines using X-Author for Contracts 1.0.

XA_Contracts

Allows users to view the Contracts tab in X-Author Contracts.

Conga Contract Lifecycle Management.Apttus.XA_DisableAutoCheckout

This permission when set to true does not automatically check out contracts.

Note:

This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles.

XA_Template

Allows users to view the Templates tab in X-Author Contracts.

XA_UnlockReadOnlyClause

Allows users to modify read-only clauses in X-Author Contracts.

XA_UnprotectDocument

Provides full access to all the documents irrespective of protection type enforced at the document level.

XA_disableautocheckout
This permission when set to true allows users to disable the auto-checkout option when they:
  • Create and check in an offline document
  • Check contract documents in
  • Check templates in
  • Send a document for review
  • Compare and merge documents
  • Regenerate or regenerate with redline
Note:

This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles.

XA_hidecheckoutmenu

This permission hides the Open and Open and Update options for the user.

Note:

This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles.

xa_unprotectdocument

This permission allows users to view the document protection toggle button.

xa_disableimportoffline

This permission, when set to true, disables the Import Offline option for the user and when set to false makes the option available for the user. When this custom permission is not added, the Import Offline option is available for the user by default.

Note:

This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles.

xa_disablecreateoffline

This permission, when set to true, disables the Create Offline option for the user and when set to false makes the option available for the user. When this custom permission is not added, the Create Offline option is available for the user by default.

Note:

This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles.

xa_displaycheckinretaindocumentname

This permission enables an option for users to select to retain a document name during check-in. Retain Document name allows users to use the document name from the document version properties in CLM instead of from the Comply setting.

xa_displaycheckincreatepdfa

This permission enables the Create PDF/A attachment option during check-in.

Administrator Guide
CLM

August 26, 2025