You can use the Search option on the left panel of the Contracts home page to search content in CLM. This feature allows you to search for information without the need to understand the workings of CLM.

You can use keywords in the content of the contract documents to search the content in CLM. 

To search contract documents

  1. Click the App Launcher icon () and select Contract Apps.
  2. On the Contracts page, click the Search tab on the left panel.
  3. In the search box, enter a search term in the search bar and press Enter.

To search contract documents across multiple objects

You can perform a multi-object contract search by defining the search criteria using the multiple objects field.

  1. Click the App Launcher icon () and select Contract Apps.
  2. On the Contracts page, click the Search tab on the left panel.
  3. Click the filter icon () to apply filters to your search results.
    The filter popup is displayed.
  4. Select an object from the Primary Object drop-down list. The available options are:
    • Contract
    • Contract Document
    • Contract Clause
    • Account
    • Contract Insight
  5. Select one of the following options from the Take action when drop-down list.
    • All conditions are met
    • Any condition is met

    • Provide expression

       To add logic to the Provide expression option, you can use the following in the Custom logic field.

      • Numbers to refer to each condition 
      • AND or OR to identify which combination of conditions must be true
      • Parentheses to group parts of the string together
        Sample expression: ((1 AND 2) OR 3)
  6. Click Add Criteria to add a criterion.
  7. Field: Select a field from the drop-down list to be used in the filter criteria. The fields displayed are according to the primary object selected.
  8. Operator: Select an operator from the drop-down list. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.
  9. Value: Enter the value of the field. The type of value field depends on the field selected.

  10. To add another filter, click Add Criteria and repeat steps 7, 8, and 9.

  11. Click Add related objects to add a related contract object.
  12. Select a related contract object from the Select a related object drop-down list. The available options are:
    • Contract Clause
    • Contract Insight
    • Account
  13. Click Add Criteria to add a criterion or click Add related objects to add a related contract object. Repeat the above steps.
  14. Click Apply. The search result displays the following fields.
    • Document name
    • Document version
    • Document extension
    • Page number
    • Object type


To search a content snippet

When you search with a keyword, the page displays your search results. Click the expand icon (>) to view the content snippet containing the search keyword.