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202409.2.0

CLM
CLM for Administrators
Current: Configuring the CLM User Interface

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Configuring the CLM User Interface

Select one of the following topics for more information:

Configuring a Page Layout

Creating a Record Type

Configuring a Custom Link for Opportunity

Configuring Custom Links on the Home Page

Customizing Agreement Actions

Adding Agreement Hierarchy Button

Adding In-Effect View Button

Adding the Email Agreement(s) Document(s) Button in Classic

Configuring Agreement Hierarchy Page Header

Configuring the Availability of Custom Buttons

Adding Agreement Hierarchy Button for Accounts

Configuring Documents Tab in Lightning

Configuring Document Action Column in Classic

Hiding Contracts and Templates Tabs in X-Author Contracts for Cloud

Translatable Customizations

Translating X-Author Contracts User Interface

Removing the Path Field

Configuring In-Effect View Page Header

Configuring New Agreement Form Fields

Populating the File Size Field

Setting Up Quick Search on the Home Page

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