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 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.

Add 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 on 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.

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.

Add 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 you want 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 will use Document Finder.

(Optional) Configure Default Tags

You can configure the Comply System Property Default Document Tags to define a set of comma-separated tags which will be 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/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.