About This Guide

With the Contract Management Administrator Guide, you can find out how Apttus Contract Management works and how to manage your organization's and your customers' contracts.



What's CoveredApttus Contract Management (CM or CLM or Comply) Admin Guide is designed to provide administrators, involved with the contracting process in your organization, with information on configuring and setting up Apttus Contract Management. This guide is designed to cover the most common use cases for the Apttus CM Administration and assumes a level of familiarity with basic Salesforce. See Salesforce User Guide for details on standard Salesforce functionality.
Primary AudienceApttus Administrator, Contract Manager, Legal Team, Contracts Administrator, Template Administrator, Template Designer
IT EnvironmentRefer to the latest Contract Management on Salesforce Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this guide for each release, see the What's New topic.
Other Resources
  • Contract Management User Guide: Refer to this guide to set-up the entire contract management process.
  • X-Author User Guide: Refer to this guide for detailed instructions on setting up templates and editing agreement documents.

This guide describes the following tasks:

  • Setting up the Contract Management application
  • Managing agreement lifecycle
  • Configuring agreement document protection
  • Versioning contract documents
  • Securing agreement documents
  • Reporting using agreement explorer
  • Configuring contract wizard

Before using Contract Management, you must be familiar with the following:

  • Basic Salesforce administration
  • Salesforce and Apttus terms and definitions