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Contracts 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)CPQ 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 SearchTurboEnginesX-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 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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

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Contracts for Salesforce

Integrating with Microsoft Office 365

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Starting a Review Cycle with Office 365

Prerequisites

  • To use the Office 365 integration, users must be set up with an account under the SharePoint site that is configured in the CLM Setup page.
  • Before starting a Review Cycle, a Composer generated .docx document must be attached to the agreement record. This can be a Composer generated document using either datatagenable=1 (bookends) or datatagenable=2 (content controls). The URL can use both datatagenable=1 (bookends) or datatagenable=2 (content controls).

To Start a Review Cycle

  1. Navigate to your agreement object. For example, Contract Agreement.
  2. From the left menu dropdown arrow, click on the button you created. For example, Document Collaborators (Delegate).
  3. Click New Review Cycle
  4. Click on the document name
  5. In the Send Document for Review popup, Upload or Browse files and click Next
  6. In the Add Collaborators section, enter the names of one or more users to be approvers
  7. Click Send
    Warning:
    • When an active Office 365 review cycle is in progress, the document is locked in View Redlines and the Open in Word button is disabled until the review cycle has ended.
    • File names cannot begin or end with a space, end with a period, or include any of the following characters: / \ < > : * " ? |

Next, you can end or cancel your review cycle.

Administrator Guide
CLM (Contracts for Salesforce)

March 3, 2025