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Contracts for Salesforce

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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

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Contracts for Salesforce

Setting Up Conga Contracts for Salesforce

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Add Select Primary Document Button to Standard or Custom Objects

When there is more than one document saved on a Contract record, the Select Primary Document button will select the document to use in your negotiation process.

The Select Primary Document button is automatically created on the Contracts object upon installation. The following steps are necessary when using Contracts for Salesforce on an object other than the Contracts object.

The Select Primary Document button is added to the Contracts object as part of the setup process. The Select Primary Document button is only needed when there are multiple documents attached to a Contract record, not multiple versions. When there are multiple versions of a document, Contracts for Salesforce selects the most recent by default.

When there is more than one document saved on a Contract record, the Select Primary Document button selects the document to use in your negotiation process.

To add the button to another object

  1. Click Setup > Customize > YOUR OBJECT > Buttons, Links, and Actions > New Button or Link .
  2. In the Label box, type Select Primary Document.
  3. For Display Type, select the Detail Page Button.
  4. In the Behavior list, select Display in the existing window without sidebar or header.
  5. In the Content Source, select URL.
  6. In the text box, copy and paste the following code: 
    {!URLFOR($Action.Contract.APXT_Redlining__Select_Primary_Document, null, [altId=THISObjec.Id], false)}

    For an Opportunity, you would use:

    {!URLFOR($Action.Contract.APXT_Redlining__Select_Primary_Document, null, [altId=Opportunity.Id], false)}
Administrator Guide
CLM (Contracts for Salesforce)

April 2, 2025