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CLM for Advantage Platform

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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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CLM for Advantage Platform

User Profile Management

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Configuring X-Author Action Permissions for CLM Users

You must enable action permissions for X-Author objects in the Permission Group so that CLM users with that permission group have required access to the X-Author features. To do so, you need to configure object permission in a Permission Group.

Configuring Object Permission

You have created the required permission group. For more information, see Creating Permission Groups.

To configure object permission
  1. Click the App Launcher () icon from the top-left corner >Admin Console > Users.
  2. Go to the Permission Groups tab and edit the relevant permission group. For more information, see Working with Permission Groups .

    The following table lists the X-Author actions that you can enable in the CLM.

    Object Name

    Action Name

    Description

    Template

    Show Templates Menu

    Select this checkbox to display the Templates tab in X-Author.

    Agreement

    Show Contracts Menu

    Select this checkbox to display the Contracts tab in X-Author.

    Allow CheckIn As Final

    Select this checkbox to display the following save options when the user checks in the contract document in X-Author:

    • With Redlines
    • Without Redlines
    • Final - to be signed

    Allow CheckIn Without Redlines

    Select this checkbox to display the following save options when the user checks in the contract document in X-Author:

    • With Redlines
    • Without Redlines

    Allow CheckIn With Redlines

    Select this checkbox to display the following save option when the user checks in the contract document in X-Author:

    • With Redlines

    Allow Unprotect Document

    Select this checkbox to allow full access to all the documents irrespective of protection type enforced at the document level.

    Hide Checkout Menu

    Select this checkbox to hide the "Open" and "Open and Update" option for the user in X-Author.

    Disable Auto Checkout
    Select this checkbox to disable the auto check out option for the users when they perform the following actions:
    • Create and check in offline document
    • check in contract document
    • check in template
    • Send document for review
    • Compare and merge document
    • Regenerate/regenerate with redlines

    Display Check-In Create pdf A

    Select this checkbox to display the Create PDF/A attachment option when the user checks in the contract document in X-Author.

You now need to associate the Permission Group with a Role. For more information, see Creating Roles .

Administrator Guide
CLM

May 5, 2025