CLM Admin Setup
General Settings
Configure settings that are required to manage a contract life cycle. For more information, see General Settings.
Document Format Setup
Documents can be set up to enable you to specify the output format when you generate a document. In some cases, you may want to restrict these options.
You can set up company-wide default formats for creating contract documents at the User Role and Contract Type levels. Supported formats are DOCX, PDF, and PDF/A. If you select the User Selection option, you allow the user to select a format during contract document generation.
Document format setup allows you to set the default document format and watermark options in the "Select a template" popup that appears when a user generates a contract document from a template. You can define role-level document format setup. You can also overwrite the role-level setup by defining contract type-specific exceptions.For more information, see Document Format Setup.
Document Protection Setup
You can restrict changes to contract documents for specific roles by making the documents read-only or enabling Track Changes in MS Word to capture any updates to the document. For more information, see Document Protection Setup.
Document Versioning
Versioning of documents can be controlled when specific actions are performed on the contract. For more information, see Document Versioning.
Contract Action Settings
Contract Action Settings allow administrators to define and control how key contract actions—such as Clone, Amend, and Renew—are executed. These settings help automate repetitive processes, ensure consistency, and align contract management workflows with your business requirements. You can specify which fields are included, excluded, or modified during these actions using JSON-based configuration scripts.
For more information, see Contract Action Settings.
PDF Security Settings
PDF security settings allow you to control what users can do with generated PDF documents. You can restrict actions like printing, copying, commenting, filling forms, merging, and editing PDF content. You can also protect PDFs with a password for an extra layer of security.
For more information, see PDF Security Settings.
X-Author Configuration Settings
X-Author Configuration Settings allow you to enable or disable X-Author-specific features for CLM users working on contract documents. For more information, see X-Author Configuration Settings.
Contract Rules
Contract rules can be used to fulfill contract creation requests when the requester does not have permission to generate contract documents. Contract rules enable the system to determine how a contract should be processed when a requester raises a new contract request.
Contract rules can be configured to auto-generate contract documents or assign the contract to a user group for further processing. The following is an example of a contract request process for which contract rules can be configured:
- The requester creates a contract record and clicks Submit Request.
- Based on the information provided by the requester, the system determines if the contract should be processed as a standard self-service contract or as a non-standard contract requiring authoring and negotiations.
- For a standard contract, the system generates a contract document and sends it as an email attachment to the contract's primary contact. The requester obtains the signatures on the contract document, scans the hard copy, and attaches it to the contract record. Clicking Activate puts the contract in effect.
- For a non-standard contract, the contract is assigned to a pre-configured user group. The user group takes ownership of the contract, authors it, and negotiates it with the other party. The requester obtains the signatures on the contract document, scans the hard copy, and attaches it to the contract record. Clicking Activate puts the contract in effect.