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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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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CLM for Advantage Platform

Contract Records Management

Editing One or More Contracts

Based on user roles, the administrator has assigned Read and Update permissions on the Agreement object and set field permissions for contract fields such as Contract Type, Owner, and others.

You can update one or more contract records. To edit multiple contracts simultaneously, select them from the My Contracts, All Contracts, or Recently Viewed tabs and make your changes.

Edit a contract
  1. Select a contract to edit.
    This displays the Contract Details page.
  2. Click the Edit icon ().
  3. Update the required details and click Save or Cancel.
    The Save and Cancel button is visible in a sticky footer.
Edit multiple contracts
  1. Navigate to My Contracts, All Contracts, or Recently Viewed tabs to view the contracts listing page.
  2. To narrow down the list of contracts, use the Advanced Search option. This helps you to filter and find the specific contracts to edit. For more information, see Searching Contracts.
  3. Click the Bulk Edit icon (). This opens the Edit window, displaying the fields currently available on the grid, which are unpopulated.
    Note: To add more fields to the grid and edit, select the View Settings option. For more information, see the "View Settings" section in My Contracts, All Contracts, and Recently Viewed Contracts.
  4. Edit the fields and click Save.
    The fields for the selected contracts are updated, and the most recently modified records appear at the top of the list.
User Guide
Conga
CLM

June 15, 2026