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CLM for Advantage Platform

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)Conga CopilotCPQ 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
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)Conga CopilotCPQ 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

CLM for Users

Smart Search

Smart Search returns a list of documents that match your search queries, from any records, regardless of where they are stored.

The search feature enables you to:

  • Search information using keywords.
  • Preview the document.
  • Download the document.
  • Export the document.
  • Apply filters and conditions to narrow down the search results.
Note: You can preview .pdf, .txt, and .png file formats and download them. However, you can directly download other file formats.

Previewing Contract Documents

You can preview the content of a document saved as .pdf, .txt, and .png. In the Preview window, you can scroll through the document and search the document to locate text or values. You can also print and download the document.

  1. Select the document to preview.
    The Preview window displays the document.
  2. Click the Download button and save the document in your local folder.
  3. Click the Close icon () to close the Preview window.

Exporting Contract Documents

On the Search tab, you can export a list of documents to an Excel spreadsheet or a CSV file. You can also export documents according to the search criteria. This feature allows you to export contracts, contract clauses, contract insights, and accounts (out-of-box fields and custom fields) along with out-of-box and custom field filter criteria based on contract, contract clauses, contract insight, and account objects.
  1. Click the App Launcher icon () and select Contract Apps.
  2. Go to the Search tab, and click the Export icon () available in the top right corner.
  3. Select the file format (XLS or CSV) to export the document.
  4. Enter the file name in File Name.
  5. Click Export and save the file to your local folder.
User Guide
CLM

December 1, 2025