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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 NotesGeneral
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 NotesGeneral

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CLM for Advantage Platform

Smart Search

Searching Contract Documents

You can use the Search tab on the left panel of the Contracts page to search content in CLM. The Search page displays a list of contracts. You can click the contract name link to view the Contract Details page.

This feature allows you to search for information. You can use keywords available in the content of the contract documents to search the content in CLM.

  1. Click the App Launcher icon () and select Contract Apps.
  2. Click the Search tab on the left panel of the Contracts page.
  3. In the search box, enter a search term in the search bar and press Enter.
    This displays a list of contracts matching the search term, including key fields such as Document Name, Document Version, Extension, Page Number, Object Type, and Contract Name. You can click the contract name link to navigate to the Contract Details page for that specific contract record.

Searching Contract Documents Across Multiple Objects

You can perform a multi-object contract search by defining the search criteria using the multiple objects field.

  1. Click the App Launcher icon () and select Contract Apps.
  2. Click the Search tab on the left panel of the contracts page.
  3. To apply filters to your search results, click the Advanced Search icon ().
    This raises the Advanced Filter window.
  4. Select an object from the Primary Object drop-down list. The available options are:
    • Contract
    • Contract Document
    • Contract Clause
    • Account
    • Contract Insight
  5. Select one of the following options from the Take action when drop-down list.
    • All conditions are met
    • Any condition is met
    • Provide expression
      Note:

      To add logic to the Provide expression option, you can use the following in the Custom logic field.

      • Numbers to refer to each condition
      • AND or OR to identify which combination of conditions must be true
      • Parentheses to group parts of the string together

        Sample expression: ((1 AND 2) OR 3)

  6. Click Add Criteria to add a criterion.
    1. Field:Select a field from the drop-down list to be used in the filter criteria. The fields displayed are according to the primary object selected.
    2. Operator: Select an operator from the drop-down list. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.
    3. Value: Enter the value of the field. The type of value field depends on the field selected.
  7. To add another filter, click Add Criteria and repeat step # 6.
  8. Click Add related objects to add a related contract object.
  9. Select a related contract object from the Select a related object drop-down list.
  10. Select one of the following options from the Take action when drop-down list.
    • All conditions are met
    • Any condition is met
    • Provide expression
      Note:

      To add logic to the Provide expression option, you can use the following in the Custom logic field.

      • Numbers to refer to each condition
      • AND or OR to identify which combination of conditions must be true
      • Parentheses to group parts of the string together

        Sample expression: ((1 AND 2) OR 3)

  11. Click Add Criteria to add a criterion.
    1. Field: Select a field from the drop-down list to be used in the filter criteria. The fields displayed are according to the related object selected.
    2. Operator: Select an operator from the drop-down list. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.
    3. Value: Enter the value of the field. The type of value field depends on the field selected.
  12. Click Add Criteria to add a criterion or click Add related objects to add a related contract object.
  13. Click Apply. The search results are displayed according to the primary object specified in the search criteria.
    • When the search results are displayed based on Contract as the primary object, clicking the contract name link opens the Contract Details page.


    • When the search results are displayed based on Contract Clause as the primary object, clicking the contract name link opens the Contract Details page.


    • When the search results are displayed based on Account as the primary object, clicking the account name link opens the Account Details page.


Searching Content Snippet

When you search with a keyword, the page displays your search results. Click the expand icon (>) to view the content snippet containing the search keyword.



August 25, 2025