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CLM for Salesforce

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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)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

Conga Product Documentation

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CLM for Salesforce

Configuring the CLM User Interface

Hiding Contracts and Templates Tabs in X-Author Contracts for Cloud

Refer Salesforce documentation to understand how to create custom permissions.

This feature allows you to hide contracts or templates tab in X-Author for Contracts using custom permissions.

To hide Contracts or Templates tab
  1. Create XA_Template and XA_Contracts custom permissions in the Contract Management application.
  2. Navigate to Setup > Manage Users > Profiles.
  3. Click a profile name to hide the Contracts or Template tab for that profile.
    This displays the Profile Overview page.
  4. In the Apps section, click Custom Permissions.
    This displays the Custom Permissions page.
  5. Click Edit. When the XA_Template and XA_Contracts custom permissions are in Available Customer Permissions section, the user cannot view Template and Contracts tabs in the X-Author Contracts for Cloud. When the XA_Template and XA_Contracts custom permissions are in Enabled Customer Permissions section, the user can view Template and Contracts tabs in the X-Author Contracts for Cloud.
  6. Move the XA_Template or XA_Contracts custom permissions from Enabled Custom Permissions section to Available Custom Permission to hide Contracts or Templates tab.
  7. Log out and log in each time after you disable or enable a custom permission.
    Note:

    When you login into the X-Author Contracts for Cloud:

    • If you have only XA_Template custom permission, you only see the Templates tab.
    • If you have only XA_Contract custom permission, you only see the Contracts tab.
    • If you have both XA_Template and XA_Contract custom permission, you see both Templates tab and Contracts tab.
    • If you do not have both XA_Template and XA_Contract custom permission, you get a message and are logged out.
Administrator Guide
CLM

June 3, 2025