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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

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CLM for Salesforce

Working with Agreements

Clause Versioning

Clause versioning allows you to view all the versions of a clause along with the modified text. You can view the number of times the clause is revised in the version number column of the Agreement Clauses section. Each clause has a single entry with the revised number.

Viewing Versions of a Clause

To access this feature, you must install the following Contract Management dependent packages:
  • DocuSign API (v5.88)
  • Contract DocuSign Integration (v3.38)
  • EchoSign Integration (v7.30)
To view versions of a clause
  1. Navigate to the Agreement Detail page
  2. In the Master Agreement Clauses section, click the number hyperlink in the No. of Versions column.This opens a <clause name> Version History popup. You can view different versions of the clause on the left pane and the clause text on the right.
  3. Turn on Show Changes to view changes in clause text.
    Note: The Show Changes toggle is not enabled for the first version of the clause.

    A clause status is updated based on the agreement action. The following are the agreement actions and their corresponding clause statuses.

    Agreement Action

    Clause Status

    Generate or Regenerate

    Original

    Store Executed Agreement, Upload Signed Document, or eSign

    Final

    Create Offline Agreement or Import Offline Document

    Inserted

    A smart clause is modified and checked-in from X-Author Contracts

    Modified

    A smart clause is deleted and checked-in from X-Author Contracts

    Deleted

    A main clause is replaced with an alternate clause in OCC

    Swapped

    Checking in from X-Author Contracts as Final to be signed

    No status change

User Guide
CLM

June 3, 2025