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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

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CLM for Salesforce

Working with Agreements

Importing Supporting Documents

You can import supporting documents in a version-aware agreement. You can also select Document Type while importing the supporting document. The Import Supporting Document option is available irrespective of the agreement status and status category.
To import supporting documents
  1. In the Agreement Action Panel, click Import Supporting Document.
    This displays the Import Supporting Document page.
  2. You can either click Upload Files or drag and drop your files. This displays the Upload Files popup.
    Note: You can upload a maximum of 10 documents at once. Repeat the import process if you need to upload more documents.
  3. After the upload completes, click Done. A list of files uploaded is displayed. You can add comments for each uploaded file. You can also change the Document Type to Other or custom. The default Document Type is set to Supporting Document.
  4. Click Import.
  5. After the import completes, you are navigated to the Agreement Detail page.You will receive an email after the documents are imported. The imported documents are added as a major version with the name as Supporting Document in the Document Version related list.
User Guide
CLM

June 3, 2025