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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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

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CLM for Salesforce

Routing Documents to Content Libraries

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Configuring Library Permissions

  1. Go to Setup > Customize > Salesforce Files > Content Permissions.
  2. Click the Edit action for the Author Library Permission Name. Ensure that the following permissions are selected:


  3. Click the Edit action for the Viewer Library Permission Name. Ensure that the following permissions are selected:


  4. Click the Edit action for the Library Administrator Library Permission Name. Ensure that the following permissions are selected:


  5. Go to the Libraries tab.
  6. From "My Libraries," click on the library name.
  7. Click Edit Members to choose which members have access to this library.


  8. Add a user and click Next to choose which permission profile to apply to the library members you added. Remember, members must at least have "Author" permissions to publish documents to the library.


  9. Click Save. Your content library is now ready to use! Repeat the process to create additional libraries. Route content to specific libraries using Agreement Rules to Route Content.
Administrator Guide
CLM

December 31, 2024