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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

Configuring the CLM User Interface

Configuring Document Action Column in Classic

You need to configure the Document Action column to open the Online Contract Collaboration view in classic.

To configure the Document Action column

  1. Go to Setup > Build > Create > Objects > Document Version Detail.
  2. In the Document Version Detail, click the Edit Action in the Page Layout section.
    This displays the Document Version Detail Layout page.
  3. In the Related Lists section for Version Details, click the wrench icon ().This displays the Related List Properties - Version Details popup.
  4. In the Available Fields column, select and add the Document Action column.
  5. Click Ok and click Save.
The Document Action column is added in the Document Version Detail page.
Administrator Guide
CLM

January 2, 2025