home

CLM for Salesforce

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
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

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

CLM for Salesforce

Configuring the CLM User Interface

download

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

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

Prerequisites

Refer Salesforce documentation to understand how to create 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 will not be able to 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 will be able to 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. Logout 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 will only see the Templates tab.
    • If you have only XA_Contract custom permission, you will only see the Contracts tab.
    • If you have both XA_Template and XA_Contract custom permission, you will see both Templates tab and Contracts tab.
    • If you do not have both XA_Template and XA_Contract custom permission, you will get a message and will be logged out.
Administrator Guide
CLM

January 2, 2025