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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

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CLM for Salesforce

Running Agreement Explorer Reports

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Running Agreement Search Reports

This feature lets you run the default agreement search report.

To run the default agreement search report

  1. Navigate to the Agreement Explorer tab.
  2. Click the Search Agreements button or the Title link in the Saved Reports table marked as Default. The report listing all Agreements records that match the default Agreement Search report settings (filters and fieldsets) is displayed.


  3. You can take several actions from the resulting report list. See Using Agreement Search Reports for a description of these actions.

To Run a Custom Saved Agreement Search Report

From the Agreement Explorer tab, you can run Agreement Search reports that you own (private) or that have been saved as Public (by you or others).

To run a Custom Saved Agreement Search Report
  1. Navigate to the Agreement Explorer tab.
  2. Click on a link in the Saved Reports table with the Agreement Search as context.
    The report listing all Agreement records that match the settings for that specific report is displayed.
  3. You can take several actions from the resulting report list. See Using Agreement Search Reports for a description of these actions.
User Guide
CLM

December 31, 2024