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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 NotesGeneralDocs by Release

Conga Product Documentation

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CLM for Salesforce

Route Documents to Content Libraries

Configuring the Libraries Tab

You must be logged in to your Salesforce org using Salesforce Classic.
You now must create the content libraries that holds your documents. You can create many content libraries. Your initial content library is the default library for stored agreements when no agreement rules are applied. You can create additional libraries for content routed using agreement rules.
Note: The Libraries tab is supported only in Salesforce Classic and is not accessible in Lightning Experience. This is a known limitation.
  1. Go to the Libraries tab (click + and click Libraries).
  2. From My Libraries, click New to launch the New Library Wizard.


  3. Enter the name for your library (for example, "Agreements") and a description (for example, Repository for activated agreement documents) and click Save and Close.
  4. From My Libraries, click the library name.
  5. Click Tagging Rules to edit tagging rules for your library. Click Save to save any changes.


  6. Click Record Types to assign content version record type restrictions to your library.


  7. Choose which record types to restrict to your library. Be sure to add the Record Type you defined in the previous section.
  8. Click Save.
Administrator Guide
CLM

February 4, 2026