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Contract Intelligence (Standalone)

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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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Contract Intelligence (Standalone)

Working with Folders

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Moving and Renaming Files and Folders

To move a file or folder

  1. Select a file or folder in the Documents view or the Documents Stage (click the checkbox next to its name).
    Note:

    You can access documents but not folders from the Documents Stage.

  2. Click the More (vertical ellipsis) button and select Move from the dropdown menu.
  3. Contract Intelligence warns about the consequences of moving a file or folder, and requests permission to continue.


  4. Choose or create the folder to which you will send the selected object.
  5. Click YES.

To rename a file or folder

  1. Select a file or folder in the Documents view or the Documents Stage (click the checkbox next to its name).
    Note:

    You can access documents but not folders from the Documents Stage.

  2. Click the More button and select Rename from the dropdown menu to raise the Rename Contract popup.
  3. Enter the new name.
  4. Click RENAME.
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Contract Intelligence (Standalone)

March 13, 2025