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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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Contracts

Clause ID and Management

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Activating CIM (Identifying Document Types)

You need the List Admin permission to activate the Cause Identification and Management (CIM) module. To activate the module, you must select the individual document types whose clauses should be analyzed whenever these document types are uploaded to a Contract Profile. A secondary activation task involves identifying the user roles that can upload documents by document type.

  1. Click the Gear Icon in the toolbar, and click Lists.
  2. Display the Document Types list items.
  3. Select the Analyze Clauses check boxes for the document types whose clauses should be analyzed when a document of this type is uploaded to a Contract Profile.
  4. Click Save.
    Important:

    Your company’s standard contract terms should be stored in the Clause Library prior to using CIM since Conga Contracts pulls language from the Library in calculating the percentage match between the clauses in a document uploaded by a user and the current standard for each clause. Adding a clause to the library requires all Clause Types, Categories, and Security Levels to be added from the List Administration screen.

Administrator Guide
Contracts

January 2, 2025