Concept: The Evisort Admin App in Salesforce

The Evisort Admin app is a central hub for managing your

Evisort Contract Intelligence for Salesforce

integration. You can use the app to configure and control which documents and metadata are synced between the two platforms. The Evisort Admin app provides access to these functions:

Configure Sync Criteria
: Set rules to determine which files and metadata are synced between Salesforce and Contract Intelligence.
Manage Sync Fields
: Control which fields are synced from Contract Intelligence to Salesforce.
Set Up Sync Clauses
: Configure which contract clauses are extracted and synced from Contract Intelligence to Salesforce.
Other Options:
Access additional features and settings, such as user assignments, reports, and custom notifications.

You can access the Evisort Admin app from the App Launcher or the Setup menu. If you encounter access issues with the Evisort Admin app, verify that the 'Evisort Admin' permission set has been assigned to your user account.