Steps: Set Up Contract Lifecycle Management Workflows for the Salesforce Connector
- Install theSalesforce Connector for CLMandCIpackage. See Set Up Salesforce Connector for Contract Lifecycle Management and Contract Intelligence.
- Set up a two-way connection between Salesforce and Contract Management and Document Intelligence. See Set Up Two-Way Connection Between Salesforce and Contract Management and Document Intelligence.
You can set up the Salesforce Connector to allow your users to seamlessly create and manage contracts without leaving the Salesforce user experience.
- Enable the enforcement of per-workflow user access permissions.SelectEnforce Content Permissionsfield in the Evisort Workspace Setting custom settings to enforce the permissions defined in the Evisort workflow. When this setting is disabled, all users with Evisort User permission set will be able to view workflows and their related documents.