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          Configure Private Online External Review

          Configure Private Online External Review

          CLM admin must complete a few configurations so that contract authors can initiate private online external reviews. It includes creating a Digital Experience site, setting up a contract-type config setting for external review, and enabling the external review feature from the Microsoft 365 and Azure Integration guided setup.

          Required Editions

          Available in: Lightning Experience
          Available in: Professional, Enterprise, Unlimited, and Developer editions.
           
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          Salesforce Help | Article