Access to Contract Documents

The Contract Document Access Control custom setting indicates a user’s access to contract sections and contract redlining (redlining is a feature that is supported only for internal use at your company). You can set the Contract Document Access Control custom setting at the org, profile, or user levels.

For more information, see Configure Access to Contract Documents for Profile and Configure Access to Contract Documents for Org.

To use Vlocity CLM, a user profile must have access to the following Apex classes, Visualforce pages, and custom objects:

• Apex classes

  • ContractDocumentCreationController

  • ContractDocumentDisplayController

  • ContractDocuSignResource

  • ContractServiceResource

  • CsvReader

  • ITrigger

  • VlocityOpenInterface

  • VlocityOpenInterface2

• Visualforce pages

  • ActionIcons

  • ActionImportExport

  • ContractActionBar

  • ContractDocuSignEnvelope

  • ContractDocumentCreation

  • ContractDocumentEditSectionInner

  • ContractDocumentEditSectionOuter

  • ContractDocumentEditSections

  • ContractDocumentEnvelopeReadOnlyList

  • ContractDocumentNewDisplay

  • ContractDocumentPdf

  • ContractDocumentVersionSections

  • ContractLineItemReadonlyList

  • ContractVersionDocumentHtml

  • ContractVersionDocumentPdf

  • ContractVersionReadonlyList

  • ContractVersionSectionsSuperUser

  • ContractVersionSectionsUser

  • DocTemplateList

  • DocuSignCredentialSetup

  • DocumentClause

  • DocumentGeneration

  • DocumentTemplate

  • EntityFilter

  • FrameContractPage

  • OpportunityDocuSignEnvelope

  • OpportunityDocumentPdf

  • OrderDocuSignEnvelope

  • OrderDocumentPdf

  • QuoteDocuSignEnvelope

  • QuoteDocumentPdf

  • StateModelImportExport

  • UploadAttachment

• Custom objects

  • ContractDocumentAccessControl__c, Document Access Control

  • ContractEnvelope__c, Contract Document Envelope

  • ContractLineItem__c , Contract Line Item

  • ContractRecipient__c, Contract Recipient

  • ContractSection__c, Contract Document Section

  • ContractVersion__c, Contract Document

  • DocumentClauseCondition__c, Document Clause Condition

  • DocumentClause__c, Document Clause

  • DocumentTemplateSectionCondition__c, Document Template Section Condition

  • DocumentTemplateSection__c, Document Template Section

  • DocumentTemplate__c, Document Template

  • DocumentToken__c, Document Token

  • InterfaceImplementationDetail__c, Interface Implementation Detail

  • InterfaceImplementation__c, Interface Implementation

  • VlocityAction__c, Vloicty Action

  • VlocityStateModelVersion__c, Vloicty State Version

  • VlocityStateModel__c, Vlocity State Model

  • VlocityStateTransition__c, Vlocity State Transition

  • VlocityState__c, Vloicty State