With the Conga CLM (Contracts for Salesforce) Guide you can setup your organization for contract lifecycle management.
|This guide covers functionality available to Administrators.
Conga CLM (Contracts for Salesforce) Administrators
|Refer to the latest Release Notes for information on System Requirements and Supported Platforms.
X-Author for Contracts for Users: Refer to this guide for user setup of documentation generation using MergeService and X-Author for Contracts.
This guide describes the following tasks:
- Installing and Configuring Conga CLM (Contracts for Salesforce)
- Setting up Permissions and Licenses
- Setting up the Clause Library
- Migrating from a Sandbox to Production
Select one of the following topics for more information: