Download page CLM (Contracts for Salesforce) for Administrators.
CLM (Contracts for Salesforce) for Administrators
With the Conga CLM (Contracts for Salesforce) Guide you can setup your organization for contract lifecycle management.
|What's Covered||This guide covers functionality available to Administrators.|
Conga CLM (Contracts for Salesforce) Administrators
|IT Environment||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: