Setting up Office 365 Review

This section tells you how to set up Office 365 review by configuring remote site settings, the Azure app, and Office 365 settings. 

Prerequisites

• Microsoft Office 365 E3 or E5 subscription.
• To share agreement documents with external stakeholders, configure a SharePoint site with external sharing settings enabled. For more information, see Microsoft Documentation.
• Azure Client ID, Client Secret, and Active Directory. Contact your IT administrator for these.

• Configure the Office 365 Setup – General Section in the CLM Setup page

  • Client Id and Secret: (Required) Copied from the Microsoft Azure app you created in Preparing for Office 356 Review.

  • Tenant: (Required) Your email domain in Office 365

  • Microsoft Graph URL and Login URL: (Optional)

  • X-Author URL: (Optional)

  • Site Name: (Strongly recommended, not required) Copied from Sharepoint

  • Root Review Folder: (Strongly recommended, not required) Copied from Sharepoint

Creating an App Registration for Conga Contracts for Salesforce

1. Log in to the Azure portal as an administrator.

2. Select Azure Active Directory.

3. Select App registrations.

4. Select New registration and enter Conga Contracts for Salesforce Application.

5. Click Register.

6. From the left navigation, select Overview.
7. Copy the Application (Client) ID.
8. From the left navigation, select Certificates & secrets.
9. Click New client secret. 
10. Add a description, select the validity duration, and select Add.
11. Copy the value.

Configuring permissions for Azure app

1. In the Authentication tab from the Azure app that you created in the previous step, add the URI with the instance URL of the org and the suffix as /apex/APXT_Redlining__O365Redirect
   • Sample value: https://test–tbox.my.salesforce.com/apex/APXT_Redlining__O365Redirect
2. In the Authentication tab, the Front-Channel logout URL must be configured as {instanceURL}/secur/logout.jsp.
   •  Sample value: https://test–tbox.my.salesforce.com/secur/logout.jsp
3. Select API permission under API Permission > Add permission > Microsoft Graph.
4. Provide the following permissions for Microsoft Graph APIs:
   • For Delegated Permissions
     • Sites.ReadWrite.All
     • Files.ReadWrite.All
     • User.ReadBasic.All
     • Offline_access
     • Team.Create
   • For Application Permissions
     • Files.ReadWrite.All
     • User.Read.All
     • Team.Create
5. On the API Permissions page, click Grant admin consent for the permissions where Admin consent required is marked as Yes.