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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery Agent for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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CLM for Advantage Platform

Contract Details and Actions

Editing the Document Group of a Contract Document

Change the document group assigned to a contract document directly from the Documents list.

  • A contract record exists.
  • At least one document exists on the contract.
  • The administrator has:
    • Configured the the Document Group attributes in Common Attributes.
    • Granted you Update permission on the Document Group attributes.
    • Enabled the feature flags for Permission-Based Access Control (PBAC) for document group restrictions to be enforced.
Contract documents may need their document group updated after upload if the access requirements for a document change. You can update the document group directly from the Documents list without opening the document.
  1. On the Contract Details page, click the Documents tab.
  2. Click the More icon () for a document.
  3. Select Edit Document Group.
    This opens the Edit Document Group window.
  4. From the Document Group drop-down, select the new document group.
  5. Click Save.
The document group is updated and the new value is reflected immediately in the Document Group column on the Documents list.

September 8, 2026