Conga Product Documentation

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Contract Team Management

Administrators can define and manage contract team roles in the system, such as reviewer or signer. You, as a contract manager, can use these predefined roles while creating a contract team.

When you send a contract for review or signature, the To addresses are automatically populated with email addresses of the contract team members.

Creating a Contract Team

  • The administrator has assigned Create permission on the ContractTeamMembers object.

  • The administrator has created team roles in the CLM Admin Setup.

  1. On the Contract Details page, click Team.
  2. Click Add New Team Member(s).
  3. Select the team memberType to add to the contract team.
    TypeDescription
    UserInternal users existing in CLM application
    User GroupInternal user groups existing in CLM application
    ContactContacts of the other party existing in CLM application
    External MemberEmail address of an external person who is not registered in CLM application
  4. Search for member to be added to the team. Once you start entering, the first name, last name, or email address. Autocomplete suggestions appear below the search box if the user or contact exists in CLM. The user's role is displayed under each user's name in the list.
  5. Select Team Role.
  6. Click Add.
    Note: Team roles defined for actions with the same record type as the contract are displayed.
  7. Click Done after you have added all the team members.
The members are added to the contract team. When you send a contract for review (simple review or Microsoft 365 review) or signature, the system automatically populates the To field with team members assigned to the selected roles in the contract team.