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CLM for Advantage Platform

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Conga Product Documentation

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CLM for Advantage Platform

Conversations

Creating a Post

  • The administrator has granted permission to view Conversations.
  • The administrator has granted you the required Conversations permissions to read and create posts.
  • You have access to contract records.
  • At least one valid participant exists.

A Post is the starting point of a conversation and represents the first message in a unique conversation. Posts can be initiated at any stage and status of the contract lifecycle.

Each post:

  • is linked to the contract it was created from and is accessible only within that contract's Conversations page.
  • Creates a dedicated conversation to track all related messages and attachments.
  • Is visible and accessible from the Conversations page of the contract.

Participants may include internal users, user groups, contacts, supplier contacts, and external users such as administrator contacts.

(Optional) You can upload maximum 10 documents upto 21MB in total along with the post. The supported formats are .pdf, doc, docx, .rtf, txt, xls, .xlsx, .png, .jpg.

  1. Open a contract record from My Contracts, All Contracts, or Recently Viewed from the left panel.
  2. Click Manage Conversations to open the Conversations page for the selected contract.
  3. Click Create Post.
  4. In the Create Post dialog, fill in the required fields.
    1. (Required) Subject: Enter a subject for the post.
    2. (Required) Participants: Search and select participants, by first name or email (results appear after entering at least two characters.)
      Note: You can add up to 50 participants.
    3. (Required) Message Content: Enter the message using the rich text editor, which provides formatting options like text styling (bold, italics, underline), lists, links, and alignment to help format your reply.

      Typing @ in the post message content editor opens a mention dropdown. Search requires a minimum of 2 characters after @. You can @mention internal users, user groups, contacts, and supplier contacts. If a user group is mentioned, it is expanded into individual users after the post is created. The group itself is not shown as a tagged group in the details view (it appears as individual users). When you @mention someone in the post, they are automatically added as a participant for the conversation.

    4. (Optional) Add Attachment (s): Attach documents if required and review or remove them before posting.
  5. Click Post to send the message.

Upon successful posting, a unique conversation is created and linked to the contract. The post message and attachments are saved and tracked within the conversation and displayed in the contract's Conversations page (list view).

All participants receive a single email notification containing the post content and attachments. They can view and download attachments. All participants receive a direct link to the contract and a direct link to the conversation in the email. These links are accessible only to users who have access to the application and the associated object or record; users without the required access will not be able to open the links. Participants can respond either by replying to the email (all participants) or by replying within the application (internal participants only).

User Guide
Conga
CLM

April 20, 2026