Conversations
Conversations allow you to communicate directly within supported records, keeping all discussions, decisions, and supporting documents in one central location. Instead of relying on scattered emails, calls, or separate tools, conversations provide a structured space for real-time, contextual communication between internal teams, such as Contract Managers, Legal, Compliance, and external participants like auditors or partners.
Supported objects include:
- Agreement
- ContractRequest
- SupplierRequest
- Account
- Supplier
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Thread list (left panel) - An @ badge appears on the thread row when you are mentioned anywhere in that thread.
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Thread view (message details): An @ badge appears on a post or reply header when you are mentioned in that specific post or reply.
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Message content: Your @mention text is highlighted with a distinct background styling in the message content for you.
A conversation groups all messages related to a single post on a record. Each conversation contains:
- The original post
- All replies to that post (from the application or email)
- All attachments shared in the post and replies
Conversations are:
- Linked to a single object record, such as a contract
- Accessible from the record's Conversation page
- Used to track communication history in one place
The response count on the left panel reflects only replies, not the original post.
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Conversations: Start a conversation on any record (for example, contract, contract request, supplier, supplier request, account), post messages, and reply to comments.
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Mention indicators: When someone @mentions you, a @ badge appears on the thread in the left panel and on the specific post/reply header, and your @mention text is highlighted for you. Only internal users can be @mentioned. Type
@in the rich text editor to tag. -
Attachments and Formatting: Include files and use rich text formatting to provide clarity.
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Participant Management: Add internal users, user groups, contacts, supplier contacts, and external users, and receive notifications when participants are added or removed. The notification email sent to a newly added participant or Conversation owner includes the full conversation history, enabling them to review prior discussions directly from the email.
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Audit Trail: All messages, decisions, and attachments remain linked to the conversation throughout its lifecycle, providing transparency and compliance support.
Benefits
- Keeps all record-related communication organized and accessible.
- Reduces delays caused by fragmented communication across multiple channels.
- Improves accountability and visibility across all stakeholders.
- Provides a complete history for compliance, reporting, and audit purposes.
- Helps you quickly identify posts and replies where you're @mentioned.
Prerequisite
To access Conversations, the administrator has:
- Enabled the modern UI feature flag.
- Turned on the Conversation toggle in CLM Feature Management admin setting.
My Conversations
The My Conversations view provides a centralized page where you can access and manage all conversations you have initiated, participated in, or been mentioned in, regardless of the originating record. Instead of navigating to individual records (Agreements, Contract Requests, Supplier Requests, Accounts, or Suppliers), this view brings all your relevant conversations together in one place.
Navigate to . to view a list of conversations with the following columns.
| Field Name | Description |
|---|---|
| Subject | Conversation title. Clicking a Subject link opens the conversation in-context within its parent object record, directly opening the Conversations panel. |
| My Role | Displays owner if you initiated the conversation; otherwise displays participant. |
| Post Message | Shortened content of the original post message (hover to view full message). |
| Latest Response | Shortened content of the most recent reply (hover to view full message). |
| Last Updated By | User who last updated the conversation. |
| Last Updated On | Date and time of the last update. |
| Entity Type | The type of record the conversation is linked to (Contract, Supplier, Contract Request, Supplier Request, Account). |
| Entity ID |
Functional ID of the linked record. The value shown depends on the Entity Type field.
Clicking the Entity ID link navigates to the associated object record (for example, the contract record). |
| Participants | List of participants in the conversation. |
| Attachments | Files attached to the conversation. |
- Unread: Enabled by default. Displays only conversations with unread messages.
- All: Displays all conversations regardless of read status.
- The Conversations list page (My Conversations)
- The record's Manage Conversations button.
- A conversation link in an email notification.
Search: Use the search bar to find conversations by:
- Entity Type (Contract, Supplier, Contract Request, Supplier Request, Account)
- Entity ID (functional ID such as Contract Number, Account Number, Supplier Code, and so on)
- Role (Owner or Participant)
- Subject (full and partial match)Note: Currently, search is not supported for the Post Message and Latest Response fields.
Sorting: Sort conversations by Newest or Oldest. Sorting is supported on Conversation Thread object fields such as Subject, Last Updated On, Last Updated By, Created On, Created By, Entity ID, and Entity Type.
Pagination: Default page size is 25 records per page. Horizontal and vertical scrolling is supported, including when additional columns are added.