Conga Product Documentation

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Agreement Obligations

In an agreement, obligations refer to the specific actions, responsibilities, or duties that each party is legally required to perform or uphold. These obligations define what each party is expected to do (or refrain from doing) to fulfill the terms of the agreement.

Obligations are linked to clauses and the clauses are added to templates. When an agreement document is generated from a template, records for all obligations linked to the clauses in the template are created. You can view the obligations created for the agreement in the Agreement Obligations section in the agreement's Related tab. You can edit the obligation information or delete an obligation from the agreement. You can also add a new obligation to the agreement.

Viewing Agreement Obligations

The Agreement Obligations section provides a comprehensive view of all the obligations related to the agreement.
To view agreement obligations
  1. Navigate to the Agreement Detail page.
  2. Click the Related tab.
  3. Go to the Agreement Obligations section.
    A list of obligations created for the agreement is displayed.
  4. Click Obligation Namefor an obligation to view its details.
Details tab for the Agreement Obligation record being viewed is displayed. Obligation information are displayed as per the layout configured by the administrator.

Adding an Obligation to the Agreement

You can add an obligation at an agreement-level for several reasons, depending on the nature of the agreement. You can an obligation already existing in the Obligations menu or you can create a new obligation from the agreement.
To add an obligation to the agreement
  1. Go to the Agreement Obligations section in Related tab for the agreement.
    A list of obligations created for the agreement is displayed.
  2. Click New.
  3. Select the obligation record type and click Next.
  4. In the Obligation ID list, search and select the ID of the obligation to be added.To create a new obligation, click + New Obligation.
  5. Provide the obligation information.
  6. Click Save.
The obligation is added to the obligation list in Agreement Obligations section. If you created a new obligation, it gets added to the obligation list in the Obligations menu also.