Prerequisites for Parallel Review
The following table lists the configurations that you must perform to allow users to use parallel review. For more information on the parallel review, see Sending an Agreement Document for Parallel Review.
Configuration | Description |
|---|---|
Comply system properties | |
Parallel Review | Required to send documents for parallel review. |
Enable Document Versioning | Required to send documents for parallel review. |
Parallel Review for related agreements | Required to send related agreements for parallel review. |
Filter By The Primary Agreement Status | Required to filter Related, Sibling, Parent, or Child agreement documents based on the primary agreement status. |
Enable document permissions for review | Required to view the Set field and clause permission toggle in the second step. |
Comply user properties | |
Show Add More Button During Review | Required to customize the visibility of Add more button for specific profiles or users. |
Admin entries | See Admin Entries. |
APTS_RetainFileNameForParallelReviewMergedDocument | Required to retain the name of the imported document in the merged document. When a parallel review ends for an imported document, the reviewed document is merged with the latest reviewed document. |
APTS_EmailTemplateForReviewSignatures or APTS_EmailTemplateForReview | Required to configure default email template to send documents for review. If the admin entries (APTS_EmailTemplateForReviewSignatures or APTS_EmailTemplateForReview) are not configured, the default email template is set to the template provided by Conga. If no Email Template is selected and no default email template has been configured (using APTS_EmailTemplateForReview), the Email Template "Email Template For Review Signature" is used. In most cases, this template is not configured as "Available for Use" and must be manually set to true or an error will occur. In the case of a new installation of the package (non-upgrade), this Email Template is automatically configured as "Available for Use." |
APTS_DefaultEmailTemplateFolder | Not applicable for send for review flow from the Dec '21 release. |
APTS_SkipEmailTemplateSelection | Required if you need to disable the selection of email templates. |
APTS_EnableValidationForEmailWithoutUserContact | Required if you need users to enter valid email IDs or contacts in the To or Additional To fields. Applicable in Salesforce Classic mode. |
APTS_DefaultEmailContactName | Required to update activity history. Applicable in Salesforce Classic mode. |
APTS_EnableCustomEmailAddressLookup | Required to view the custom pop-up page; otherwise, the standard Salesforce pop-up page is displayed. |
APTS_SuppressAutoReviewEmails | Required to unsubscribe review emails (review completion, review error, and review cycle completion). |
Email templates | |
The following email templates can be customized for the review cycle notifications.
| If you delete an email template from CLM, the document reviewers do not receive the email notification related to the deleted email template. |
ParallelReviewCycleCancelNotification | Required to notify reviewers when a review cycle is canceled. For more information, see Configuring Notification Email for Review Cycle Cancellation. |
Email Service for Ending Review by Email | See Configuring Email Service for Ending Parallel Review by Email. |
Agreement protection | Required to apply protection to the documents being sent for review. When you select any of the document protection options except Ignore, the document protection selected while sending for review is given priority irrespective of the document protection applied while generating the document. For configuring document protection, see Configuring Agreement Document Protection. You can see the Set Document Permissions page if Agreement Document Protection rules for "Send to Other Party for Review" are specified and properties for document protection are enabled. For more information, see Configuring Agreement Document Protection. |
Custom button - Send For Review Custom | Required to use the old Send for Review UI. For more information, see Configuring Send for Review Custom Button. |
Review Status Panel | Required to view the review status panel on the agreement detail page. For more information, see Adding Review Status Panel on the Agreement Detail Page |
Configure Agreement Documents and Related Documents columns | You must configure registration settings to allow users to configure Agreement Documents and Related Documents columns on the first step of review. For more information, see Generating Registration Setting. |
