Conga Product Documentation

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Agreement Status Categories and Statuses

This section describes the purpose of status categories and associates Statuses.

Request

This Status Category indicates that the Contract is in the Request stage.

Stage

Description

Request

New request

Request Approval

Request being approved

Submitted Request

Request submitted

Approved Request

Request approved

Cancelled Request

Contract request cancelled

In Amendment

Contract being amended

In Authoring

This Status Category indicates that the contract is in the Authoring stage.

Stage

Description

Author Contract

Contract being authored

Language Approval

Language being approved

Language Approved

Language approved

Submitted Request

Request submitted

Approved Request

Request approved

Internal Review

Contract in an internal review

Other Party Review

Contract in an other party review

Signature Declined

Signature is declined

In Amendment

Contract being amended

In Clause Approval

Clauses are being approved

Note:

Clause approval is triggered from Online Contract Collaboration. For more information, see Working with Clause Approvals.

In Signatures

This Status Category indicates that the contract is in the Signatures stage.

Stage

Description

Internal Signatures

Contract sent for internal signatures

Other Party Signatures

Contract sent for other party signatures

In Reconciliation

Terms are being reconciled

Reconciled

Terms reconciliation completed

Signature Declined

Signature is declined

Ready for Signatures

Contract ready for internal or other party signatures

Fully Signed

Contract fully signed and ready for activation.

In Filing

This Status Category indicates that the contract is in the Filing stage.

Stage

Description

In Reconciliation

Terms are being reconciled

Reconciled

Terms reconciliation completed

In Effect

This Status Category indicates that the contract is in the Effect stage.

Stage

Description

Activated

Active Contract

Being Activated

Contract is in the activation process

Being Amended

Contract is in the amendment process

Being Renewed

Contract is in the renewal process

Superseded

Contract is superseded.

Being Terminated

Contract is in the termination process

Expired

This Status Category indicates that the contract is in the Expired stage.

Stage

Description

Expired

Contract expired

Terminated

This Status Category indicates that the contract is in the Terminated stage.

Stage

Description

Terminated

Contract terminated

Amended

This Status Category indicates that the contract is in the Amended stage.

Stage

Description

Superseded

Contract superseded

Cancelled

This Status Category indicates that the contract is in the Cancelled stage.

Stage

Description

Cancelled

Contract cancelled

Agreement Status Category Map

The Status Category and Status combination determines the actions available for a particular agreement. The Status category map provides an idea of various agreement status categories during the contract lifecycle. The following table describes the purpose of agreement status category maps:

Status Category

Request

In Authoring

Review

In Signatures

In Filing

In Effect

Expired

Terminated

Amended

Cancelled

Status

Request

Request Approval

Submitted Request

Approved Request

Cancelled Request

In Amendment

Author Contract

Language Approval

Language Approved

Import

Internal Review

Other Party Review

Internal Signatures

Other Party Signatures

Activated

Being Amended

Being Renewed

Superseded

Being Terminated

Terminated

Expired

In Reconciliation

Reconciled

Signature Declined

Ready for Signatures

Fully Signed