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Conga Product Documentation

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CLM for Salesforce

Application Management Settings

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Generating Registration Setting

Smart search is part of the base package. Conga recommends that the Registration Setting must be available for only Admin users.

Registration setting is required to use the Smart Search feature. If you are a Conga licensed user, you can automatically Generate the registration setting by using an authentication code sent to your email address. If the domain of your email address matches with the domain of the contact email address maintained in Conga's LMA system, the Registration Setting is generated. If you are a licensed user and encounter any errors or do not receive an authentication code while generating registration setting automatically, within 72 hours you will receive an email with registration details from maxcustomersupport@conga.com and you can add registration details manually by using the Add Details button.

When you generate registration setting details automatically, the Registration URL is added by default. If you need to use any other URL, you need to configure CSP Trusted Site and Remote Site Setting for the URL.

Contact the Conga Support team if you:

  • You need assistance in generating registration setting.
  • You need to change any registration setting details (Registration URL, API Token, or Tenant).
  • You are not a licensed user and want to use the Smart Search feature.

Prerequisite

  • You must have an enterprise license for any of the Conga products.
  • You have activated remote site settings (IntegrationSettingProd and IntegrationSettingSandbox), and CSP trusted sites (IntegrationSettingsProdURL and IntegrationSettingsSandboxURL). For more information, see Connecting to External APIs.

Restriction

You can configure only one registration setting per org.

To generate registration setting details automatically

  1. Go to the Registration Setting tab.
  2. Click Generate.The Generate Registration Setting popup is displayed.
  3. In the Customer Name field, enter your organization name.
    Tip: In the Customer Name field, you can only add alphanumeric characters without any space.
  4. (Optional) Enter a new registration URL. The Registration URL is automatically added based on the org (production or sandbox) you are using. You can update it according to your requirement.
  5. Select Search Content in Large File checkbox to allow users to searching content in large files.
    Tip: Ensure that you select the checkbox only if you need to search content in large files (file size greater than 10 MB). Users might observe an increase in page loading time after selecting the checkbox.
  6. Click Generate.
    An email with Tenant, SmartSearch Endpoint URL, and One-time key is sent to your email address if you are a licensed user. The validity of the authentication code is 10 minutes.
  7. (Optional) If you do not receive the authentication code in 15 seconds, the Send Authentication Code again hyperlink is enabled and you can click the hyperlink to generate a new authentication code. If you still do not receive the authentication code or encounter any errors, you can revisit the Registration Setting page after 72 hours and add the registration setting details manually or contact the Conga Support team.
    Tip: If you click the Send Authentication Code again hyperlink, the previously generated one-time key will not be valid.
  8. Enter the One-time key from the email in the Authentication Code field and click Verify.The Registration Setting is generated.
    Tip: If you cancel the generation process and restart the generation process, you cannot enter the same customer name that you used the first time as the name is locked for 15 minutes. To use the same name, you can retry with the same name after 15 minutes.

To add registration setting details manually

Prerequisite: Ensure that you have received an email with registration setting details from the Conga Support team.

  1. Go to the Registration Setting tab.
  2. Click Add Details.
  3. Enter Tenant, Registration URL, API Token from the email.
  4. Select Search Content in Large File checkbox to allow users to searching content in large files.
    Tip: Ensure that you select the checkbox only if you need to search content in large files (file size greater than 10 MB). Users might observe an increase in page loading time after selecting the checkbox.
  5. Click Save.

To edit registration setting details

Prerequisite: You have requested and received a new API token and registration details from the Conga Support team. The Conga Support team will share the new registration details via email.

  1. Go to the Registration Setting tab.
  2. Click Edit.
  3. Update the required details.
  4. Click Save.
Administrator Guide
CLM

January 2, 2025