Conga Product Documentation

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Actions

The type and the actions vary according to the agreement status. The following table describes the actions available at various stages of the agreement and their significance.

Preview

Action

Preview Agreement

Description

Generates a Draft version of an agreement document based on the template set up for the agreement type. The draft agreement is rendered in MS Word format. If more than one agreement template is set up, you are prompted to pick a specific template.

Availability

If Status Category = Request

Post Status

N/A

Comments

This action does not place the generated document in the Notes & Attachments related list.

Generate

Action

Generate Agreement

Description

Generates the first version of an agreement document and attaches a copy of the same to the agreement record.

When you initiate the Generate action, you are navigated to an intermediary screen to select additional information about the document to be generated. Select DOC for an MS Word document, RTF for Rich Text Format, or PDF for a PDF protected document. Additionally, if document protection has been enabled for you, you can generate a document with the appropriate protection options.

The first draft version of the agreement is generated, rendered on the screen in MS Word format and attached to the system in the Notes & Attachment or Document Versions (if the document is Version Aware) related list on the agreement details page.

You can:
  • Save it to the desktop, close the MS-Word application, and come back to the agreement record later.
  • Access the agreement document from the Notes & Attachments section (click on the View link corresponding to the document).

Availability

If Status Category = Request

Post Status

Sets the status for an agreement to Ready for Signatures.

Comments

Regenerate

Action

Regenerate Agreement

Description

Regenerates a new version of the agreement document from a selected template based on values from the agreement record. The regenerated agreement document is attached to the Notes & Attachments or Document Versions (if the document is Version Aware) related list. Because it is regenerated from template, any red lines made in previous version are not be carried into this version and must be manually applied.

Availability

If Status Category = In Authoring or In Signatures

Post Status

N/A

Comments

Generate Supporting Document

Action

Generate Supporting Document

Description

Generates a document from a template of type “Supporting Document” and attaches the same to the agreement record. It can be used for Agreement Summary, Renewal Letter, Termination Letter, etc.

Availability

N/A

Post Status

N/A

Comments

This can be used to generate an agreement summary.

Send for Review

Action

Send for Review

Description

Allows you to select one or more attachments from the Agreement record and from related parent/child agreements, select an email template, address the same, and send it out.

Availability

If Status Category = In Signatures or In Authoring

Post Status

Sets the status for an agreement to Other Party Review.

Comments

Send for Signatures

Action

Send for Signatures

Description

Allows user to select one or more attachments from the Agreement record and from related parent / child agreements, select an email template, address the same, and send it out as a final copy for Signatures.

Availability

If Status Category = In Signatures or In Authoring

Post Status

Sets the status for an agreement to Other Party Signatures.

Comments

Import Offline Document

Action

Import Offline Document

Description

  • Imports a third-party agreement document and attaches it to the agreement record.
  • Allows the user to use the attached document in the Author process.

Availability

If Status Category = Request or In Authoring or In Filing

Post Status

N/A

Comments

Activate

Action

Activate

Description

  • Marks the agreement as a finalized, executed agreement.
  • Prompts the user to select which attachment is the signed copy and records the same in activity history.

Availability

If Status Category = In Signatures

Post Status

Sets Status Category = In Effect, Status = Activated. If an Amendment or Renewal is being Activated, sets Status Category of Original Agreement to Amended or Renewed and Status to Superseded.

Comments

Amend

Action

Amend

Description

Creates a new dot version of the Agreement (nnnn.1, nnnn.2, and so on) after doing a deep copy of the agreement fields and related objects.

Availability

If Status Category = In Effect

Post Status

Sets Status of Original Agreement to Being Amended, and Status Category of New Agreement to Request and Status to In Amendment

Comments

Renew

Action

Renew

Description

Creates a new dot version of the Agreement (nnnn.1, nnnn.2, and so on) after doing a deep copy of the agreement fields and related objects.

Availability

If Status Category = In Effect

Post Status

Sets Status of Original Agreement to Being Renewed, and Status Category of New Agreement to Request and Status to In Renewal.

Comments

Agreement End Date must be in the past.

Expire

Action

Expire

Description

Sets the Agreement to an Expired or Lapsed Status.

Availability

If Status Category = In Effect

Post Status

Sets Status Category to Expired and Status to Expired.

Comments

Initiate Termination

Action

Initiate Termination

Description

Initiates the agreement termination process.

Availability

This is not a standard action. You must configure the Initiate Termination button in the Agreement Detail page layout and add the required customization.

Post Status

Sets Status Category to In Effect and Status to Being Terminated.

Comments

Terminate

Action

Terminate

Description

Sets the Agreement to a Terminated state.

Availability

If Status Category = In Effect

Post Status

Sets Status Category to Terminated and Status to Terminated.

Comments

Cancel Request

Action

Cancel Request

Description

Voids an Agreement Request.

Availability

If Status Category = Request or In Authoring or In Signatures and Status <> Cancelled Request

Post Status

  • Sets Status to Cancelled Request
  • If an Amendment is being Cancelled, sets Status Category of Original Agreement to In Effect and Status to Activated

Comments