You can configure settings that are required to manage a contract life cycle.

To configure general settings

  1. Click the App Launcher icon () and select Contract Apps.
  2. Click the CLM Admin  () icon from the left pane.
  3. Under CLM ADMIN SETUP, select General Settings.
  4. Update the following settings as required and click Save.
SettingDescriptionSample Value
Document Password

Enter a password to restrict document access..

By default, the password is masked. Click the eye icon  () to view the password characters.

Conga#123
Document Naming Convention

Enter a value to apply a custom naming convention for documents generated as a result of the following actions.

  • Generate Document
  • Re-generate Document
  • Check-in (from X-Author for Contracts)
  • Finish O365 Review
  • Upload Signed Documents after wet signature
  • Intelligent Document Import
  • Generate Supporting Document

You can specify the Contract object field names in the sequence to be included in the document name.

You must preface all field names, except the following, with a colon:

You must preface lookup-field names with a colon and also suffix .Name to it. For example: %:ParentAgreement .Name%

The following field names must be specified without a colon prefix.

  • contractname
  • action
  • templatename
  • date
  • checkintype
  • version

%:Name%_%:RecordType%_%:ExecutedDate%_%action%_%timestamp%_%version%_%:ParentAgreement.Name%_%:PrimaryContact.Name%

Watermark TextEnter the watermark text that appears on the created contract document.Draft
Show Related DocumentsToggle this button on to show a list of parent, child, or sibling documents in the Related Documents tab when users send agreements for simple review, Microsoft 365 review, or for signatures.NA

Editable Contract Number for Contract Request Form

Toggle this button on to edit the contract number when creating a contract request. By default, this setting is turned off, preventing edits to the contract number.

NA

Contract Number

Prefix: Enter a unique identifier for categorization and easy reference to essential contract details.

Sequence Padding: Add leading zeros to contract numbers for consistent formatting and easy sorting.

You can add up to 20 zeros in the Sequence Padding field.

Prefix: CONGA2023

Sequence Padding: 000000