All documents associated with the contract are shown in the Documents tab. Here, you can view the latest version of a document and click the expand icon to view older versions, as well as delete documents to be excluded from the contract.
To view contract documents
Click Documents tab.
Conga CLM displays all documents generated for the contract versions, with the following information shown for each document:
Note
All versions of a Contract Document-type document are grouped. To view a document hierarchy, click the expand icon () next to the document name.
Column Name
Description
File Name
Name of the document. The name is automatically assigned to a document based on the Document Naming Convention parameter configuration. For more information, see General Settings.
Type
Whether the document is a contract document or a supporting document.
Version
The version number is automatically assigned to the document and is alsosuffixed to the document name.
The version assigned to the document when it is generated for the first time depends on the Initial Version parameter configuration in General Settings. This version number is incremented on generation of subsequent document versions.
Action
The action performed on the contract that caused this document's generation.
Last Updated
Date and time the document was last updated.
Status
Review status of the document.
An "In Progress" status indicates the document has been sent for review. Such documents cannot be selected for action.
A blank status indicates that the document can be selected for actions.
Document Actions
If Conga Contract Intelligence is installed in your environment, this column offers you documents imported to CLM using Intelligent Import.
Click the View Settings () icon to control the columns displayed in the grid. For more information, see Managing View Settings.
The NEXT STEPS panel on the right displays the actions you can perform on the contract. The buttons displayed in the panel depend on the contract lifecycle stage.
To delete a contract document
Click the More icon () next to the document name and click the delete icon (). Or, select the checkbox next to the document name and click the delete icon ().
To delete multiple contract documents
Select documents and click the delete icon ().
You can select only the latest version of the document.
