You can assign a contract to a user or a user group for them to work on it. You can also assign a contract to yourself if it is already assigned to another user or a user group.

To assign a contract to a user or user group

  1. Go to the Contract Details page.
  2. Click the edit icon ().
  3. To assign the contract to another user, select User as the Owner Type and specify the user Name in Owner. To assign it to a user group, select User Group as the Owner Type and specify the User Group Name in Owner.
  4. Select Send email notification for owner change button to notify the new owner about transfer of contract ownership.
  5. Click Save.

The new contract owners will receive an email notification along with the contract URL to view the contract record in Conga CLM.

To assign a contract to yourself

  1. Go to the Contract Details page.
  2. Click the edit icon ().
  3. Click Assign to Me. Your user Name is displayed in the Owner field. 
  4. Select Send email notification for owner change button to receive a notification transfer of contract ownership.
  5. Click Save.

You will receive an email notification along with the contract URL to view the contract record in Conga CLM.