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Download page Contract Fields.
Contract Fields
These fields are available on the Contract Details page,
Field Label | Description |
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Basic Information | |
Contract Name | Name of the contract provided by the user while creating a contract; can contain up to 255 characters. |
Contract Number | A unique number assigned to the contract by the system. |
Account | Link to the account record to identify the external party to this contract. |
Contract Type | Contract type for this record |
Contract Category | Used to categorize contract types. This can be contract type-specific (add appropriate values for each contract type) and can also be used for template filtering. |
Status Category | Higher-level state of the contract: In Authoring, In Effect, Expired, etc. These are Conga CLM reserved values |
Status | Status of a contract. These are modifiable by the customer except for these values, Request, Submitted Request, Cancelled Request, In Amendment, Being Amended, etc. These are Conga CLM reserved values to manage contract life cycles. |
Total Contract Value | Total value of the contract |
Parent Contract | Contract name of the parent contract if you create the current contract as a child or linked as a child. |
Executed Date | Is auto-populated when a document is eSigned (Adobe Sign or DocuSign) by all recipients. A user can manually enter the date when the document has wet signatures and when the signed document is uploaded manually. |
Primary Contact | Primary contact for the contract |
Approval Status | Approval status is updated depending on the approval request. The available statuses are:
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Owner | Assigned owner of the contract record |
Owner Type | Owner type of the contract record |
Terms & Renewals | |
Contract Start Date | Effective date of a contract. A required field for activation of fixed-term contracts. Note Specifying the contract end date is mandatory for creating a fixed-term contract. For contracts of other term types, this depends on the page layout the administrator configures. |
Contract End Date | End date for a contract. A required field for contract activation of fixed-term contracts. Note Specifying the contract end date is mandatory for creating a fixed-term contract. For contracts of other term types, this depends on the page layout the administrator configures. |
Term Months | Duration of the contract |
Contract Term Type | A contract term type is a categorization of specific contract conditions by nature and duration. The following contract term types are available on the Contract Details page and each contract term type has a different logic associated with it.
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Key Dates | |
Retention Date | Date on which the contract is purged |
Activated Date | Auto-populated with the date on which the contract is activated |
Miscellaneous | |
Termination Date | Date on which the contract shall be terminated |
Termination Notice Days | Number of days before the contract owner is notified regarding the upcoming termination of the contract. An email notification is sent to the primary contact and the logged-in user. For example, if the contract end date is 05/31/2024 and the termination notice day is 14, an email notification is triggered on 05/17/2024. |
Expiration Notice Days | Number of days before the contract owner is notified regarding the upcoming expiration of the contract. An email notification is sent to the primary contact and the logged-in user. For example, if the contract end date is 05/31/2024 and the expiration notice day is 14, an email notification is triggered on 05/17/2024. |
Non Standard Legal Language | Select the checkbox to indicate whether this contract contains non-standard language |