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. In the CLM ADMIN SETUP panel, 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 a 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 Text

Enter the watermark text that appears on the document generated, regenerated, or previewed.

The output displayed on performing "Preview" action contracts always shows "Draft" as the watermark text, irrespective of the text specified in the Watermark Text field.


Confidential
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

Restrict Editing after Activation

Toggle this button on to prevent users from modifying any contract records, including amended or renewed ones, once the contract is activated. By default, this setting is turned off, allowing users to edit contract records and their amendments or renewals.

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

Cycle Time Report

Toggle this button on to track the time a contract record takes to move from one stage to another on the Reports & Dashboards page. By default, this setting is turned off, which stops any cycle time data from being created and prevents cycles from being tracked and reported.

Cycle time reports only apply to contract records created after this setting is activated.