Conga Drive stores your contract documents as templates for use with CLM application. You can create your contract templates in the Conga Drive system and upload the templates.

Prerequisite: Access to CLM application 

To use Conga Drive

  1. Click the App Launcher icon ().
  2. Select Conga Drive from Shared Apps.
  3. You will see the following sections.
    • My Files: You can view the list of stored documents. Each document displays the name, type, size, created date and sharing status.
    • Conga Templates: You can see the list of stored contract templates. Each template record displays the template type, file type, status, sharing rules and the last updated date.

For more information on creating contract templates using Conga Drive, see Working with Conga Drive.