Prerequisites for Parallel Review

The following table lists the configurations that you must perform to allow users to use parallel review. For more information on the parallel review, see Sending an Agreement Document for Parallel Review.

Configuration	Description
Comply system properties	See Comply System Properties.
Parallel Review	Required to send documents for parallel review.
Enable Document Versioning	Required to send documents for parallel review.
Parallel Review for related agreements	Required to send related agreements for parallel review.
Filter By The Primary Agreement Status	Required to filter Related, Sibling, Parent, or Child agreement documents based on the primary agreement status.
Enable document permissions for review	Required to view the Set field and clause permission toggle in the second step.
Comply user properties	See Comply User Properties.
Show Add More Button During Review	Required to customize the visibility of Add more button for specific profiles or users.
Admin entries	See Admin Entries.
APTS_RetainFileNameForParallelReviewMergedDocument	Required to retain the name of the imported document in the merged document. When a parallel review ends for an imported document, the reviewed document is merged with the latest reviewed document.
APTS_EmailTemplateForReviewSignatures or APTS_EmailTemplateForReview	Required to configure default email template to send documents for review. If the admin entries (APTS_EmailTemplateForReviewSignatures or APTS_EmailTemplateForReview) are not configured, the default email template is set to the template provided by Conga. If no Email Template is selected and no default email template has been configured (using APTS_EmailTemplateForReview), the Email Template "Email Template For Review Signature" is used. In most cases, this template is not configured as "Available for Use" and must be manually set to true or an error will occur. In the case of a new installation of the package (non-upgrade), this Email Template is automatically configured as "Available for Use."
APTS_DefaultEmailTemplateFolder	Not applicable for send for review flow from the Dec '21 release.
APTS_SkipEmailTemplateSelection	Required if you need to disable the selection of email templates.
APTS_EnableValidationForEmailWithoutUserContact	Required if you need users to enter valid email IDs or contacts in the To or Additional To fields. Applicable in Salesforce Classic mode.
APTS_DefaultEmailContactName	Required to update activity history. Applicable in Salesforce Classic mode.
APTS_EnableCustomEmailAddressLookup	Required to view the custom pop-up page; otherwise, the standard Salesforce pop-up page is displayed.
APTS_SuppressAutoReviewEmails	Required to unsubscribe review emails (review completion, review error, and review cycle completion).
Email templates	See Editing Classic Email Templates.
The following email templates can be customized for the review cycle notifications. Parallel Review Cycle Complete Notification Parallel Review Cycle Complete Without Document Notification Parallel Review Incorrect File Upload Notification Parallel Review Submission Failure Notification	If you delete an email template from CLM, the document reviewers do not receive the email notification related to the deleted email template.
ParallelReviewCycleCancelNotification	Required to notify reviewers when a review cycle is canceled. For more information, see .Prerequisites for Parallel Review vDecember-21.
Email Service for Ending Review by Email	See Configuring Email Service for Ending Parallel Review by Email.
Agreement protection	Required to apply protection to the documents being sent for review. When you select any of the document protection options except Ignore, the document protection selected while sending for review is given priority irrespective of the document protection applied while generating the document. For configuring document protection, see Configuring Agreement Document Protection. You can see the Set Document Permissions page if Agreement Document Protection rules for "Send to Other Party for Review" are specified and properties for document protection are enabled. For more information, see Configuring Agreement Document Protection.
Custom button - Send For Review Custom	Required to use the old Send for Review UI. For more information, see Configuring Send for Review Custom Button.
Review Status Panel	Required to view the review status panel on the agreement detail page. For more information, see Adding Review Status Panel on the Agreement Detail Page
Configure Agreement Documents and Related Documents columns	You must configure registration settings to allow users to configure Agreement Documents and Related Documents columns on the first step of review. For more information, see Generating Registration Setting.