You can configure settings that are prerequisites for managing a contract life cycle.
To access General Settings
Go to CLM ADMIN.
Under CLM ADMIN SETUP, clickGeneral Settings. You can update the following settings.
Setting
Description
Sample Value
Document Password
Enter a password to restrict the accessibility of a document.
By default, the password is masked. Click to view the password characters.
Conga#123
Document Naming Convention
Enter a value to apply a custom naming convention for all agreement documents at generation, check-in, and signature events.
%:Name%-%action%_%templatename%_%version%
Auto Insert Header Footer Data
Select the checkbox to automatically insert the Agreement Number Field For Imported Docs field value to the header and the latest time stamp to the footer of an agreement document. This field is available for the Create Contract Document, Import Document, and Offline Document actions.
N/A
Agreement Number Field For Imported Docs
Enter the API name of the field that you want to use in the Agreement Number field.
Conga__Contract_Number__c
Watermark Text
Enter the watermark text that appears on the created contract document.
Draft
Show Related Documents
Toggle 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
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.
