You can configure settings that are prerequisites for managing a contract life cycle.
To configure 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%
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.
