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

To configure general settings

  1. Go to CLM ADMIN.
  2. Under CLM ADMIN SETUP, click General Settings.
    You can update the following settings.
SettingDescriptionSample 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 documents generated as a result of the following activities:

  • 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 prefix all fields names, except the following, with a colon symbol ( : ) :

You must prefix the lookup field names with a colon symbol and also suffix .Name to it. For example: %:ParentAgreement.Name%

The following fields names must be specified without the colon symbol prefix: 

  • contractname
  • action
  • templatename
  • date
  • checkintype
  • version

%:Name%_%:RecordType%_%:ExecutedDate%_%action%_%timestamp%_%version%_%:ParentAgreement.Name%_%:PrimaryContact.Name%

Watermark TextEnter the watermark text that appears on the created contract document.Draft
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
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 Sequence Padding.

Prefix: CONGA2023

Sequence Padding: 000000