For agreement documents, Conga CLM follows the X.Y.Z pattern of document versioning where X denotes the major document version, Y denotes the minor document version and Z denotes the revision version. The Document Version Properties let you set the version increment factor and set the initial version number for your agreement documents.

Configuring document version properties

To use and configure Document Version Properties in your org:

  1. Navigate to Setup > Develop > Custom Settings.
  2. Click the Manage link next to Document Version Properties. Click Edit to edit Document Version Properties. The Document Version Properties form is displayed.

You can enter following property details in Document Version Properties:

Setting

Description

Initial Version

This property specifies the initial version number of a newly generated or uploaded document. If you want the document versioning to start from 0.0.0, specify 0 and if you want to start the document versioning to start from 1.0.0, specify 1. Default value of this field (if left blank) is 1.

Document Regenerate

This property specifies the document version increment factor when the document is regenerated with the same template as of the original agreement, from Contract Management. Specify Major if you want to increment the major version of the document and specify Minor if you want to increment the minor version of the document. Default value of this field (if left blank) is Major.

Note

Regenerating an agreement document with a different template than the one used for generating the original agreement, restarts the version numbering of the document.


Increment Checkin FinalThis property specifies the document version increment factor when the document is checked in as Final- to be signed from X-Author Contracts for Microsoft Word. Specify Major if you want to increment the major version number of the document and specify Minor if you want to increment the minor version number of the document. Default value of this field (if left blank) is Major.
Increment Checkin with RedlinesThis property specifies the document version increment factor when the document is checked in using the option With Redlines from X-Author Contracts for Microsoft Word. Specify Major if you want to increment the major version number of the document and specify Minor if you want to increment the minor version number of the document. Default value of this field (if left blank) is Minor.
Increment Checkin without RedlinesThis property specifies the document version increment factor when the document is checked in using the option Without Redlines from X-Author Contracts for Microsoft Word. Specify Major if you want to increment the major version number of the document and specify Minor if you want to increment the minor version number of the document. Default value of this field (if left blank) is Major.
Trim Document VersionThis property specifies whether the document version number in the Document Naming Convention would of 3 digits or 2 digits. Selecting this property, trims the last decimal and number from the document version number in the Document Naming Convention. For example, version 1.2.0 would become 1.2 in the name of the document. By default, this property is not selected.