Before you use the Conga CLM application to manage contracts, you must define the agreement record types. An agreement record type is a way of categorizing agreements and allows us to provide different page layouts to users based on their profile. The page layout provides a canvas for adding fields and related lists.
The following are some of the agreement record types:
- Non-Disclosure Agreement (NDA)
- Master Subscription Agreement (MSA)
- Software License Agreement (SLA)
- Statement of Work (SOW)
To enable a new agreement type,