Visibility of Action Buttons for Google Docs Agreements

Depending on the status category, the following action buttons are visible for Google Docs agreements.

Telemetry Logging

When a user logs in to Salesforce org. with minimum base package version Conga Base Library, v5.267, and creates or updates an agreement for the first time, a TelemetryLog_c object is created for that user. The user ID, package name, and version are inserted into the object.

Admin Entry for Sending to Google Docs Review

Administrators can configure the APTS_DefaultSendersforReview_SendToGoogleDocsReview admin entry to allow users to specify default reviewers for Google Docs review. For more information, see Admin Entries.

Feature Flag for Enabling Copilot

Administrators can configure the “Enable Copilot” comply user property, to grant users with access to Copilot. This setting can be applied to individual users or profiles at the organizational level. For more information, see Comply User Properties.

Generating an Agreement and Send for Google Docs Review

Users can generate agreement documents using predefined templates with GDOC as the output format and send them for review. For more information, see Sending an Agreement Document for Google Docs Review.

Email Notification for Google Docs Review

Administrators must configure the following classic email templates to notify reviewers. For more information, see Editing Classic Email Templates.

• Agreement GoogleDocs Review Notification
• Agreement GoogleDocs Review Completion Notification

Reviewers receive an email notification when the review process is started, ended, or canceled. For more information, see Sending an Agreement Document for Google Docs Review.

Editors and Commentors for Google Docs Review

Users added to the Editor or Commentor fields receive the document links through email for review, allowing them to edit or comment. For more information, see Sending an Agreement Document for Google Docs Review.

Summarizing an Agreement Document

Conga Copilot allows users to generate a summary of an agreement document. For more information, see Summarizing a Document.

Asking Chat-formatted Questions

Users can use Conga Copilot to ask chat-formatted questions and receive answers about an agreement document. For more information, see Ask Chat-formatted Questions.

XAJS End Point Comply System Property for Google Drive Integration

A new XAJS endpoint is introduced for organizations with Conga CLM and Google Drive integration enabled. For more information, see the description for XAJS End Point property in Comply System Properties.

Accessing Co-Pilot

To access Conga Copilot on the Conga Platform through your Salesforce org., administrators must onboard a Salesforce tenant onto the Conga Platform and then configure both Conga Platform and Salesforce Org. For more information, see Accessing Co-Pilot.

Users can then access Co-Pilot for agreements from the Agreement Documents section. For more information, see Working with Conga Co-Pilot.

CLM and Conga Sign 2.0 Integration

Administrators can now use Conga Sign 2.0 as the eSignature provider in CLM. They can enable Conga Sign 2.0 in Salesforce and register callback between Salesforce and Conga Sign 2.0. Through this integration, the users can initiate sending of agreements for Conga Sign 2.0 signature, select recipients, add email message, and insert signature fields for the signatories. They can also track the signature transaction status and edit it. For more information, see Managing Conga Sign 2.0 eSignature Setup and Sending Transactions with Conga CLM.

Adding Reviewers to a Review Cycle

During a review cycle, users can add reviewers to review an agreement document. For more information, see the “To add additional reviewers to the review cycle” section in Sending an Agreement Document for Google Docs Review.

Reviewing an Agreement Document

Users can open the document links received through email in Google Docs, allowing them to edit or comment on the document. For more information, see Sending an Agreement Document for Google Docs Review.

Review Cycle of an Agreement Document sent for Google Docs Review

A review cycle is created when you send an agreement document in GDOC format for Google Docs review. Users can view the document’s review progress, can add reviewers, and end or cancel a review cycle. For more information, see Sending an Agreement Document for Google Docs Review.

Ending or Cancelling the Review

Users can end or cancel the review for an individual reviewer or all reviewers in a review cycle. For more information, see Sending an Agreement Document for Google Docs Review.

Sending an Agreement for Google Docs Review

Users can generate an agreement document using the Google Docs-supported templates with GDOC as the output format and send it for Google Docs review. For more information, see Sending an Agreement Document for Google Docs Review.