Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Accessing Redline from CLM for Salesforce

  • Conga CLM version number 16.783 is installed.
  • Tenant is onboarded.
  • If Q&A Agent is already enabled in your current Salesforce org, the administrator can enable the Enable Redline AI comply user property.
  • The administrator has launched the AI Configurator and all the configurations in Salesforce and Conga Platform are set up.
  • An agreement with clauses is generated. For more information, see Agreement Document Generation.
  1. Select the generated agreement and click the Documents tab.
    The Agreement Documents section displays a list of documents.
  2. Select a document in either DOCX or PDF format.
    Note: You can only select one document at a time for analysis.
  3. Click the Redline AI link for each document.
Review and revise your contract as described in Redline AI.