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Adobe Sign ServicesAdvantage Platform AdministrationAgreementsAiMeApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Contribution Management SystemCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for Excel for Advantage PlatformX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerConga Tech Pubs PlaygroundRelease NotesGeneralDocs by Release

Conga Product Documentation

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AiMe

Rules Library

Creating a Document-Level Rule

The CongaAIPLATAdminPermission permission group has been added to your user profile. For more information, see User Management. Ensure that the following object permissions are included in the permission group:

  • RedlineDocumentMap

  • RedlineDocumentMapping

  • RedlinePlaybook

  • RedlinePlaybookDocumentMap

  • RedlinePlaybookRuleMap

  • RedlineRule

A document-level rule applies validation across the entire contract document where information may be spread across multiple clauses.
  1. In Conga Advantage Platform, go to Aime Settings > Solution Setup.
  2. Click View Settings in the Redline tab.
  3. Click the Rules Library tab.
    A list of existing rules is displayed.
  4. Click + Create Rule.
  5. Click the Document-Level tab.
  6. Specify the Rule Name.
  7. In Favorable Position, define the language or terms that are acceptable per your organization's standards.
  8. In Risk Conditions, enter unfavorable conditions in the appropriate risk tier: Note: You must specify at least one condition — Favorable, High Risk, Medium Risk, or Low Risk — to save the rule.
    OptionDescription
    High RiskEnter conditions that are deal-breakers or require immediate escalation.
    Medium RiskEnter conditions that are negotiation points needing attention.
    Low Risk Enter conditions that represent minor concerns or preferences.
    Note: You must specify at least one condition type, Favorable Position or Risk Conditions when configuring a rule.
  9. Click Create.
The rule is added to the Rule Library.
You can add the rule to a playbook.

October 10, 2026