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CLM for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals 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)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI 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 SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest 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 ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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CLM for Advantage Platform

Working with Contracts

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Changing a Contract's Ownership

You can assign a contract to a user or a user group for them to work on it. You can also assign a contract to yourself if it is already assigned to another user or a user group.

Assigning a Contract to a User or User Group

The administrator has enabled the Change Owner action for the Agreement object..
You can assign a contract to a user or user group and notify the new owner about transfer of contract ownership based on the field-level permissions set by the administrator.
To assign a contract to a user or user group
  1. Go to the Contract Details page.
  2. Click the More icon () in the top right corner and select Change Owner.
    This raises the Change Owner window.
  3. To assign the contract to another user, select User as the owner type and specify the user name in Owner field.

    To assign the contract to a user group, select User Group as the owner type and specify the user group name in Owner field.

  4. Toggle the Notify owner(s) button to notify the new user or user group about transfer of contract ownership.
  5. Click Save.

    Alternately, on the contract details page, click the Edit icon () and change a contract's ownership in the Owner Type and Owner fields.

The user or user group receives an email notification along with the contract URL to view the contract record in Conga CLM.

Assigning a Contract to Yourself

The administrator has enabled the Change Owner action for the Agreement object..

You can take ownership of the contract by clicking the Assign to Me button. This button is displayed only when the current owner of the record is someone other than the logged-in user. If the logged-in user already owns the record, the button is not shown.

Perform the following steps to assign a contract to yourself.

To assign a contract to yourself
  1. Go to the Contract Details page.
  2. Click the More icon () in the top right corner and select Change Owner.
    This raises the Change Owner window.
  3. Click Assign to Me. The logged-in user name is displayed in the Owner field.
  4. Toggle the Notify owner(s) button to notify the new owner about transfer of contract ownership.
  5. Click Save.

    Alternately, on the contract details page, click the Edit icon () and click Assign to me to assign the contract ownership to yourself.

The new contract owner receives an email notification along with the contract URL to view the contract record in Conga CLM.
User Guide
CLM

August 11, 2025