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Configuring document version properties

For agreement documents, Conga CLM follows the X.Y.Z pattern of document versioning where X denotes the major document version, Y denotes the minor document version and Z denotes the revision version. The Document Version Properties let you set the version increment factor and set the initial version number for your agreement documents.
To use and configure Document Version Properties in your org
  1. Navigate to Setup > Develop > Custom Settings.
  2. Click the Manage link next to Document Version Properties. Click Edit to edit Document Version Properties. The Document Version Properties form is displayed.


    You can enter following property details in Document Version Properties.

    Setting

    Description

    Initial Version

    This property specifies the initial version number of a newly generated or uploaded document. To start the document versioning from 0.0.0, specify 0 and to start the document versioning from 1.0.0, specify 1. Default value of this field (if left blank) is 1.

    Document Regenerate

    This property specifies the document version increment factor when the document is regenerated with the same template as of the original agreement, from Contract Management. Specify Major to increment the major version of the document and specify Minor to increment the minor version of the document. Default value of this field (if left blank) is Major.

    Note:

    Regenerating an agreement document with a different template than the one used for generating the original agreement, restarts the version numbering of the document.

    Increment Checkin Final

    This property specifies the document version increment factor when the document is checked in as Final- to be signed from X-Author Contracts for Microsoft Word. Specify Major to increment the major version number of the document and specify Minor to increment the minor version number of the document. Default value of this field (if left blank) is Major.

    Increment Checkin with Redlines

    This property specifies the document version increment factor when the document is checked in using the option With Redlines from X-Author Contracts for Microsoft Word. Specify Major to increment the major version number of the document and specify Minor to increment the minor version number of the document. Default value of this field (if left blank) is Minor.

    Increment Checkin without Redlines

    This property specifies the document version increment factor when the document is checked in using the option Without Redlines from X-Author Contracts for Microsoft Word. Specify Major to increment the major version number of the document and specify Minor to increment the minor version number of the document. Default value of this field (if left blank) is Major.

    Trim Document Version

    This property specifies whether the document version number in the Document Naming Convention would of three digits or two digits. Selecting this property, trims the last decimal and number from the document version number in the Document Naming Convention. For example, version 1.2.0 would become 1.2 in the name of the document. By default, this property is not selected.