Conga Product Documentation

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Obligation Fulfillment

You can manage and track completion of obligations from Agreement Obligation Fulfillment related tab of Agreement Obligation related tab of the agreement. Once an agreement is activated, all the obligations in the agreement are activated and fulfillment records with pending fulfillment status are created.

When you create an obligation, you must specify who will be responsible for fulfilling and reviewing it. You can assign the Assignee and Reviewer either:

  • At the time of creating the obligation (only assignee can be selected), or

  • Later, when updating the obligation fulfillment record (both, assignee and reviewer can be selected)

You can select both internal users and external users as assignees or reviewers:

  • Use the Assignee and Reviewer fields to select internal users.

  • Use the Assignee Contact and Reviewer Contact fields to select external users.

This distinction ensures that obligations can be tracked and managed by both your internal team and external stakeholders.

Upon receiving obligation assignment notification, the assignee fulfills the obligation and submits fulfillment to a reviewer, by providing necessary information, uploading supporting documents and change the fulfillment status to pending review.

The reviewer, on receiving obligation assignment verifies the obligation fulfillment and assigns a relevant status such as pending fulfillment, fulfilled late, fulfilled on time, not fulfilled, or superseded. The assignee receives a notification about the status change and works on the obligation fulfillment as needed and sends it back to the reviewer by changing its status to pending review.

The contract managers can waive an obligation from fulfillment, if required, by changing its status as waived.

The assignee receives notifications for the following events:

  • Email notifications are sent to the obligation assignee 7 days before the obligation due date.
  • When the reviewer accepts or rejects an obligation.
  • When the reviewer requests for more information
  • When the contract manager delegates an obligation to another user, the new assignee receives a notification.

The reviewer receives notification when the assignee submits an obligation for fulfillment.

Note: Ensure that a notification recipient, either the assignee or the reviewer, is selected for the obligation fulfillment.

Submitting an Obligation Fulfillment

  • The obligation fulfillment record is in pending fulfillment status.
  • Reviewer is selected for the obligation fulfillment record.

As an assignee, once you have executed and completed an agreement obligation, you must submit it to a reviewer, providing necessary information, uploading supporting documents and changing the obligation fulfillment record status as pending review.
  1. Navigate to Agreements tab and open the agreement.
  2. In the Related tab of the agreement, click the Agreement Obligations link.
  3. Click Obligation Name link.
  4. In the Related tab of the agreement obligation, click the Agreement Obligation Fulfillments link.
    This displays the agreement obligation fulfillment record created for the obligation when the agreement was activated, in the Agreement Obligation Fulfillment menu.
  5. Click Related tab.
  6. In the Notes & Attachments section, click Upload Files and upload supporting documents for submission.
  7. Click Details tab.
  8. Specify the Fufillment Date.
  9. In the Status list, select Pending Review.
  10. Click Save.
You have submitted the obligation fulfillment. Status of the fulfillment records is set to Pending Review. An email is sent to the reviewer to notify about fulfillment review due.
The reviewer can review the obligation fulfillment and assign either of these statuses to the fulfillment record:
  • Pending Fulfillment

  • Fulfilled Late

  • Fulfilled On Time

  • Not Fulfilled

  • Superseded

The contract managers can cancel (waive) an obligation from fulfillment by changing the fulfillment record status as waived.