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
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 Salesforce
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User Guide
CLM
Search Agreement Documents Viewing Agreement Hierarchy Emailing Multiple Agreement Documents Accessing In-Effect View Viewing Account's Agreement Hierarchy Clause Versioning Uploading Signed Documents Merging Documents in Salesforce Lightning Canceling a review in a review cycleViewing the review cycle of an agreementTo view the review cycle of an agreementNavigate to the Agreement detail page of an agreement to view the review cycle details in the "Review Status" section.This displays the document name and the review status of the documents. Click the refresh icon () to refresh the review status.Click the Review Cycle Details hyperlink to navigate to the Review Cycle page. Alternatively, you can view an agreement's review cycle as follows: Go to the Document Versions section in the Related tab.In the Review Status column, click the In Progress link to open the Review Cycle page. The Review Status column displays the Not Started link until the notification emails are sent to all the recipients. Click the Not Started link to navigate to the Review Cycle page and click the Refresh button to refresh the review status. Adding reviewers to the review cycleTo add additional reviewers to the review cycleNavigate to the Review Cycle page.Click Add Reviewer. The Add Reviewer window appears. Enter the email address in the To field.Select the Editor or Commenter role from the drop-down list.Click Add Reviewer. The reviewer is added to the list of reviewers. Reviewing a documentTo review a documentClick the emailed document link. Log in using the email address to which this document was sent. The document is now open for review.Select the text to change. Go to Suggesting mode () and click the Add comment icon () to insert a comment. You can also switch between modes to edit or make a suggestion. Click () to select Editingto make direct changes to the documents or Suggesting to recommend changes.. Edit the document. In Suggesting mode, you can see your change in a new color and anything you delete is crossed out.To add more detail, click your suggestion, enter a comment, and click Reply.You can see the suggestions in the form of comments. Choose Accept suggestion () or Reject suggestion ().Close the document. The owner of the file receives an email about the document.Ending the review for all reviewersTo end the review for all reviewersTGo to the Review Cycle page. Click End Review to end the review. All the reviews that are In Progress status are selected and their status is changed to Completed. Reviews in other statuses are not selected. An email notification is sent to all reviewers that the document review is complete. Ending the review of a reviewer in a review cycleTo end a review of a reviewer in a review cycleNavigate to the Review Cycle page.For a reviewer, click and select End Review. The End Review window appears. Add a comment (optional) and click End Review to end the review. Ending a review cycle stores the reviewed document(s) in Google DOCS and adds a link to the final version in Salesforce. The review status changes to Completedfor the reviewer on the Review Cycle page. The reviewer receives an email notification that the review has ended. You can end the review for each document individually. After the end review request is processed, End Review and Cancel Review are no longer visible for that reviewer. We cannot end the review process for Google Docs through email.Ending a review cycle removes users’ access to the document. This is effective for reviewers who do not have existing access. However, users who gained access to Google Docs through organizational policy retain the same access granted by the admin. Canceling a review in a review cycleThe Review status must be in In Progress to view Cancel Review.You can cancel a review in a review cycle. To cancel a review in a review cycleNavigate to the Review Cycle page.Select a reviewer, click , and click Cancel Review. The Cancel Review window appears. Add a comment (optional) and click Cancel Review. The review status for that reviewer changes to Cancelled on the Review Cycle page and the reviewer receives a notification email regarding cancellation of the review. The review cycle status remains In Progressuntil all the reviews are completed or Cancelled. If you cancel the review for all the reviewers, each reviewer's review status and the review cycle status change to Cancelled, and the original document is available for activation. Cancelling a review cycle removes all active reviewer links. If one reviewer has completed the review but other reviews are Cancelled in that review cycle, the review cycle status changes to Completed. Canceling a review cycle removes users' access to the document. This affects reviewers who do not have existing access; however, users who gained access to Google Docs through organizational policy retain the same access granted by the admin. Using Smart Search to Search Content in Agreement Documents in Lightning Working with Documents
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