Generating An Agreement - User Permissions
Conga CLM enables you to generate an agreement using an existing template.
User Permissions Needed | |
|---|---|
To preview an agreement | Agreement: ReadTemplate: ReadAsyncMergeCall: Read, Create, Edit (Field Access: Read, Edit) |
To generate or regenerate an agreement | Agreement: EditTemplate: ReadAsyncMergeCall: Read, Create, Edit (Field Access: Read, Edit) |
Templates can be created using X-Author for Contracts. For each agreement record type, a different template can be created in Microsoft Word. For more information on creating a template using X-Author for Contracts, see X-Author Contracts documentation.
