Conga Product Documentation

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Routing Documents to Content Libraries

When you activate an agreement, executed agreement documents are stored in the Document Folder Apttus Documents. This option will be sufficient for some users but may prove to be too basic a solution. Conga CLM offers an alternative contract repository option that takes advantage of Salesforce CRM Content by allowing you to publish executed agreements to content libraries. There are many advantages to using content libraries:

  • Multiple content libraries can be created by administrators to store agreements by any number of classifications.
  • Library content can be tagged with labels and libraries are fully searchable and allow you to create filters to locate agreements.
  • Content access can be restricted based on member groups that are configured when libraries are created.
  • Users can subscribe to specific libraries to get notifications when content has been changed or added.

To publish activated agreements to the Salesforce CRM content repository:

  • The Apttus Content Integration package must be installed in your Salesforce organization.
  • Salesforce CRM Content must be enabled.
  • The Libraries tab and other settings must be configured.

You can also create "Content Workspace" Agreement Rules to route activated agreements to different libraries based on expressions you define.