Conga Product Documentation

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Configuring the Libraries Tab

You now must create the content libraries that holds your documents. You can create many content libraries. Your initial content library is the default library for stored agreements when no agreement rules are applied. You can create additional libraries for content routed using agreement rules.

  1. Go to the Libraries tab (click + and click Libraries).
  2. From My Libraries, click New to launch the New Library Wizard.


  3. Enter the name for your library (for example, "Agreements") and a description (for example, Repository for activated agreement documents) and click Save and Close.
  4. From My Libraries, click the library name.
  5. Click Tagging Rules to edit tagging rules for your library. Click Save to save any changes.


  6. Click Record Types to assign content version record type restrictions to your library.


  7. Choose which record types to restrict to your library. Be sure to add the Record Type you defined in the previous section.
  8. Click Save.