You can assign contract ownership to a user, ensuring that user receives
notifications about the contract. It is best to assign ownership to the user who is
responsible for maintaining the contract. Assigning contract ownership to a user
To assign a contract owner when viewing a contract
Open any contract and click the workflow button () to open the Workflow panel to the right.
Under Owner, click the dropdown and select the user's name or email. You
can only assign ownership to a user with any email address in Contract Intelligence's
system. Contact your Contract Intelligence administrator or support@conga.com to assign ownership to others.
Set the contract's status to Active or Inactive. If you change the contract's active/inactive status, you must manually enter the changed state value.
The user assigned contract ownership receives an email notification.
To assign an owner to one or more contract objects
Select the document(s) from the tables in the Documents view, from the InSights results page, or the Documents Stage.
Click the More (vertical ellipsis) button and select Assign Owner.
Select the owner to whom you will assign the documents and click UPDATE.
Contract Ownership Report
You can look up contract owners—as well as contracts without an owner—in InSights.
) to open the Workflow panel to the right.
