home

Contract Intelligence (Standalone)

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)CPQ 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 SearchTurboEnginesX-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 ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Contents

Show Page Sections

Contract Intelligence (Standalone)

Working with Documents and Extracted Data

download

Contract Status

You can let others in your organization know whether a contract remains active by updating its status. A contract's status is active by default.

To change status for a contract you are viewing

  1. Open any contract and click the workflow button () to open the Workflow panel to the right.
  2. Click Contract Status and select the status you want.
  3. If the status you change to is "inactive", enter INACTIVE in the box indicating "Type INACTIVE to confirm".

    If the status you change to is "active", enter ACTIVE in the box indicating "Type ACTIVE to confirm".

  4. The indicator above the document to the left changes state (to INACTIVE or ACTIVE), indicating success.

To change a contract's status from the dashboard, Folders & Document, or InSights tables

  1. Click the More (vertical ellipsis) button at the top of the page and select Change Status.
  2. Enter the new status to confirm the status change. For example, to change from active to inactive status, enter INACTIVE in the confirmation box.

To search contracts by active or inactive status

  1. Go to the Search page.
  2. Click the filter button and select Workflows.
  3. Click Contract Status.
  4. Select Active or Inactive.

    You can also filter any table with a Contract Status column by selecting ACTIVE or INACTIVE.

User Guide
Other
Contract Intelligence (Standalone)

March 13, 2025