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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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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Contracts for Salesforce

Integrating with Microsoft Office 365

Setting up Office 365 Review

This section tells you how to set up Microsoft 365 review by configuring remote site settings, the Azure app, and Microsoft 365 settings.

Prerequisites

  • Microsoft 365 E3 or E5 subscription.
  • To share agreement documents with external stakeholders, configure a SharePoint site with external sharing settings enabled. For more information, see Microsoft Documentation.
  • Azure Client ID, Client Secret, and Active Directory. Contact your IT administrator for these.
  • Configure the Office 365 Setup-General Section in the CLM Setup page
    • Client Id and Secret: (Required) Copied from the Microsoft Azure app you created in Preparing for Office 356 Review.
    • Tenant: (Required) Your email domain in Office 365
    • Microsoft Graph URL and Login URL: (Optional)
    • X-Author URL: (Optional)
    • Site Name: (Strongly recommended, not required) Copied from Sharepoint
    • Root Review Folder: (Strongly recommended, not required) Copied from Sharepoint

  • Your IT Administrator must grant the following permission to the Conga CLM Azure application in addition to existing permissions. This is applicable for Application and Delegated flow.

    • Permission: User.Invite.All

  • Complete the Connected App Management steps.

Creating an App Registration for Conga Contracts for Salesforce

  1. Log in to the Azure portal as an administrator.
  2. Select Azure Active Directory.
  3. Select App registrations.
  4. Select New registration and enter Conga Contracts for Salesforce Application.
  5. Click Register.
  6. From the left navigation, select Overview.
  7. Copy the Application (Client) ID.
  8. From the left navigation, select Certificates & secrets.
  9. Click New client secret.
  10. Add a description, select the validity duration, and select Add.
  11. Copy the value.

Configuring permissions for Azure app

  1. In the Authentication tab from the Azure app that you created in the previous step, add the URI with the instance URL of the org and the suffix as /apex/APXT_Redlining__O365Redirect
  2. In the Authentication tab, the Front-Channel logout URL must be configured as {instanceURL}/secur/logout.jsp.
  3. Select API permission under API Permission > Add permission > Microsoft Graph.
  4. Provide the following permissions for Microsoft Graph APIs:
    • For Delegated Permissions
      • User.Invite.All
      • Sites.ReadWrite.All
      • Files.ReadWrite.All
      • User.ReadBasic.All
      • Offline_access
      • Team.Create
    • For Application Permissions
      • User.Invite.All
      • Files.ReadWrite.All
      • User.Read.All
      • Team.Create
  5. On the API Permissions page, click Grant admin consent for the permissions where Admin consent required is marked as Yes.
Administrator Guide
CLM (Contracts for Salesforce)

May 7, 2026