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Contracts for Salesforce

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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

Opening and Editing Documents using Online Contract Collaboration

To open and edit documents in Online Contract Collaboration

  1. From the Conga CLM (Contracts for Salesforce) application, navigate to the Contract Agreements tab.
  2. Select the Documents tab.
    Note:

    This only appears if you have setup Conga CLM (Contracts for Salesforce) for use with Online Contract Collaboration.

  3. Under Agreement Documents, click the Open & Edit button next to the document you want to open and edit using Online Contract Collaboration.
You can now edit documents using Online Contract Collaboration functionality.
For more information, see the Online Contract Collaboration User Guide.
Administrator Guide
CLM (Contracts for Salesforce)

February 18, 2026