Conga Product Documentation

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Customize CLM-Conga Sign Web Settings

To customize the CLM-Conga Sign Settings

  1. Go to Setup > App Setup > Develop > Custom Settings.
  2. Click Manage for CLM-Conga Sign Settings.
  3. Click New in the Default Organization Level Value section.
  4. Select Profile or User from the Location dropdown.
  5. According to your selection in the previous step, enter a profile name or user name and click the lookup icon () to open the Lookup window.
  6. Select a relevant profile name or user name.
  7. Enable or disable the following properties for the selected profile or user and click Save.

    Custom Setting

    Help Text

    Default Value

    Show Related Documents

    Allow selection of documents from related, sibling, parent and child agreements

    FALSE

    Filter By Primary Agreement Status

    Filter documents from related, sibling, parent and child agreements based on primary agreement status. This setting applies when Show Related Documents is enabled.

    FALSE