Conga Product Documentation

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Understanding Review Cycles

A tracked Review Cycle (also known as a "Send Cycle") is automatically created for every document associated with the Agreement record that is sent by the negotiator for review. This Review Cycle is then further divided into Cycles based on the number of recipients and the number of documents sent. Each unique recipient/document combination creates a separate cycle.

For example, if 3 tracked documents are sent to 1 recipient, 3 cycles are created for that recipient. Similarly, if 3 recipients each receive 3 tracked documents, 9 cycles are created (3 for each recipient).



Negotiators track open cycles in X-Author Contracts and can manually close cycles from this window or during Check-in. Internal reviewers have the option to check-in agreement documents from their Outlook email instance when they complete their review, returning an attached reviewed version, which automatically closes the cycle for the checked-in document. Negotiators and contract managers can also monitor Cycle status, by using Merge Event Details within the Merge Event related list on the Agreement record.

For more details on tracking review cycles, see Tracking and Managing Review Cycles.

Note:

Send for Review Cycles differ from agreement lifecycles and are not tracked using Cycle Time Groups or Cycle Time Reporting.