Online Contract Collaboration (OCC) allows you to share and collaborate on agreement documents with your team and customers. You can review, redline, and publish the documents online without the need for any dedicated software.
OCC can be installed without any prerequisite package on the Salesforce platform. To use OCC, you must integrate with a contract management solution. You can integrate OCC either with CLM (previously known as Apttus Contract Management) or CLM (Contracts for Salesforce) (previously known as Conga Contracts for Salesforce). You can then perform all the online collaboration tasks within CLM or CLM (Contracts for Salesforce).
You can use X-Author for Contracts (Microsoft Word add-in that allows you to work on contracts and contract templates) along with CLM to create agreement documents and use OCC to review and redline them. You can download a document from OCC and check out the document using X-Author for Contracts and you can also review a document in OCC that was checked in using X-Author for Contracts.
The following table lists the tasks that administrators and users can perform using OCC.
|OCC Administrator||OCC Administrator/User|
The following diagram depicts the architecture of OCC.