You must install the base Conga CLM packages to implement the complete Online Contract Collaboration (OCC) solution.

You can install Conga OCC from the Customer Success Portal.

You must install the packages in the following order:

  1. Conga Base Library.
  2. Conga Contract Lifecycle Management.
  3. Conga Content Integration.
  4. Conga OCC.

To install Conga OCC

Prerequisite: You must have Conga Community login credentials.

  1. Go to the Community Portal and log in to the portal.
  2. Click Install Center, open the Online Contract Collaboration tab and click Get It Now.
  3. Choose Production or Sandbox, and click Get It Now on the AppExchange site.
  4. Click Login to the AppExchange and log in with your Salesforce credentials.
  5. Select the environment to install the package and follow the instructions on the page.
  6. Select I have read and agree to the terms and conditions and click Confirm and Install!. You may be prompted to log in using your Salesforce credentials.
  7. Enter the password provided to you and click Submit. Review the package items being installed. On an upgrade, details of the currently installed version are also displayed.
  8. Click Continue and then Next.
  9. To approve package API access, click Next. These settings control the access components in this package have to standard objects through the API.

  10. Select a security level and click Next.

    If you do not know the security settings, leave it as Grant access to admins only. You can change the security settings later.

  11. To install all the components in the package, click Install.

Conga OCC is successfully installed in your selected environment. Complete the post-installation settings.