Publishing a document creates a content version and syncs the accepted changes in the document to the corresponding agreement record. You can publish a document with redlines.
To publish a document in Conga CLM (Contracts for Salesforce)
- After you modify or redline a document, click the Publish button.
This displays the Publish popup.
- Click Publish.
After you publish a document in OCC, you will receive a default Email notification indicating the document was published successfully.
If a document had page breaks before opening the document in OCC, the page breaks are retained after publishing the document. After the document is published:
- All accepted modified smart field values are updated in the agreement record.
- All accepted modified clauses are added to the Managed Clauses section with the Is Standard tag set to false.