After you setup Conga CLM (Contracts for Salesforce) for use with Online Contract Collaboration, you can open and edit documents stored in Salesforce using Online Contract Collaboration.

  • You can view X-Author templates generated by Mergeservice under the Documents tab. The Documents tab has a list of Salesforce Files that have been generated by Mergeservice.
  • A document is marked as generated by Mergeservice when the APXT_Redlining__Is_Mergeservice_File__c checkbox is set to true on the Content Version record.
  • The checkbox sets to true automatically when using the Generate Document Mergeservice button on the Contract Agreement object. When you click the Open & Edit button beside the file, it opens to review and edit using Online Contract Collaboration. 

Open and Edit Documents

To open and edit documents with Online Contract Collaboration, take the following steps:

  1. From the Conga CLM (Contracts for Salesforce) application, navigate to the Contract Agreements tab. 
  2. Select the Documents tab. 

  3. Under Agreement Documents, click the Open & Edit button next to the document you want to open and edit using Online Contract Collaboration. 

You can now edit documents using Online Contract Collaboration functionality. 

Viewing Documents Locked for Editing

To view documents locked for editing, take the following steps:

  1. From the Conga CLM (Contracts for Salesforce) application, navigate to the Contract Agreements tab. 
  2. Select the Documents tab.
  3. The name of the user editing the document is listed in the Currently Edited By Field.
  4. Click Open under Document Action to open the document in Read-Only mode.
  5. In the top left hand corner, view the name of the user currently editing the document in the Currently Edited By banner.
  6. View edits and comments made in the document using the Smart Data pane.

Viewing Locked Document Details

To view who is currently editing a document and when the document was locked, take the following steps:

  1. From the Conga CLM (Contracts for Salesforce) application, open a contract agreement.
  2. Navigate to Document Versions under the Related tab and click the name of the document you want to view. 
  3. Select the Details tab.
  4. The Checkout By field displays the name of the user currently editing the locked document, and the Checkout Date field displays when the document was opened and locked. When the document is unlocked, these fields are removed.