The Conga Sign/Conga CLM integration requires the configuration of Custom Settings, found in the Post-Installation steps of Conga CLM. 

Customizing the CLM-Conga Sign Settings

System Properties describes the configuration of the working environment and allows you to customize your system settings. Use custom settings to create and manage custom data at the organization, profile, and user levels. Custom settings data is stored in the application cache that you can access efficiently, without the cost of repeated queries.

To customize the CLM-Conga Sign Settings

  1. Go to Setup > App Setup > Develop > Custom Settings.
  2. Click Manage for CLM-Conga Sign Settings.
  3. Click New in the Default Organization Level Value section.
  4. Select Profile or User from the Location dropdown.
  5. According to your selection in the previous step, enter a profile name or user name and click the lookup icon () to open the Lookup window.
  6. Select a relevant profile name or user name.

  7. Enable or disable the following properties for the selected profile or user and click Save.

Custom SettingHelp TextDefault Value
Show Related DocumentsAllow selection of documents from related, sibling, parent and child agreementsFALSE
Filter By Primary Agreement StatusFilter documents from related, sibling, parent and child agreements based on primary agreement status. This setting applies when Show Related Documents is enabled.FALSE