Conga Product Documentation

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Manage Requests

A contract request typically marks the beginning of the entire contract lifecycle process. It outlines the details for the contract, including the type of contract to create and the parties involved. The contract request includes all the activities necessary to initiate a new contract intake.

Administrators can use the Admin Console > Application Manager to assign specific permissions to users for accessing the Manage Requests menu and its sub-menus, Incoming Requests, All Requests, and My Requests. This ensures that only authorized users can view and manage contract requests. For more information, see "Application Manager" in Managing Admin Console.

Users with relevant permissions can raise contract requests. Users who initiate the request may or may not have access to the contracts after submission as it depends on roles and permissions. Once the request is submitted, it can be handled by a legal, procurement, or contracts team. For example, someone might request an NDA vendor agreement, but only the legal team has access to the final document or the negotiation stages.

Access Contract Apps from the App Launcher and choose Manage Requests () on the left pane. This menu displays the following sub-menus:
  • Incoming Requests: Lists all requests that are pending approval.
  • All Requests: Lists all requests that you have created as a requester, owned by you, approved, reviewed, or that have been shared or assigned to you.

  • My Requests: Lists all requests that you have raised or for which you are the designated owner. The listing page displays the requests sorted by modified date.
    Note: Administrators can control the visibility of Incoming Requests, All Requests, and My Requests based on menu-level permissions.

View Setting

View Setting allows you to control which columns are displayed in the grid and rearrange the column order. Click the View Settings () icon to control the columns displayed in the grid. For more information, see Managing View Settings.

You can save your filtered view of a record and set as the default view to avoid reselecting the filters every time you open the grid view (list view). For more information, see Managing Views.