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Conga Product Documentation

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CLM for Salesforce

Working with Agreements

Agreement Obligations

In an agreement, obligations refer to the specific actions, responsibilities, or duties that each party is legally required to perform or uphold. These obligations define what each party is expected to do (or refrain from doing) to fulfill the terms of the agreement.

Obligations are linked to clauses and the clauses are added to templates. When an agreement document is generated from a template, records for all obligations linked to the clauses in the template are created. You can view the obligations created for the agreement in the Agreement Obligations section in the agreement's Related tab. You can edit the obligation information or delete an obligation from the agreement. You can also add a new obligation to the agreement.

Adding an Obligation to the Agreement

  • The Related tab for agreements is added to the agreement page layout.

  • Your user account has required permissions for obligation creation.

You can add an obligation at an agreement-level for several reasons. For example, if there are certain responsibilities that were not fully outlined in the original agreement but are essential for the parties to fulfill, you may add a specific obligation to ensure clarity.

You can add an obligation already existing in the Obligations menu or you can create a new obligation from the agreement.

To add an obligation to the agreement
  1. Go to the Agreement Obligations section in Related tab for the agreement.
    A list of obligations created for the agreement, if any, is displayed.
  2. Click New.
  3. Select the obligation record type and click Next.
  4. To add an obligation already existing in the obligation master list, search for the obligation by typing OBL in the Obligation ID picklist. Select the required obligation. To create a new obligation, click + New Obligation.
  5. Provide the obligation information.
    Note: You can also configure reminders for the assignee. To know more about the reminder-related parameters, see Setting Up Reminders for Obligations
  6. Click Save.
The obligation is added to the obligation list in the Agreement Obligations section. If you created a new obligation, it is also added to the obligation list in the Obligations menu.

When the agreement document is generated or regenerated, the agreement obligations are added to it. You can configure the application to auto-populate the obligation fields with relevant agreement fields by configuring APTS_ComplyConfig admin entry. For example, copy the agreement start date value to the obligation start date field.

Uploading Documents for Agreement Obligation

  • Files section or Notes & Attachments section is configured for the agreement obligation's Related tab.

You can upload supporting documents and templates that can be used to fulfill the obligation. For example, for an obligation related to environmental regulations, the environmental agency may need to submit an emission report in a particular format. You can upload such documents to the obligation record in its Files section or Notes & Attachments section in the Related tab.
  1. Go to the Agreement Obligations section in Related tab for the agreement.
    A list of obligations created for the agreement is displayed.
  2. Click the Obligation Name link.
  3. Click the Related tab.
  4. To attach documents in the Files section, click Add Files and then click Upload Files. To attach documents in the Notes & Attachments section, click Upload Files.
  5. Select documents for upload and click Open.
    Note: You can upload documents of type .doc, .docx, .pdf, .txt, .rtf, .ppt, and .pptx.
  6. Click Done.
You have uploaded supporting documents for the agreement obligation. You can take the following actions on the documents if required:

  • Download

  • Share

  • View File Details

  • Upload New Version

  • Edit File Details

  • Delete

  • Remove from Record

Setting Up Reminders for Obligations

  • The following reminders-related fields are inserted in the page layout of the obligation type in the Agreement Obligation object:

    • Due Date
    • Notification Frequency
    • Notification Type
  • The Enable In-app notifications checkbox in Salesforce Notifications is selected (required for sending in-app notifications to the assignee).
  • The Allow Activities checkbox under Options Features in the Agreement Obligation object is selected.
    Note: You need to manually enable the above setting if you have upgraded CLM for Salesforce from February '25 to June '25.

  • ObligationReminder template in Classic Email Templates is configured. The administrator can customize the template to add or remove fields.

  • Assignee is selected for the obligation.

To help assignees stay on top of upcoming obligations, you can set up reminders. You can set reminders for obligations nearing their due dates and choose how often you want the reminders to be sent to assignees. You can also select your preferred reminder method, either by email or in-app notification. Once you configure your preferences, the system sends reminders as per the configurations.

You can configure reminder on an obligation at the time obligation creation or later by editing the obligation.

To set up a reminder on an obligation
  1. Go to the Agreement Obligations section in Related tab for the agreement.
    A list of obligations created for the agreement, if any, is displayed.
  2. Click New to create a new obligation. Or, click Obligation Name link and then click the Details tab.
  3. Select the required Notification Type by moving the required type from Available column to Chosen column using icon.
    Note: In-app notifications are displayed in the notifications displayed in the application by clicking the icon on the top-right corner of the page.
  4. Select Due Date by which the obligation must be completed. Obligation reminders are triggered based on the due date.
    Note: To send a reminder only on a particular day, select the Date and Time under the Due Date Reminder section.
  5. Select Notification Frequency as Daily, Weekly, or Monthly.
Reminder notifications are sent to the assignee daily, once a week, or once a month, depending on the notification frequency configured for the obligation. The reminder is sent through an email or displayed in the app, depending on the notification type selected for the obligation.

In case of an in-app reminder, the assignee can click the reminder record to view more details about the task. Clicking on the Related To link displays the obligation record.

In case of an email reminder, the assignee can click the contract name link to access the contract record in the application directly from the email.

The notifications are sent up to the obligation due date.

The following table explains, with an example, when notifications are triggered for different reminder frequency:

Obligation Due DateCurrent DateFrequency

Notification Triggered On

01-July-202523-May-2025DailyDaily starting from 23-May-2025 up to the obligation due date
Weekly

The reminder dates are calculated starting one week before the obligation due date.

27-May-2025

03-June-2025

10-June-2025

17-June-2025

24-June-2025

Monthly

Exactly one month before the obligation due date i.e. 01-June-2025.

Viewing Agreement Obligations

Agreement Obligations section is configured for the agreement obligation's Related tab.
The Agreement Obligations section provides a comprehensive view of all the obligations related to the agreement.

Obligations displayed in Agreement Obligations section includes obligations manually created in the agreement and also the obligations extracted from third-party agreement document using Discovery AI for Advantage Platform. For more information about obligation extraction using Discovery AI for Advantage Platform, see Deleting an Agreement Obligation

To view agreement obligations
  1. Navigate to the Agreement Detail page.
  2. Click the Related tab.
  3. Go to the Agreement Obligations section.
    A list of obligations created for the agreement is displayed.
  4. Click Obligation Namefor an obligation to view its details.
Details tab for the Agreement Obligation record being viewed is displayed. Obligation information are displayed as per the layout configured by the administrator.

Editing an Agreement Obligation

You can edit the agreement's obligation to make agreement-specific changes to the obligation information. For example, an obligation is created for an agreement, and you need to set the start date and end date for the obligation. Or, for a payment-related obligation, you need to set the payment method.

You can also edit an obligation to re-assign or delegate it another assignee.

To edit an agreement obligation
  1. Go to the Agreement Obligations section for the agreement.
    A list of obligations created for the agreement is displayed.
  2. Click the icon.
  3. Click Edit.
    Edit page for the obligation is displayed.
  4. Make changes to the obligation.
    Note: Changing the assignee for an obligation, delegates the obligation the newly selected assignee.
  5. Click Save.
    Note: You can also save the changes made to this obligation and create another obligation. To do so, click Save & New.
The updated information is saved for the obligation.
Note: Editing an agreement obligation does not update the master obligation in the Obligations menu.

Deleting an Agreement Obligation

To delete an agreement obligation
  1. Go to the Agreement Obligations section for the agreement.
    A list of obligations created for the agreement is displayed.
  2. Click the icon.
  3. Click Delete.
  4. Click Delete in the pop-up window to confirm obligation deletion.
The obligation is deleted from the obligation list.
User Guide
Salesforce
CLM

June 5, 2025