Creating a Step that Adds Managed Clause Bundles
Add managed clause bundles and the related managed clauses to a record using Conga Orchestrate.
Use Conga Orchestrate to dynamically select and add clause bundles for a Contracts for Salesforce solution. The clause bundle step in a Process Definition allows users to add clause bundles and each related clause record as managed clauses to a Salesforce object record. Step creation conditions conditionally determine when a clause bundle is added and then adds the related clauses as managed clauses to a process object record.