Documents and Templates created in Conga Collaborate are web-based.
When drafting a document or template, you will find the editing toolbar located across the top of the page, called the editor. The editor provides easy formatting tools to directly manipulate the HTML that your content is built on.
Collaborate's robust, online editor allows you to build web-based templates, documents, and content pages directly in Collaborate. And while many of Collaborate's features allow you to streamline and automate document creation through your templates and data-driven logic, we understand that many clients have use cases that involve manual customization of a document before sending. Collaborate's editor gives your users the flexibility to edit content online in their documents before sending, even after starting from a template.
Here’s a quick rundown of tools in the editor toolbar:
|Table of Contents||Opens/Closes the Table of Contents|
|File||Convert to Template, Delete, Duplicate, Back to Documents|
|Edit||Cut, Copy, Paste, Select All, Find and Replace, Show Blocks, Source Code|
Editing source code is helpful for technical admins or users who would like to directly edit the HTML of the document. This feature is not available on contracts.
|Insert||Insert images and other types of content, tables, anchors, links, special characters or page breaks; add content through Responsive Layout|
|Format||Headings, Blocks, Alignment, Font, Size, Line Height, Strikethrough, Subscript, Superscript|
|Table||Insert or edit a table|
|Undo the last action|
|Redo the last action|
|Bold the selected text|
|Italicize the selected text|
|Underline the selected text|
|Left align the selected text|
|Center the selected text|
|Right align the selected text|
|Add bulleted list - choose bullet style from dropdown menu|
|Add numbered list - choose number style from dropdown menu|
|Add a link|
|Edit an image|
|Change text color|
|Change the background color|
|Turn Spell Check on or off|
|Insert a variable|
|Change the Font Family|
|Saved status indicator||Updates automatically (with each edit to the page) to show when the document was last saved.|
|Expands/collapses the Document Header|