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:

ToolAction
Table of ContentsOpens/Closes the Table of Contents
FileConvert to Template, Delete, Duplicate, Back to Documents
EditCut, 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.

InsertInsert images and other types of content, tables, anchors, links, special characters or page breaks; add content through Responsive Layout
FormatHeadings, Blocks, Alignment, Font, Size, Line Height, Strikethrough, Subscript, Superscript
TableInsert 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

Decrease indent

Increase indent

Add a link

Edit an image

Clear formatting

Change text color

Change the background color

Turn Spell Check on or off

Insert a variable

Change the Font Family
Saved status indicatorUpdates automatically (with each edit to the page) to show when the document was last saved.

Expands/collapses the Document Header