Download page Enabling Additional Rich Text Formatting for Contracts for Salesforce.
Enabling Additional Rich Text Formatting for Contracts for Salesforce
Composer Composer does not have a way of preventing extra line breaks from merging into a document in certain use cases:
When a rich text area field is edited in Salesforce Lightning, p tags are automatically added surrounding the text. If Clause text is included within an unordered or ordered list in a Word document, and p tags exist within the Clause text, a line break will be added at the end of the Clause text. This will result in a blank list item after the Clause text.
If an unordered or ordered list exists within the Clause rich text, the UL or OL tags will cause a line break to be added at the end of the list. This will result in a blank list item after the last list item.
In these situations, CLM (Contracts for Salesforce) allows you to custom settings in Salesforce to leverage additional formatting for CLM(Contracts for Salesforce) solutions.
Accessing Custom Settings
In Salesforce, search for Custom Settings.
Click Manage next to Conga General Settings.
The following custom settings are available for enablement:
Enable Clean P Tags: This setting is for enabling the removal of p (paragraph) tags from clause text.
This setting is deprecated but still available for use.
Enable Replace P Tags: This setting is for enabling the replacement of p (paragraph) tags with span tags within clause text.
If both the Enable Clean P Tags and Enable Replace P Tags settings are checked, Enable Clean P Tags will be ignored.
Enable Clean OL Tags: This setting is for enabling the removal of ol (ordered list) tags from clause text.
Enable Clean UL Tags: This setting is for enabling the removal of ul (unordered list) tags from clause text.
Enable Remove Style: This setting is for enabling the removal of styling from clause text.
After these settings are enabled, they will clean tags from newly created or edited Clause text (APXT_Redlining_Text_Richc on Clause Object) or Managed Clause text (APXT_RedliningText_Rich_c on Managed Clause object). Enabling the settings does not retroactively clean existing Clause text. To clean existing clause text, after the settings are enabled the clause text field on the record will need to be edited and saved. (example: add a space at the end of the last period)
To enable additional rich text formatting for Contracts for Salesforce:
Navigate to Salesforce Setup.
Type in "custom settings" in the Quick Find / Search Box and click Custom Settings.
Click Conga General Settings.
Click Manage.
Click Edit.
Check the checkbox fields for any of the desired fields listed below:
