Download page Open in Word Feature in View Redlines.
Open in Word Feature in View Redlines
Use the Open in Word feature in the View Redlines user interface to edit a Conga Contracts document within Microsoft Word. This allows users to work in the Microsoft Word application as opposed to the View Redlines user interface in Salesforce.
To use the Open in Word feature:
Click theView Redlines buttonon your Salesforce object to access the View Redlines user interface.
Click theOpen in Wordbutton in the View Redlines user interface.
This prompts theEditing Latest pop-upin Salesforce. Do not click Continue until all document edits are made in Word.
If your operating system prompts you to select an application, choose Microsoft Office or Microsoft Word.
Make any desired document edits and changes in Microsoft Word.
Click theSave iconin Word once all edits and changed are made.
Close the Word document.
Click theContinue buttonon the Editing Latest pop-up in Salesforce.
The edits and changes made in Microsoft Word are now reflected as redlines in the View Redlines user interface. Use theNegotiateorTrue-Upfeatures to proceed with the Contract negotiation process.