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:

  1. Click the View Redlines button on your Salesforce object to access the View Redlines user interface.
  2. Click the Open in Word button in the View Redlines user interface.
    • This prompts the Editing Latest pop-up in 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.

  3. Make any desired document edits and changes in Microsoft Word.
  4. Click the Save icon in Word once all edits and changed are made.
  5. Close the Word document.
  6. Click the Continue button on the Editing Latest pop-up in Salesforce.
  7. The edits and changes made in Microsoft Word are now reflected as redlines in the View Redlines user interface. Use the Negotiate or True-Up features to proceed with the Contract negotiation process.