Generating an Agreement
You can generate an agreement document using an existing template. If a template is long and complicated, with many clause references and conditional statements, it may take a while to generate the document. In such cases, you can submit the request to generate an agreement document, and you will receive an email notification when the document is generated.
Based on the business requirement, you can use one of the following add-ins to create a Microsoft Word or Google Docs template and generate a document.
Prerequisites
- You have an agreement record.
- The clause template contains fewer than 55,000 characters.
- For ISO-standard PDF output, <link>PDF/A format is configured</link>. For more information, see Configuring PDF/A as a Document Output Format.
- You have a template for your agreement's record type.
- Google Drive is integrated with CLM. For more information, see Integrating Google Drive with Conga CLM.
User Permissions Needed
- To preview an agreement: Agreement: ReadTemplate: ReadAsyncMergeCall: Read, Create, Edit (Field Access: Read, Edit)
- To generate/regenerate an agreement: Agreement: EditTemplate: ReadAsyncMergeCall: Read, Create, Edit (Field Access: Read, Edit)
Generating an Agreement Document using a Microsoft Word template
You can generate an agreement document using Microsoft Word template with X-Author for Contracts.
Generating an Agreement Document using the Google Docs template
Regenerating an Agreement Document using the Google Docs template
You can use the same template that you used while generating an agreement document or a different template to update an agreement document.