You can use the same template that you used while generating a contract document or a different template to update a contract document.

To update a contract document

  1. Go to the Contract Details page.
  2. Click Regenerate Document.

  3. Select a template or search for a template and select the template's file type. 

    If you had associated a contract template with a contract type when creating a new template using Conga Drive, then those contract templates are listed for selection. For more information, see Using Conga Drive.

    Only 100 templates are visible in the Select a Template popup. Use the search box to search for a particular template.

  4. Select a document format from the Select the Document Format section.

    The options available in the Select the Document Format section are based on the document format setting configured by your administrator. If the administrator has selected a default format, it is selected by default and all the document format options buttons are disabled. For more information, see Document Format Setup.

  5. Select a document protection type from the Select the document permission level dropdown.

    The Select the document permission level dropdown is editable based on the document protection setting configured by your administrator. For more information, see Document Protection Setup.

  6. Select the Include Watermark checkbox to apply the watermark to the contract document.
  7. Click Create.
    A new contract document is created from the selected template. You can view the contract document in the Documents tab on the left panel.