Documents and Templates created in Conga Collaborate are web-based.
When drafting a document or template, you will find the editing toolbar located across the top of the page, called the editor. The editor provides easy formatting tools to directly manipulate the HTML that your content is built on.
Collaborate's robust, online editor allows you to build web-based templates, documents, and content pages directly in Collaborate. And while many of Collaborate's features allow you to streamline and automate document creation through your templates and data-driven logic, we understand that many clients have use cases that involve manual customization of a document before sending. Collaborate's editor gives your users the flexibility to edit content online in their documents before sending, even after starting from a template.
Here’s a quick rundown of tools in the editor toolbar:
Tool
Action
Table of Contents
Opens/Closes the Table of Contents
File
Convert to Template, Delete, Duplicate, Back to Documents
Edit
Cut, Copy, Paste, Select All, Find and Replace, Show Blocks, Source Code
Editing source code is helpful for technical admins or users who would like to directly edit the HTML of the document. This feature is not available on contracts.
Insert
Insert images and other types of content, tables, anchors, links, special characters or page breaks; add content through Responsive Layout
Format
Headings, Blocks, Alignment, Font, Size, Line Height, Strikethrough, Subscript, Superscript
Table
Insert or edit a table
Undo the last action
Redo the last action
Bold the selected text
Italicize the selected text
Underline the selected text
Left align the selected text
Center the selected text
Right align the selected text
Add bulleted list - choose bullet style from dropdown menu
Add numbered list - choose number style from dropdown menu
Decrease indent
Increase indent
Add a link
Insert or edit an image
Clear formatting
Change text color
Change the background color
Turn Spellcheck on or off
Collaborate uses your browser's spellcheck functionality.
Insert a variable
Change the Font Family
Updates automatically (with each edit to the page) to show when the document was last saved.
