Conga Product Documentation

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To view and modify clause

  1. Open a contract.
  2. Click the Unlock () icon and select Acquire. Upon locking the contract, the Data option becomes enabled.
  3. Go to Data > Doc Clauses to view the list of all the smart clauses inserted in the document.
  4. Use the Search box to find a clause by keyword, and press Enter to display a list of smart clauses.
  5. Click on a clause name in the list. The document scrolls to highlight the selected clause in the contract document.
  6. To change the clause content, place your cursor in the clause's content control in the document, and make changes. The Modified tab lists all the smart clauses whose content have been changed.
  7. Check the document in. A current instance of the contract document is opened.

The changed clause content are updated in the agreement document. If you choose to reconcile clause during check-in, they are also changed on the agreement record.