Conga Product Documentation

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To view and change fields

  1. Open a contract.
  2. Click the Unlock () icon and select Acquire.
  3. Go to Data > Doc Fields to view the list of all the smart fields inserted in the document.
  4. Use the Search box to find a field by keyword, and press Enter to display a list of smart fields.
  5. Expand a field to see its current value and previous values, and click any value to highlight the field in the document.
  6. To change the current value of a field, put your cursor inside the double curly braces of the field within the document, and make changes. The Modified tab lists all the smart fields whose values have been changed.


    Note:

    You cannot check in the agreement document until all fields are corrected to a valid format. To learn more about field validation, see Validating Fields.

  7. Check the document in. This opens a current instance of the agreement document.

The changed field values are updated in the agreement document. If you choose to reconcile fields during check-in, they will also be changed on the agreement record.