Inserting Fields in a Template
Fields represent the contractual terms and metadata from your agreement record in Conga CLM. You can insert fields into a template while creating it or after checking it in. This section describes the steps for adding fields to a template.
To insert fields in a template
- Click the Unlock (
) icon and select Acquire. For more information on locking a template, see Locking and Unlocking Template.
Note:To avoid conflicts where two users might edit the same template simultaneously, the system allows updating the template after locking (acquiring).
- To mark fields as Smart, click the Settings (
) icon > enable Mark as Smart Field toggle. For more details about smart fields, see Making Template Fields Smart.
The field enclosed within double curly braces is inserted into the template. The Fields pane lists all the fields present in your current template in the order they appear on the pages. Select a field from the list to highlight it in the template document.
To remove field
- Open a template.
- The Fields pane lists all fields in your template. Use the Search box to find a specific field by keyword.
- Select the field from the list, click the More (
) icon adjacent to the field name, and click the Settings option.
- Click Delete. A confirmation window appears.
- Click YES. A success message appears.
You can also use the Backspace or Delete key on your keyboard to remove fields.
