Cloning a template makes a duplicate of an existing template that you can modify or customize without affecting the original template.

To clone a template from an existing template

  1. Sign in to Google Docs.
  2. Open a document and open Extensions > Conga for Google Docs > Launch. The Conga for Google Docs pane appears.
  3. Log in to Conga for Google Docs to open the Home page appears.
  4. You can clone a template in two ways:

    • Go to the template listing, click the More () icon adjacent to the template name, and select the Clone option.

      The latest template version's content will be considered for cloning.

    • Open and lock the template version to clone. Click the More () icon next to the lock icon in the top right corner, and select the Clone option.

  5. The Clone Template pane appears. You can change a template's settings when you clone it. Specify the following fields:

    FieldDescription
    Name

    Change the name of the cloned template. By default, the new name automatically starts with "Copy" followed by the original template name. You have the option to change the settings of your template when you clone it.

    Agreement Types

    By default, the original template's values are automatically chosen. You can change them.

    From the picklist, you can select multiple agreement types to associate with your template. The Agreement Types value determines which templates are available at the time of agreement generation. If your template's agreement type matches your agreement record's agreement type, you will see that template in the list of available templates when the document is generated.

    CategoryChoose the category from the picklist. Template categories are defined by the Conga CLM administrator. This field is usually used by template administrators to categorize templates they created.
    SubcategoryThe subcategory is a dependent field. Subcategories are populated based on the value chosen for the Category field. Subcategories are defined by the Conga CLM administrator.
    LanguageChoose the default template language from the picklist. The default language for the template is English (US).
    LocaleSelect the locale from the picklist. Locale allows you to define locale settings for number and currency precision, currency format, and date format. Locales can be system defaults or user-defined. You can configure custom locales in Contract Management. For more information, see Adding Custom Locale.
    Currency Format

    Select an option from the picklist to choose the format for all currency fields in the template.

    • Select "None" to show only the currency value. Example: {{230.00}}.
    • Select "Symbol" to display the currency value with its symbol. Example: {{$230.00}}.
    • Select "ISOCode" to show the currency value with its ISO code. Example: {{USD 230.00}}.
    Date FormatSelect an option from the picklist to choose the default format for all date fields in the template.
    Number PrecisionSelect a number from 0 to 9 to define the precision for Number/Percent field values in the template. This enables you to define the number of digits to be displayed after the decimal (e.g., "2" for the Number/Percent field to display two digits following the decimal point).
    Currency PrecisionSelect a number from 0 to 9 to define the precision for currency field values in the template. This enables you to define the number of digits to be displayed after the decimal in currency value (e.g., "2" for the currency field to display two digits following the decimal point).
    KeywordsEnter comma-separated keywords to associate with the template. Keywords make it easier to search the templates.
    DescriptionEnter the description for the template, up to 255 characters. Using this field, you can provide a detailed description of the template. 
    GuidanceEnter guidance to help users determine the purpose of the template.
  6. Update or modify the template text into the document, format it with Google Editor, and click the Save button to check the template in.
  7.  A confirmation popup appears.
    • Click YES to continue working on a template. A newly created template opens in a new tab. Simultaneously, the add-on pane details the opened template, its name, current version, local information, currency information, etc. Click the Lock () icon to prevent other users from editing this template. You can customize the template by adding new fields and clauses. For more details, see Working with Fields and Working with Clauses.
    • Click NO to close the popup.

A new template is created and stored in Google Drive, and your template record is checked into Conga CLM. You can find a link to the Google Docs template under CLM > Templates > Open Template >  Versions > Related tab > Notes & Attachments. Click the Google Doc file link to open it.

The document opens in read-only mode. To edit it further, you must check it out using the Conga for Google Docs add-on.