Creating New Templates

This section explains how to create a new template using Conga for Google Docs.

Prerequisite

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To create a new template

Sign in to Google Docs.
Open a document and go to Extensions > Conga for Google Docs > Launch. The Conga for Google Docs pane appears.
Log in to Conga for Google Docs. The Home page appears.
You can create a new template in two ways:
- Select Create New Template from the New menu.
- Select Templates and click the Create New button.

In the New Template pane, enter values in the following fields.

Field	Description
Name	Enter the template name.
Type	Choose the template type for your template. The system currently supports Agreement and Clause types.
Business Object	Choose the business object for your template (e.g., Apttus__APTS_Agreement__c for an agreement template). This picklist is dependent on the value selected for Type.
Agreement Types	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. You cannot change the agreement type(s) once selected. When adding a clause to a template, the clause library will display clauses based on the selected agreement type.
Category	Choose 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.
Subcategory	The subcategory is a dependent field. Subcategories are populated based on the value chosen for Category. The subcategories are defined by the Conga CLM administrator.
Language	Choose the default template language from the picklist. The default language for the template is English (US).
Locale	Select 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 in CLM for Administrators.
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 Format	Select an option from the picklist to choose the default format for all date fields in the template.
Number Precision	Select a number from 0 to 9 to define the precision for Number or 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 or Percent field to display two digits following the decimal point).
Currency Precision	Select 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).
Keywords	Enter comma-separated keywords to associate with the template. Keywords make it easier to search the templates.
Description	Enter the description for the template, up to 255 characters. Using this field, you can provide a detailed description of the template.
Guidance	Enter guidance to help users determine the purpose of the template.

Insert the template text into the document, format it with Google Docs, and then click the Create button. The Clause Library and the Data menu are enabled.
The Clause Library contains all available clauses for inserting into a template. To insert a clause, select it from the Clause Library tab, click More () next to the clause name, and then click Insert as Text to add the clause as inline text. Alternatively, you can select Insert as Smart to add the clause as a smart clause.
The Data menu allows you to insert fields and clauses, mark clauses, and view a list of all inserted clauses and fields.
- To add a field, go to the Fields tab, place the cursor in the template where you want to insert the field, and click Insert Field. The Insert Fields window appears. Select an object (For example, "Agreement") from the Objects column. The fields related to the selected object are generated in the Fields column. Select the required fields and click Insert.
  You can also add fields after checking in a template. To learn more about inserting fields from the Data menu, see About the Template Data Menu.
- To add a clause, go to the Clauses tab, place the cursor in the template where you want to insert the clause, and click Insert Clause. Follow step 7.
  You can also add clauses after checking in a template. To learn more about inserting clauses after checking in, see Inserting Clauses into a Template.
- To mark plain text as a clause in a template, go to the Clauses tab, select the content of the template to be marked as a clause, and click Mark.
  To learn more about marking, see Marking Plain Text as Clauses in a Template.
Click the Finish button. The Check In pane appears in editable mode, allowing you to make changes to the properties.
Click Check In. A success message appears.
- Click YES to continue working on a template. A newly created template opens in a new tab and, 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 Document URL 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.