Using the Check In Offline feature you can import a document that has not been saved in Conga CLM. You can attach it to a pre-existing contract record. Similar to creating a new contract, when you choose to associate the document with a pre-existing contract record, it is added to the documents-related list for that contract. Unlike creating a new offline contract, importing a contract offline does not create a new contract record, but rather attaches your offline document to a pre-existing contract record.

To import an offline contract

  1. Sign in to Google Docs.
  2. Open an offline contract document to associate with a pre-existing contract record.
  3. Go to Extensions > Conga for Google Docs > Launch. The Welcome pane appears.
  4. Log in to Conga for Google Docs. The Home page appears.
  5. Go to the Menu () icon and select Contracts, or click Contracts from the Home page. A list of contracts appears. Use the Search box to find a specific contract by keyword.
  6. Click the More () icon adjacent to the contract name and click the Check In Offline option. A success message appears.

Your document is checked offline. You can now access the updated contract from the Contract List.