Reconciling Contract Document

The reconciliation feature allows you to preview the differences between the current or modified values in the document and those in the Conga CLM values. Reconciliation is performed at the time of check-in.

In a typical scenario where an agreement document is sent to an external party for negotiation, the external party makes changes to the document as part of the negotiation process. If these changes involve data belonging to the agreement record, reconciliation provides the mechanism to ensure that the values in the document and the agreement record are in sync.

To reconcile an agreement, you must enable the Reconcile option from the Check-In pane. This option displays the inserted and modified smart clauses (where 'modified' refers to smart clauses whose values are updated or deleted) in your agreement. It shows the edited and original clause content and highlights the changed clause content in the current clause text pane.

The following tasks are available for reconciliation:

• Insert as a smart clause
• Modify a smart clause
• Delete a smart clause
• Modify a smart field
• Delete a smart field
• Mark plain text as a smart clause
• Mark contract content as a smart field

To check in and reconcile smart fields and clauses

1. Open a contract.

2. Click the Unlock () icon and select Acquire.
   You have now locked the contract for editing, and the Doc Clauses tab lists clauses associated with the opened contract.

   

   To avoid conflicts where two users might edit the same contract simultaneously, the system allows updating the contract after locking (acquiring). For more information on locking a clause, see Locking and Unlocking Template.

3. After making necessary modifications to a contract, click Finish. The Check-In pane appears.
4. Enable the Reconcile toggle and click the Next button.

   1. The Smart Fields pane shows the list of all modified and marked smart fields. Multiple instances of a smart field are grouped together. You can view its current value on the CLM and the new value of the modified smart field. Click Next.
      

      

      In some cases, a smart field is not displayed in a generated agreement document. This happens because that field does not have any value to display and therefore, cannot participate in the reconciliation process. For more information on smart fields, refer to Inserting Fields in a Template.

   2. The Clauses pane displays all modified, marked, deleted, or newly inserted clauses. Expand a clause to review both its edited and original content. Modified content is highlighted in the Edited clause text pane:
      
      • Green: Indicates newly added text.
      • Strikethrough: Indicates deleted text.
5. Click Check In to save the document changes.

You can view the reconciled clauses and their changes under the Agreement Clauses related list of the associated agreement record in Salesforce. This table lists the clause activity captured throughout contract generation, negotiation, and subsequent check-ins:

Behavior

• If there are multiple instances or occurrences of the same field in a Google Docs document, and any of those instances are in Track Changes mode or Suggestion mode, they are excluded from the group. Consequently, they are not a part of the reconciliation process. After check-in, these instances are not updated with the same value, as they were skipped. 
  For example, If there are four instances of the "agreement end date" field, with the first one edited in edit mode and the second in suggestion mode, during reconciliation, the second instance is skipped. After check-in, the third and fourth instances are updated with the value from the first one.
• If you delete a field or clause in Suggesting mode and do not accept the change, the deleted items will not appear in the reconciliation.