Tag override enables a document's editors and collaborators to update, add, or delete fundamental and key terms. Authorized users can thus keep extracted data up to date, leaving an audit trail of all changes to each tag.

While authorized users can create and edit user tags on all documents (extracted or store-only), tag override only applies to contracts with fundamental or key terms.

Unlock Mode

Note

To edit tags, you must have an admin or co-admin role in the system, and collaborator or editor access permission to the file.

Admins and co-admins can see the lock button to access unlock mode. Once in unlock mode, an editor or a collaborator can update, add, or delete a contract's fundamentals or key terms. 

Click the lock icon to enter unlock mode. To switch back to locked mode, click the icon again. If you can't see the lock icon, you may lack editor or collaborator access to the document.

To update tags

1. Open the Documents Stage or Documents view to raise a list of documents.
2. Select a tagged document.
3. Click the lock icon to enter unlock mode.
4. Click the Edit (pen) icon and enter a new value.
5. The new value is saved automatically.

Note

If a tag has no edit icon next to it, it cannot be overridden

To add tags

1. Enter unlock mode.
2. (Optional) Select the text relevant to the tag to anchor the tag to that text.
3. Click Add Fundamentals/Key Terms from the dropdown.
4. Set an appropriate value for the selected tag.

To delete tags

1. Enter unlock mode.
2. Click the delete (trash can) button to the left of the tag.
3. Enter DELETE  to confirm your decision.

To view override history

Click the history icon next to any fundamental property to review who, when, and how a tag was updated, what was updated, and why. You don't have to be in unlock mode to use this feature. 

Overriding Tags

Tag overrides enable you to edit terms and provisions, providing more granular and dynamic date calculations. Changing an effective date (on a renewal, for example) can automatically update all subsequent dates for execution, delivery, payment, and renewal. 

You can edit the way dates are calculated in the agreement using the following date types: 

You can also override a date by editing the Renewal Provision field. This field describes the conditions under which a term or provision is renewed. Possible values are: 

Tags Users Cannot Override 

To change the following tags, contact Conga via chat or support@conga.com.

Fundamentals

• Signatures
• Flags

Key Terms

• Administrative fees
• Dispute resolution
• Confidential return

Limitations

You can only override contracts that already have fundamental or key terms.

You cannot add multiple instances of a tag.