A user with the Creation Template Admin permission can edit a creation template by (1) renaming the template or changing its description (2) mapping the merge fields in the uploaded document to differentsystem or additional fieldin the Contract or Company Profile, or to a differentadditional form fieldorclause(3) updating thequestionsthat a user must answer when they run the Creation Wizard, as well as changing the available answers to these questions and revising any actions that Conga Contracts will take based on user's responses, and (4) updating therestrictionsby changing the contract groups, contract types, and agreement types that can use the creation template when they run the Creation Wizard.
A creation template can also be edited byuploading a revision to the MS Word documentused to create the template. If there are several revisions to the document used in the creation template, it is recommended that you view andcompare the document revisionsthat have already been uploaded to the template.
Click theGear Iconin theNavigation Toolbar, and click the Creation Templates link.
In the Creation Template Browse screen,locate the templateyou want to edit.
Click on the template record to display its Creation Template Edit screen, and edit the template:
Rename the template or change its description.
Map the merge fields in the template document to a differentsystemoradditional field,additional form field,orclause.
Add or update thequestions, answers,andactionsassociated with the template.
Update therestrictionsfor using the template.
Upload a revision to the MS Word documentused to create the template.