The configuration and workflow process for creating Dynamic Document Assembly Rulesets, Rules and Components is different depending on where the Ruleset focus brings Clause content or Attachments. Refer to the Workflow that best supports your individual use case. In the event that you intend to create Rulesets that bring both clauses and attachments, refer to the Clause Workflow for initial configuration, then the Attachment Workflow to enhance functionality.

• Dynamic Document Assembly Workflow: ClausesThe Conga CLM enables you to merge independent clause templates into a single Master Agreement or Proposal template using a set of predefined rules within a ruleset.
• Dynamic Document Assembly Workflow: AttachmentsMerge independent attachments on lookup objects from Agreement Line Item or Proposal Line Items using a set of pre-defined rules within a ruleset.
• Cloning Dynamic Document AssemblyLearn how to clone Document Assembly Rulesets, Document Assembly Rules, and all the associated components.