Using the Document Editor

Documents and Templates created in Conga Collaborate are web-based.

When drafting a document or template, you will find the editing toolbar located across the top of the page, called the editor. The editor provides easy formatting tools to directly manipulate the HTML that your content is built on.

Collaborate's robust, online editor allows you to build web-based templates, documents, and content pages directly in Collaborate. And while many of Collaborate's features allow you to streamline and automate document creation through your templates and data-driven logic, we understand that many clients have use cases that involve manual customization of a document before sending. Collaborate's editor gives your users the flexibility to edit content online in their documents before sending, even after starting from a template.

Here’s a quick rundown of tools in the editor toolbar:


Tool	Action
Table of Contents	Opens/Closes the Table of Contents
File	Convert to Template, Delete, Duplicate, Back to Documents
Edit	Cut, Copy, Paste, Select All, Find and Replace, Show Blocks, Source Code Editing source code is helpful for technical admins or users who would like to directly edit the HTML of the document. This feature is not available on contracts.
Insert	Insert images and other types of content, tables, anchors, links, special characters or page breaks; add content through Responsive Layout
Format	Headings, Blocks, Alignment, Font, Size, Line Height, Strikethrough, Subscript, Superscript
Table	Insert or edit a table
	Undo the last action
	Redo the last action
	Bold the selected text
	Italicize the selected text
	Underline the selected text
	Left align the selected text
	Center the selected text
	Right align the selected text
	Add bulleted list - choose bullet style from dropdown menu
	Add numbered list - choose number style from dropdown menu
	Decrease indent
	Increase indent
	Add a link
	Insert or edit an image
	Clear formatting
	Change text color
	Change the background color
	Turn Spellcheck on or off Note: Collaborate uses your browser's spellcheck functionality.
	Insert a variable
	Change the Font Family
	Updates automatically (with each edit to the page) to show when the document was last saved.
	Expands/collapses the Document Header