Importing Offline Contract
Using the Check In Offline feature you can import a document that has not been saved in Conga CLM. You can attach it to a pre-existing contract record. Similar to creating a new contract, when you choose to associate the document with a pre-existing contract record, it is added to the documents-related list for that contract. Unlike creating a new offline contract, importing a contract offline does not create a new contract record, but rather attaches your offline document to a pre-existing contract record.
To import an offline contract
-
Go to the Menu (
) icon and select Contracts, or click Contracts from the Home page.
A list of contracts appears. Use the Search box to find a specific contract by keyword. -
Click the More (
) icon adjacent to the contract name and click the Check In Offline option.
A success message appears.
Your document is checked offline. You can now access the updated contract from the Contract List.
