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Conga for Google Docs

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Conga for Google Docs

Using Clause Library

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Creating New Clauses

This section explains how to create a new clause using Conga for Google Docs.

Prerequisite

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To create a new clause

  1. Sign in to Google Docs.
  2. Open a document and go to Extensions > Conga for Google Docs > Launch.
  3. Log in to Conga for Google Docs.
    The Home Page appears.
  4. You can create a new clause in two ways:
    • Select Create New Clause from the New menu.
    • Select Clause Library from the Home page and click the Create New button.
  5. The New Clause pane appears. Enter values in the following fields.

    Field

    Description

    Name

    Enter the clause name.

    Business Object

    Choose the business object for your clause (e.g., Apttus__APTS_Agreement__c for Agreement). This picklist is dependent on the value selected for Type.

    Agreement Types

    From the picklist, you can select multiple agreement types to associate with your clause.

    Category

    Choose the category from the picklist. Clause categories are defined by the Conga CLM administrator. This field is usually used by clause administrators to categorize clauses they created.

    Subcategory

    The subcategory is a dependent field. Subcategories are populated based on the value chosen for the Category. The subcategories are defined by the Conga CLM administrator.

    Language

    Choose the default clause language from the picklist. The default language for the template is English (US).

    Locale

    Select the locale from the picklist. Locale allows you to define locale settings for number and currency precision, currency format, and date format. Locales can be system defaults or user-defined. You can configure custom locales in Contract Management. For more information, see Adding Custom Locale in CLM for Administrators.

    Currency Format

    Select an option from the picklist to set the currency format for all currency fields in the clause.

    • Select "None" to show only the currency value. Example: {{230.00}}.
    • Select "Symbol" to display the currency value with its symbol. Example: {{$230.00}}.
    • Select "ISOCode" to show the currency value with its ISO code. Example: {{USD 230.00}}.

    Date Format

    Select an option from the picklist to choose the default format for all date fields in the clause.

    Number Precision

    Select a number from 0 to 9 to define the precision for Number/Percent field values in the clause. This enables you to define the number of digits to be displayed after the decimal (e.g., "2" for the Number/Percent field to display two digits following the decimal point).

    Currency Precision

    Select a number from 0 to 9 to define the precision for currency field values in the clause. This enables you to define the number of digits to be displayed after the decimal in currency value (e.g., "2" for the currency field to display two digits following the decimal point).

    Keywords

    Enter comma-separated keywords to associate with the clause. Keywords make it easier to search the clause

    Description

    Enter the description for the clause, up to 255 characters. Using this field, you can provide a detailed description of the clause.

    Guidance

    Enter guidance to help users determine the purpose of the clause.

  6. Insert the clause text into the document, format it in Google Docs, and then click the Create button.
    The Details pane appears.
  7. Validate all details and click the Finish button.
    The Check In pane appears in editable mode, allowing you to make any necessary changes to the fields.
  8. Click Check In. A confirmation popup appears.
    • Click YES to continue working on a clause. A newly created clause opens in a new tab. Simultaneously, the add-on pane details the opened clause, its name, current version, local information, currency information, etc. Click the Lock () icon to prevent other users from editing this template.
    • Click NO to complete check-in and close the popup.

A new clause is created and stored in Google Drive, and your clause is checked into Conga CLM.

You can find a link to the clause document under CLM > Templates > Clauses > Versions > Related tab > Notes & Attachments. Click the Google Doc URL to open it.

Note:

The document opens in read-only mode. To edit it further, you must check it out using the Conga for Google Docs add-on.

User Guide
Salesforce
Conga for Google Docs

December 17, 2024