Redlining and True-Up

Redlining enables you to view differences or updates in contracts being drafted or under negotiation. True-Up adds the latest version to Salesforce.

You can view redlines (edits from the last document version underlined in red) and true up the relevant updates in a document to discover where updates were made and add the relevant updates to Salesforce. You can view all of the merged Salesforce data in the document being negotiated and see which data is and is not in sync with Salesforce, ensuring that all of your updates go through the true-up process.

You can use the tree view to the left of the user interface to show all Salesforce data in the document in a hierarchical view. The parent nodes of the tree view are represented by Object Name, Clause, or Unidentified Change. Any unidentified changes are sections that contain redlines that do not map to Salesforce data.

The Open In Word function enables you to create a Word document from the View Redlines user interface, which displays redlines from the two selected file versions. You can make additional edits in the Word document and sync the changes to Salesforce by saving in Word.

You can also select Save PDF to save a new PDF file from the master record in Salesforce.

Viewing Redlines and Truing Up Data

Click View Redlines to enter document comparison mode.
This displays all of the redlines between two selectable document versions.
Select the document you will compare from the Document dropdown menu.
The following actions are available:
- Select the versions of the document you want to compare.
- View the file names of the document.
- View the Last Modified By field with the name of the last user to modify the document.
- View the source of the change (for example: Microsoft 365 collaboration).
  Note: This feature does not work on Advantage Platform files. Advantage Platform files display as Original only
Select either Negotiate or True-Up.
- Selecting Negotiate sends a version back to your counter-party for further negotiation.
- Selecting True-Up mode locks file version selection and raises the redlining user interface, with true-up actions above the document view that point to the redline where you can use True-Up to sync your data. Clicking Save or Save & Continue takes you to the next redline needing attention, scrolling automatically to the document view.
During negotiation and true-up, inactive clauses are identified with an inactive icon (a clock with a caution symbol) and hovering over the icon raises a This record is inactive message. You cannot view, add, or replace an inactive clause using the Clause Playbook during negotiation.
Note:
The True-Up feature does not support IF statements. Use the Clause Library to handle dynamic sections of your document.

Enabling True-Up All

If you are an existing customer, you must enable True-Up All in Custom Settings>Conga General Settings. For existing records, Salesforce always defaults this setting to false.

From Salesforce, click the gear icon and select Setup.
Enter Custom Settings in the Quick Find search box and click Custom Settings.
Click Conga General Settings > Manage > New.
Set the Enable True-Up field to True.
Click Save.

True-Up All is now enabled in Contracts for Salesforce.

Note:

IF statements are not supported with the True-Up feature. Use the Clause Library for dynamic sections of your document.

Disabling True-Up All


Button Code	Action
`{!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=Contract.Id, disableOpenInWord=true, disableNegotiate=true, disableTrueUp=true, disableSavePdf=true, enableRecursiveMergeSync=true], false)}`	This button code disables True-Up and True-Up All.
`{!URLFOR($Action.Contract.APXT_Redlining__View_Redlines, null, [altId=Contract.Id, disableOpenInWord=true, disableNegotiate=true, disableTrueUpAll=true, disableSavePdf=true, enableRecursiveMergeSync=true], false)}`	This button code enables True-Up but disables True-Up All.

Using True-Up All

After you've created a contract and completed the negotiation process, you can use True-Up All to true up your changes.

Note:

The True-Up feature does not support IF statements. Use the Clause Library to handle dynamic sections of your document.

In Salesforce, go to your contract and click View Redlines.
Click the True-Up drop-down menu and select True-Up All.
When the True-Up All scan is complete, click Done.
A confirmation message displays "All True-Up changes complete".

Saving from Redline to PDF

In addition to the Negotiate, True-Up, and Open in Word features, you can select Save PDF to save a new PDF file on the master record in Salesforce.

The drop-down option next to the Save PDF button allows you to save and download the PDF file.
The Save and Download feature simultaneously downloads a PDF file and saves a new PDF file to the object record.
If there is an existing Salesforce file comparing the same file versions, the Save PDF and Save and Download buttons only download a PDF file and do not create a duplicate Salesforce file in the master record.
Generated PDF file names contain both versions of the files being compared.
Downloaded PDF files include a dynamically generated cover letter detailing the date and time of file generation, the user who generated the file, the file name, and both document versions being compared.
The following illegal characters are automatically stripped from PDF file names for more secure file generation: @, #, $, %, ^, &, *, ., (, ), ,, ?, ", :, |, <, and >.

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.