Conga Product Documentation

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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.
  1. From Salesforce, click the gear icon and select Setup.
  2. Enter Custom Settings in the Quick Find search box and click Custom Settings.
  3. Click Conga General Settings > Manage > New.
  4. Set the Enable True-Up field to True.
  5. 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.