Conga Product Documentation

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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.

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