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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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Contracts

Mapping Fields in a Creation Template

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Mapping Microsoft Word Merge Fields to Additional Form Fields

Once you upload a Microsoft Word document as a creation template, and map the merge fields in the document to system and additional fields in the Contract and Company Profiles, you must also map any merge field in the document that corresponds to a field in an additional form that has been added to Conga Contracts.

  1. In the Creation Template Edit screen, ensure the Creation Template Fields tab is selected.
  2. In the Merge Table list, change the selection from Main to an additional form name. For example, Payment_TerMicrosoft.
  3. When the screen refreshes, make a selection in the Data Table list that corresponds to the selection in the Merge Table list, and click on it to select it. The Data Table list contains three separate and consecutive alphabetized lists for additional forMicrosoft: (1) a mixed listing of all the company, contract, and project additional forMicrosoft that Administrators have added to Conga Contracts (2) a listing of the item selections that Administrators have added to the Contract Responsibilities list in the Contract category in the List Administration screen, and (3) a listing of the item selections that Administrators have added to the Location Type list in the Address category of the List Administration screen.
  4. Double-click in the first System Field Name field to activate the list, and select the additional form field that matches the corresponding Merge Field Name field. For example, the Monthly_Payment_Amount merge field is mapped to the Monthly Payment Amount system field.
  5. Map the remaining fields.
    • For any date or currency fields, double-click in the Format field to activate the list, and then select a date or currency format.
  6. Click Save.

In the Creation Template Edit screen, map any clause merge field to a clause in the Clause Library.

Administrator Guide
Contracts

January 2, 2025