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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 Profile Fields

Once you upload a Microsoft Word document as a Creation Template, the Creation Template Edit screen displays. To continue creating the template, you must map the merge fields in the document to Conga Contracts fields in the Contract and Company Profiles. If the uploaded document contains any merge fields that correspond to the additional fields that have been added to a Contract or Company Profile, these fields must also be mapped.

  1. In the Creation Template Edit screen, ensure the Creation Template Fields tab is selected.
  2. Select Main in the Merge Table list.
  3. Double-click in the first System Field Name field to activate the list, and select the Company or Contract field that matches the corresponding Merge Field Name field. For example, the Address_Line_1 merge field is mapped to the Company Address Line 1 system field.
  4. 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.
  5. (Optional) Select the Allow Alternate Locations check box to allow users to select any of the addresses stored for the company, including the address of its Legal Entity, when creating a contract using this template in the Creation Wizard.
  6. (Optional) Select the Keep Unused Regions check box to prevent text preceding an additional form merge field in the generated contract to be erased when the additional form has not been captured in the Contract Profile from which the Creation Wizard was launched.
  7. (Optional) Change the default selection in the Output File Type list to create the contract as a PDF file or a different version of Microsoft Word.
    Tip:

    To use the True-Up option, ensure Microsoft Word OOXML Document (.docx) is selected.

  8. Select the Active check box to make the creation template available to users when you are finished developing the template.
  9. Click Save.

In the Creation Template Edit screen, map any additional form merge fields in the document to system fields, as well as any clause merge field to a clause in the Clause Library.

Administrator Guide
Contracts

January 2, 2025