Downloading and Installing the Word Plug-In
Prior to using the Document Assembly feature, a user with the Word Add-In Access permission must download and install the MS Word plug-in, which is available from the Clause Browse screen.The plug-in allows the Conga Contracts Clause Library to run inside the Word application so that clauses stored in the Library can be dragged-and-dropped into a Word document.
Important: Ensure the Microsoft Word application is not running when you install the plug-in.
- Click Contracts in the Navigation Toolbar, and click the Clause Library link.
- In the Clause Library screen, click + Word Add In in the toolbar. If the button is not present, contact your Administrator and request the Word Add-in Access permission.
- In the Opening prompt, click Save File, and follow the on-screen prompts to select the location for the file.
- From the file location, double-click on the CongaWordPlugin application file to install the plug-in.
- (Optional) Launch Microsoft Word and open a document that needs to be updated using clauses from the Conga Contracts Clause Library.
