Conga Product Documentation

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Create a New Clause

To create a new clause in your Clause Library, take the following steps:

  1. From the top menu, click on Clauses.
  2. Click New Clause.
  3. Fill out the following assigned fields: Clause Name, Clause Type, Clause Category, Clause Security, and Clause Text. You also have the option to enter a Clause Description, or click a checkbox to Restrict to Alternate Clause.
  4. Click Save at the top right of the screen.
    The following message displays: Clause successfully created. Your new Clause appears in alphabetical order on the left hand Clauses pane.