Editing a Word Document in Conga Contracts (Direct Editing)
Documents in Word format that are uploaded and stored in a Contract, Company, or Project Profile can be opened and edited in Conga Contracts and then saved back to Conga Contracts as the next document revision using the Direct Editing feature. Direct Editing is an efficient alternative to uploading a document revision every time a minor change is made to a document, and ensures users always have access to the most recent document since revisions are automatically numbered and clearly labeled.
To ensure the proper functioning of Direct Editing, use one of the supported web browsers, operating systems, and applications.
Although the Contract Profile is used in the screen shots below, the same steps also apply to using the Direct Editing feature in a Company Profile and Project Profile.
Supported Browsers, Operating Systems, and Applications for Direct Editing
The most recent versions of the Chrome, Firefox, Safari, Edge, or the Internet Explorer (IE) 10+ browser should be used with Direct Editing. IE 9 and earlier versions were not tested with Direct Editing, and therefore, might not be supported.
The supported operating systems are:
- Windows 10 (Home, Pro, Education, and Enterprise editions) with support through 10/13/2020
- Version 8.1 (expires 1/10/2023)
- Version 7 SP2 (expires 1/14/2020)
- Mac OS X v10.12.6
- Oldest supported version is Mac OS X v10.11.6 (expires July 18, 2018).
- Other v10.12 releases of Mac OS X may not work correctly with Direct Editing.
- Linux
The supported applications are:
- All MS Office versions
- Oldest supported MS Office for Windows version is MS Office 2010 SP2 (expires 10/13/2020).
- Windows and Mac OS X versions of MS Office (both 64-bit and 32-bit editions) that have an active extended support period.
- Oldest supported MS Office for Mac version is MS Office for Mac 2011 SP3 (expires 10/10/2017).
Editing a Document Profile
The Document Profile includes both system information and uploaded documents. System information includes the document type, file name and type, revision number, description, and its effective and expiration dates. The documents uploaded to the profile can be previewed, compared, downloaded, moved, deleted, directly edited in MS Word, converted between Word and PDF formats, and a contract document can be used to true-up the fields in the Contract Profile.
Editing a Document Profile
The Document Profile includes both system information and uploaded documents. System information includes the document type, file name and type, revision number, description, and its effective and expiration dates. The documents uploaded to the profile can be previewed, compared, downloaded, moved, deleted, directly edited in MS Word, converted between Word and PDF formats, and a contract document can be used to true-up the fields in the Contract/Company Profiles.
