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Inserting Fields in Templates as a Table
This topic contains instructions for Conga CLM (Contracts for Salesforce) users.
Setting Segment in Templates
This topic contains instructions for Conga CLM (Contracts for Salesforce) users.
Inserting Fields in Templates as a Section
This topic contains instructions for Conga CLM (Contracts for Salesforce) users.
Inserting Fields in a Template as a Table
You can insert fields as a table in your template.
Inserting Fields in Templates
This topic contains instructions for Conga CLM (Contracts for Salesforce) users.
Reviewing Doc Clauses
If you find that some clauses are incorrectly marked, you can re-mark the clause or remove the identified clauses...
Importing Offline Agreements
Using X-Author Contracts you can import a document that has not been saved in CLM.
Reviewing Doc Clauses After Agreement Data Extraction
After data extraction, in the Doc Clauses tab, you can view the extracted clauses.
Prerequisite_1
Enable Formatting must be checked when creating, checking in or cloning a template to enable field-level locale configuration...
Creating Offline AgreementsOffline Agreements can be created directly in X-Author Contracts, by taking a pre-existing Microsoft Word document that was created outside of CRM and has not previously been associated with an Agreement and checking it in. When you have a document open in Microsoft Word, you can create a new agreement record by checking it in as an offline agreement.
Offline Agreements can be created directly in X-Author Contracts, by taking a pre-existing Microsoft Word document that...