Conga Product Documentation

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To promote a marked clause to the Playbook

You must have a marked clause in X-Author Contracts.

  1. On the X-Author Contracts tab, click Promote Clause ribbon.
  2. From the list of marked clauses, select the clauses you want to promote to the clause library.


  3. Do one of the following:
    • Click Nextto move to the Check-In Clause dialog.
    • Click Cancelto cancel promoting the clause to Playbook.
  4. In the Check-In Clause to Playbook dialog, enter a mandatory Name, Category, Subcategory, and Language for the selected clause. This is similar to checking in a clause from X-Author Templates ribbon.


  5. Do one of the following:
    • Click Backto move back to step 2.
    • Click Finishto complete promoting the selected clause to the Playbook.
    • Click Cancelto cancel the clause promotion.

You have promoted the marked clause to the Playbook. You can open Playbook and search for the promoted clause to use it in any other document.