Conga Product Documentation

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Viewing multiple occurrences of the Smart fields in an agreement document

The Control Panel within the X-Author Contracts ribbon enables you to view the multiple occurrences of a smart field and choose a single value, thereby bringing uniformity of the field value across the agreement document. By default, the first occurrence of the smart field is shown in the Control Panel.

If the same smart field occurs more than once in your agreement document, you can now view the various values of the same smart field by clicking the link on the field label and choosing the value which you want to display across all of its instances in the agreement document.

To view multiple values of a Smart field in an agreement document

You must have made changes to the values of the smart field which appears more than once in your agreement document.

  1. From the X-Author Contracts ribbon, click Control Panel to open it. By default, Show changed fields only checkbox is selected to view only the changed field records.


    You can adjust the column width in the Control Panel by dragging and dropping the left column of the Control Panel.

  2. Click the link on the smart field to view the dialog box containing all the occurrences of that smart field. For example, if the Agreement Start Date is occurring more than once in your agreement document, it has a link to view all of its values, like shown in the below dialog box.
  3. You can select the radio button against the value which you want to keep for your smart field across your agreement document. In our example, if you want to keep 7/23/2015 as the Agreement Start Date, select the radio button next to it.
  4. Click Select.

The smart field will now contain the final value under the current value column.