Conga Product Documentation

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Set Segment Menu in X-Author Templates

Set Segment allows the user to either set a segment conditional, style, or both. This includes conditionals from the expression builder for conditionals. This also includes built in Microsoft styles and custom styles.

Purpose for the Set Segment - Expression Builder Process:

  • Enables you to highlight content within a Template and then click Set Segment, which includes a picklist of additional options that enable you to either make the highlighted content Conditional or apply a Style to the highlighted content. If Conditional is chosen, the Expression Builder will open up.
Note:

Upon creating a New Template and choosing to utilize the new FX2 Template format, X-Author Contracts November 2016 has moved Make Segment > Dynamic from the February 2015 release to Insert Dynamic Section.