Conga Product Documentation

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To insert RTA fields into a template

  1. Open Microsoft Word and connect to X-Author Contracts.
  2. From the X-Author Templates tab, create a new template or check-out an existing template.
  3. Click Insert Fields.
    The Insert Field dialog is displayed.
  4. Select the Agreement object and the Rich Text field you want to insert. Hold Ctrl and select any additional fields to insert them in the order selected.


  5. Click Finish to insert the field into your template.
    The Rich Text field is inserted and displayed in the Control Panel with the appropriate icon.


  6. Highlight the Rich Text field in the Control Panel.
    The Properties pane below the Control Panel displays attributes for the field.
  7. Next to "Render As" click the drop-down and choose HTML, if it is not already selected.


  8. Continue to insert fields or check-in your document.
    Note:

    You cannot insert RTA fields into the header/footer of a template.

    Tip:

    Controlling HTML Content Width

    If your RTF field contains large HTML content, and you want to control the width of the output in the generated document, follow these steps:

    1. Prior to inserting your RTF field that contains large content, insert a table with only one cell.
    2. Right-click the table and select Auto Fit/Fixed Column Width and adjust the table to your desired width.
    3. Insert the RTF field into the one-cell table. The generated document content will use the selected width and grow downward.