Conga Product Documentation

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To preview reconciliation of smart clauses in an agreement

Ensure that you have a checked out agreement document containing few smart fields and clauses under the X-Author Contracts ribbon.

  1. On the X-Author Contracts ribbon, click Preview Reconcile.
  2. In the Reconcile the Smart fields dialog box, for each field label, preview the Previous Value and the Current Value which have Read-Only access.


  3. Do one of the following.
    • Click Backor Cancelto return back to the agreement document.
    • Click Nextto move to the next step for reconciliation of smart fields in the Sections and Tables.
  4. In the Reconcile the smart Fields within Sections and Tables dialog box, review the values of the smart fields you want to use in the sections and tables of the Salesforce record. The changed value is highlighted in yellow.


  5. Do one of the following:
    • Click Backor Cancelto return back to the Reconcile the Smart Fields dialog box.
    • Click Nextto move to the next step for reconciliation of smart clauses.
  6. In the Reconcile the Smart Clauses dialog box, for each changed clause, you see the non-editable Current Clause Text, the Previous Clause Text and the comments section which contains the comments made inside the clause boundary and the Microsoft Word comments (inlined or balloon).


  7. Do one of the following:
    • Click Backto return to the smart field reconciliation dialog box.
    • Click Nextto move to the next step for term exceptions and its associated approvals.
  8. In the Exception Approvals dialog box, you can review the term exceptions and the approval requests for the clause changes accepted in this reconciled document.Clicking Select all approvers selects all the term exception clauses and clicking Submit for Approval submits these clauses to the respective approvers.


  9. Do one of the following:
    • Click Backto return to the smart clause reconciliation dialog box.
    • Click Finishto complete the reconciliation process.

You have completed the reconciliation process in X-Author Contracts.

You can view the red strikethrough for the deleted content and blue text for the newly added content in the Agreement Clause on an agreement record. Also, note that the system may fail to save some of the content of the clause to the fields of the Agreement Clause record.