Opening an Agreement Document

Using Clause Library

Marking Fields

Doc Fields

Highlighting Smart and Read-Only Fields

Checking in an Agreement Document

Updating Fields from Conga CLM

Opening Agreements in Conga CLM

Creating Offline Agreements

Importing Offline Agreements

Extracting Agreement Data Using Intelligent Discovery

Extracting Agreement Data Using Contract Intelligence for CLM

Identifying Agreement Risk Using Intelligent Risk Management (Insights)

Tracking Clauses in Your Agreement Document

Regenerating an Agreement Document

Localization

Restricting Agreement Document Check-In and Check-Out

Working with Files

Promoting Clauses to Clause Library

Comparing and Merging Agreement Documents

Sending an Agreement Document for Parallel Review

Tracking Document Review Status

Deleting Smart Elements Using Delete or Backspace Key

Updating Multiple Smart Fields in a Document