Conga Product Documentation

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About Clauses Menu

The Clauses menu lists all the clauses (inserted and marked) and fields (Fields contained within the specific clauses) present in that currently opened template. The fields contained within a clause are shown hierarchically. From this menu you can take the following actions on a clause or a field:

To view a clause

  1. Open Microsoft Word and log in to X-Author for Contracts.
  2. From the Contracts pane, click the Home button () and select Templates.
  3. In the Templates pane, go to Work > Clauses. The list of clauses inserted in the document is displayed.
    Note:

    You can identify the read-only clauses by a lock icon () displayed corresponding to the clause name. To know more about read-only clauses, see Making Clauses Delete Read-Only. You can identify the alternate clauses by the split arrow icon () displayed corresponding to the clause name. To know more about alternate clauses, see Viewing and Replacing Alternate Clauses.

  4. Click on a clause name in the list.
    The document scrolls to highlight the selected clause in the template.

A newly marked clause is also displayed in the Clauses list.