Automatically Create a Document after Adding Clause Bundles with Conga Orchestrate

Create a Definition that automatically generates a document after completing Clause Bundle steps. This allows users to automate Clause Bundle selection and the creation of a contract document that includes the selected Clauses.

To create a Definition that generates a document after completing Clause Bundle steps:

1. Navigate to the existing Definition or create a new Definition.
2. Create a new Stage for the Clause Bundle steps.
3. Click New Stage Step on the stage.
4. Change the Step Type field value to Clause Bundle.
5. Begin typing the desired Clause Bundle name in the Clause Bundle Name field and select the Clause Bundle.
6. Enter a numeric value in the Clause Bundle Sort Order field.
7. Click Save.

8. Repeat Steps 3 - 7 for each Clause Bundle needed.

   

   Note

   Each Clause Bundle for the contract document requires its own Clause Bundle step.

9. Navigate back to the stage and Click New Stage Child Step.
10. Change the Step Type field's value to the Generate Document.
11. Fill out the required Step Name field and customize the Generate Document step by selecting field values for the Application, Source, and Merge Template fields.
    Note: For more information on the Generate Document step, see Creating a Step that Generates a Document
12. Click Save.