Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

download

Using the Playbook

Playbook helps you to search for a template, clause, section or supporting documents that can be inserted into the template as inline text or smart content controlled text. By default, the Playbook pane is displayed on the right, within the main Word window, but it can be re-positioned, by clicking
and choosing Move. It can be closed by clicking Playbook again or clicking


.

While searching for clauses in the Playbook pane, within Microsoft Word, you can select Show Filter to add search criteria. Filters let you narrow down your search by specifying search criteria like Type, Category, Sub-Category, Locale, and Language. You can also set default filter values to restrict the number of clauses shown in the clause list. Playbook for FX2 templates allows you to search for a template, clause, section or supporting documents that can be inserted into the template as inline text or smart content controlled text.