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

Localization

Using this feature, you can define the locale of your templates in X-Author for Contracts (Windows). The localization feature allows you to define locale settings for Number, Currency, Precision, and Date fields. You can generate a document in Conga CLM using the template that you have created in X-Author for Contracts (Windows) and check out or open the generated document in X-Author for Contracts Advanced (MAC). X-Author for Contracts Advanced supports multiple locales.

Note:

You must create the template in X-Author for Contracts Advanced (Windows) using the latest X-Author for Contracts Advanced Salesforce Template.

Enable Formatting must be selected when the template is created, cloned, or checked in. For more information on localization and a list of supported locales, see Defining Template Locale.

When you open a generated document in X-Author for Contracts Advanced the following conditions are applicable for a localized agreement:

  • If you import an offline agreement document, the default English (United States) locale settings are applied to the document.
  • If you use the "Update From CLM" option, the values are updated from Conga CLM in the document according to the locale settings of the template/fields.
  • If you have Doc Fields in the document and validate them, the Doc Fields are validated based on the locale settings of the template or fields.
  • If you update Smart Fields with locale settings, you can view the updates when you use Preview Reconciliation and Reconciliation options.
  • If you have Mark Fields in the document, you need to enter the values in the default English (United States) format and the value is converted according to the template/fields locale.
  • If you insert a Clause either by using the Insert or Insert Smart option, the document inherits the locale settings of the agreement template if the clause does not have any locale settings.
  • If you insert a Clause either by using the Insert or Insert Smart option, the document inherits the locale settings of the clause if the clause has locale settings.
  • If you are connected to a multicurrency org, the currency is displayed based on the record level currency.