Marking Fields
Using Doc Fields, you can mark small chunks of contract document content as fields. When you mark content in a contract document as a field, it becomes a smart field. Smart field values can be reconciled with data in the contract record when the document is checked in, allowing changes made during negotiation to be accurately reflected and managed as data in the Conga CLM. Content marked as a field must map to the data type of existing fields in your contract record.
Marking a field in a single contract does not mark the field across all other documents for the same contract record.
To mark a field in a contract
-
In the Work tab, click the More icon (
) and select Mark Fields to open the Mark Fields pane.
-
After identifying the field, click the More icon (
) adjacent to the field name and click Mark Field.
You will get a confirmation message.
You will get a success message and the selected text in the contract will acquire content control boundary. The content adopts the properties of the same field on the contract record. The marked field will now be displayed in the Doc Fields tab.
