Regenerating an Agreement Document
The regenerate feature allows you to regenerate an agreement document from a selected template with the values updated in the agreement record (Contract Management). You can choose to regenerate an agreement document either by selecting the default template or a new template. The regenerated document will contain the changes made in the agreement record.
If you have made changes (redlines) to a generated document and need to merge those changes with the updates in the agreement record, you can select the Regenerate with Redlines option. By selecting this option, you do not lose any changes done by reviewers.
Prerequisite
The Allow Regenerate From XAC custom setting must be enabled to view the Regenerate button. For more information on how to set the custom setting in Contract Management, refer to Comply System Property topic in CLM for Administrators.
To regenerate an agreement document
The regenerated document opens in a new Microsoft Word instance. Note that if the xa_disableautocheckout profile permission is set to true in Conga CLM, after regenerating the document, you will only see the confirmation message. The document will not open in a new instance. For more information on disabling auto check out, see Assigning Custom Permissions to User Profiles.