Updating Fields from Conga CLM
Note:
Update from CLM is an option available in the Work tab that allows you to update smart fields and read-only fields in your agreement document with the current values in Conga CLM. Update from CLM updates all header - second, and third-level smart fields in your document, including:
- Smart and read-only fields in the body of the agreement document.
Smart and read-only fields inside repeat tables, repeat sections, and sections with a third level repeat table.
- Smart and read-only fields in sections, repeat sections and repeat sections with conditions.
- Smart and read-only fields in tables, repeat tables and repeat tables with conditions.
- Smart and read-only fields in generated clauses.
Note:
The following applies when you select Update from CLM:
- All edited smart field values and read-only field values are updated. You cannot select and update for one specific field.
- Fields cannot be updated to an empty (null) value.
All smart and read-only fields within read-only clauses become static and Update from CLM does not apply.
To Update from Conga CLM
-
Check out your agreement document. From the Contracts pane, go to the Work tab and click the More button (
), and then click Update from CLM.
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All the repeat table changes and repeat section changes are displayed in the dialog box. Details about the changes such as fields inserted, modified, and deleted are provided.
