Inserting Fields in a Template
Fields represent the contractual terms and metadata from your agreement record in Conga CLM. They are also called "merge fields". You must open a template to insert fields.
To insert fields in a template
- Select an Object (For example, "Agreement") from the left column. The fields related to the selected object are generated in the right column. To search for a particular field, enter a keyword and click the Search icon (
) or press enter. The scroll remains highlighted on your last search even after search criteria is cleared. If you search for specific text and select three fields at a time, then the last selected field is highlighted. When you hover over the field name, the API name of the field is displayed.
The fields are inserted in the template. The Fields page shows the list of all the fields present in your current template. Select a field from the list to highlight it in the template document.
Note:
- When you insert a Rich Text Field, by default, the field's property value is set to Image. Image and HTML are the two available properties. If you want the image to display as its original size, set a size 0 for Height and Width. Large images may cause alignment issues within the document. For more information, see Image References in Templates.
- You can also insert a field in the header and footer of the template document. While inserting a field in the header or footer, the field cannot be set as read-only or smart, it will only be a merge field.
- When you are working on a clause template, you cannot insert a field as a repeat table or repeat section. When you try inserting a filed, only the agreement object will be displayed on the left column, the child objects will not be displayed by default and the Insert as Table and Insert as Section buttons will be disabled.
- You can toggle the Read-Only Field option for rich text fields on or off by clicking the Settings icon after you insert the field.
