After creating a new template or making changes to an existing one, you can check the template in to update the changes in Conga CLM.

Prerequisite

You must have a template checked out or created to check a template in.

To check a template in

  1. Open Microsoft Word and launch the add-in.

  2. Log in to X-Author for Contracts Advanced.

  3. In the Contracts pane, click the Home button () and select Templates.
  4. In the Templates pane, click the Finish tab.

  5. Under Check-in, enter the value of the following fields, (fields marked with asterisk are required)

    FieldDescription
    Name*Enter the name of the template.
    Current versionIt displays the current version of the template. You cannot edit the current version while check-in.
    TypeIt displays the selected template type. You cannot edit the type during check-in.
    Business ObjectIt displays the selected business object. You cannot edit the business object during check-in.
    Alternate ClauseSelect the checkbox to create an alternate clause. This field is only displayed when you select Clause as type and Agreement (Apttus__APTS_Agreement__c) as a business object while creating a template. You can only update this checkbox while checking-in a template the first time.
    Agreement TypesFrom the drop-down, you can select multiple Agreement types to associate with your template. The value of Agreement Types decides which templates are available at the time of agreement generation. If your Template's Agreement Type matches with the Agreement Type of your agreement record, you will see that template in the list of available templates at the time of document generation.
    Category

    Choose the category from the drop-down. The categories are defined by the administrator, in Conga CLM.

    Subcategory

    The subcategory is a dependent field. The Subcategories are populated, based on the value chosen for Category. The subcategories are defined by the administrator, in Conga CLM.

    LanguageChoose the default template language
    Locale

    Select the locale from the drop-down. You can configure custom locales in Conga CLM. For more information, see Adding Custom Locale topic in CLM for Administrators. 

    Enable Formatting

    Select this checkbox to enable locale formatting at the template level for this template.

    Optional: Specify the following fields when "Enable Formatting" is selected to modify locale formatting.

    FieldDescription
    Date FormatSelect an option from the drop-down to choose the default format for all date fields in the template.
    Currency Format

    Select an option from the drop-down to choose the format for all Currency fields in the template. Choose "None" to only display Currency field values in generated documents.

    If "Currency Symbol" is selected, Currency fields will be generated with no space between the symbol and field value. If "ISO" is selected, Currency fields will be generated with a space between the ISO code and the field value.

    Number PrecisionEnter a number from 0-9 to define the precision for Number/Percent field values in the template (e.g., "2" if the Number/Percent field should display two digits following the decimal point.)
    Currency PrecisionEnter a number from 0-9 to define the precision for Currency field values in the template (e.g., "2" if the Currency field should display two digits following the decimal point.)
    Keywords*Enter comma-separated keywords to associate with the template. Keywords make it easier to search the templates.
    Next Revision DateIdentify a date for the next revision of the template.
    DescriptionEnter a new description or modify the existing description for the template. Maximum of 255 characters (an error will be thrown if this limit is exceeded).
    GuidanceEnter new guidance or modify existing guidance to help users determine the purpose of the template.
    ActivateSelect the Active switch to 'On' to activate the template. You must activate a template to use it for generating an agreement document.
  6. Click Check In.

Your template is checked in to Conga CLM. A new template record is created for the template if this is the first check-in and a template version is created if it is an already existing template. A DOCX copy of the template is added in the Notes & Attachments related list in Conga CLM.The template will not open in a new instance.

If the xa_disableautocheckout profile permission is set to true in Conga CLM, clicking Save only raises the confirmation message, but does not open the template in a new instance. No lock icon appears and both the Work and Finish tabs are disabled. To work on the template, search the template again, open it, make changes and check it in again. For more information on disable auto check out, see Assigning Custom Permissions to User Profiles.