The preview reconciliation feature allows you to preview the difference between the current or modified value in the document and the Conga CLM values. The following tasks are available for reconciliation:

  • Modify a smart field
  • Mark a field
  • Mark a field for removal
  • Modify a marked field
  • Modify a smart clause
  • Insert as a smart clause
  • Modify a marked clause
  • Mark a clause for deletion


To preview reconciliation

  1. Open Microsoft Word and launch the X-Author for Contracts Advanced add-in.

  2. Log in to X-Author for Contracts.

  3. In the Contracts pane, go to Work > Preview Reconcile. If you do not see Preview Reconcile under the Work tab, click the More icon ( ) and from the menu, select Preview Reconcile.
    • The Preview Reconcile tab displays all the modified smart fields, modified marked fields, fields marked for removal, and new marked fields. Review the CLM Value and Current Value of the changed smart fields in your document.
    • If multiple values are invalid, the screen displays an error and a list of fields that need correction with the invalid values displayed in red. Click on a field to go to that field in your document. The selected field is also highlighted in the document. After you make your correction, click on the refresh icon in the upper right of the pane to remove that field from the list. 

  4. Click Next.

    If you have only one change in the contract document, the Cancel button is displayed instead of the Next button.

  5. The Preview Reconcile tab displays the modified smart clauses, marked clauses, inserted clauses, and clauses marked for deletion. Clauses which have multiple occurrences of modified content are grouped together in lists that can be expanded or collapsed to view. Clauses with only a single occurrence of modified content will not be grouped. You can expand each clause to review the Original and Edited content of the clause. 

  6. Click Back to navigate to the previous screen.

Limitations

  • The system treats any textual modifications within a clause that is not preceded or followed by a space as a single word. Differences are displayed in conjunction with the preceding word.
  • Any alterations made to the content within a word table of a clause are treated as a single word, and the differences are presented in combination with the preceding word.