The Conga Drive system can store your documents as templates for use with Composer, Conga Sign for Web, CPQ, X-Author, and CLL systems. Your templates must be created on your local machine. For more information on Conga Drive, see Conga Drive Configuration. 

Conga Drive supports the following file types: PDF, .doc, .docx, .xls, .pptx, .ppt. 

  • Maximum File size: 28 mb.

Viewing X-Author for Contracts Advanced Templates

  1. In the Apps menu under the Shared Apps section, select Conga Drive. Under Conga Templates is a list of stored Templates. Each template record displays the template type, file type, status, sharing rules, and the last updated date. 

    The sharing status defaults to Public. Private status is not available at this time.

  2. Use the Search function to find a particular uploaded template record. 
  3. Use the checkboxes to select multiple files and export the information listed as CSV or Excel files. 
  4. Click the icon for the following options:
    1. Preview - Opens the document as a preview window for review, or to print or download the template. 
    2. Download - Downloads the template to your local machine. 
    3. Delete - Removes the Template from storage and deletes the template record. 
    4. Copy Template ID - Copies the ID of the template record to your machines local clipboard. 
  5. Click the template name to open the Preview window. Select Settings to see the following details:
    • Template Name
    • Contract Types
    • Subcategory
    • Is Active status
    • Created By
    • Business Object
    • Template Owner
    • Active Version
    • Guidance
    • Checkout Version
    • Created Date
    • Clause Type
    • Template Type
    • Keywords
    • Language
    • Checkout By
    • Last Modified By
    • Template Description
    • Category
    • Locale
    • Checkout Date
    • Last Modified Date