When you create a new template, you are required to specify a Locale for your template. Sometimes you might have to override formats at the field level, X-Author for Contracts provides template administrators with the ability to define Number and Currency Precision, Currency Format, and Date Format. 

Prerequisites

  • Enable Formatting must be checked when creating or checking in a template to enable field-level locale configuration.

To change the field-level locale, precision, and format for date and currency fields

  1. Open Microsoft Word and log in to X-Author for Contracts Advanced for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to the Work tab > Fields.
  3. Click the Settings icon () next to the field name.
  4. In the Settings page, based on the template field selected, you can view and change the following field properties:
    • For date fields, you can change Locale and Date Format from their respective dropdown.
      The Date Formats displayed are based on the Locale selected. 
    • For the currency fields, you can change the Currency Format, Currency Precision, and Locale from their respective dropdown.
      Based on the locale selected, the default currency precision value provided in Conga CLM (Contracts for Salesforce) is displayed. You can change the Currency Precision value as per your requirement.
    • For the number fields, you can change the Locale and Number Precision from their respective dropdown.
      Based on the locale selected, the default number precision value provided in Conga CLM (Contracts for Salesforce) is displayed. You can change the Number Precision value as per your requirement. 
  5. Click Save.