This topic contains instructions for Conga CLM (Contracts for Salesforce) users. 

Clauses and clause bundles that you insert into your template are marked as smart by default. The clauses within a clause bundle and sub clauses related to clause configuration are also marked as smart by default. When you use a template that has a smartness attribute enabled for its clauses, the generated agreement document will have smart clauses that can be edited.

To make a clause and bundle smart in a template

  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 Work > Clauses.
  3. The Clauses pane lists all the clauses present in your template. Select a clause from the list and click the Settings icon () adjacent to the clause name .
  4. In the Properties pane:
    1. For a clause, toggle the Smart Clause switch on and click Save.
    2. For a bundle, toggle the Smart Bundle switch on and click Save.

Your template clause and clause bundle now have smartness property. To remove the smartness property of a clause or clause bundle, toggle the Smart Clause or Smart Bundle switch off (greyed out).