The Read Only fields are the fields with content control border and their values can only be updated after document generation using Update from Conga CLM. These fields are different from smart fields and merge fields. They are not inline like merge fields and their values cannot be edited like smart fields.

If you have generated a contract document using a template containing the read-only fields and later want to update the values of the field without generating or regenerating another document, you can click Update from CLM and the values of the read-only fields will be updated from the Conga CLM contract record. This is useful when you need to use the same contract as a baseline document for creating another contract with the same content but for a different contract record. All the fields not marked as smart, but that must be updated with values from the new contract record, can be made read-only.

Read only fields have the following characteristics:

  • Any field can be made either a read-only field or smart field but not both.
  • Read-only fields can only be defined in a template.
  • The value of read-only fields cannot be edited in the generated contract document and can only be updated.
  • Read-only fields show a content control boundary in the generated contract documents.
  • Fields in clauses, repeat table, and repeat section can also be marked as Read-Only.

To mark a field read-only

  1. Insert the field into your template by following the steps in Inserting Fields into a Template.
  2. In the Templates pane, go to Work tab > Fields. If you cannot see the Fields tab, click the Dropdown icon () and select Fields.
  3. The Fields page lists all fields present in your template. Find the field name and click to highlight it in the document.
  4. Click the Settings icon () adjacent to the field name. It opens the field settings pane where you can find the field type (datatype) of a particular field and also the Name (API Name) of the field is displayed. 
  5. Toggle the Read-Only Field switch on and click Save.

The field is marked read-only.

Fields inserted in the header and footer of the template document cannot be marked as read-only.