X-Author for Contracts Advanced X-Author for Contracts Advanced for Users Current: Working with Conga CLM PDF Download PDF Download page Working with Conga CLM. Current page Include child pages All pages Working with Conga CLM The following sections describe the features you can use in X-Author for Contracts Advanced when working with Conga CLM. Templates Creating New Templates Opening Templates Cloning a Template Checking In Templates Clauses Fields Publishing a Template Setting Segments in Templates Inserting Dynamic Segments Defining Template Locale Versioning Templates Contracts Opening a Contract Document Using the Clause Library for a Contract Doc Clauses Marking Fields Doc Fields Highlighting Smart and Read-Only Fields Checking in a Contract Document Updating Fields from Conga CLM Opening Agreements in Conga CLM Creating Offline Agreements Importing Offline Contracts Extracting Agreement Data Using Intelligent Discovery Extracting Agreement Data Using Contract Intelligence for CLM Identifying Agreement Risk Using Intelligent Risk Management (Insights) Tracking Clauses in Your Agreement Document Regenerating an Agreement Document Localization Restricting Contract Document Check-In and Check-Out Working with Files Promoting Clauses to Clause Library Comparing and Merging Contract Documents Sending an Agreement Document for Parallel Review Tracking Document Review Status Deleting Smart Elements Using Delete or Backspace Key Updating Multiple Smart Fields in a Document Enabling the Auto Insert Header Footer Data Option ×