Opening a Template
Note:
This topic contains instructions for Conga CLM (Contracts for Salesforce) users. If you are a Conga CLM user and you are looking for information regarding opening a template, see Opening Templates.
You can open any agreement template from the repository and make changes to static text and other content in the document. When the document is finalized, you can check in the template and modify properties as needed.
To open a template
-
In the Templates pane, use the Search Templates box to search for a template by keyword. Click the Filter icon(
) to expose drop-down menus that can help you to refine your search according to Category, Subcategory, Locale, and Language.
-
Click the Search icon(
) to display a list of templates that match your criteria.
To clear the filter criteria and view the entire list of templates:
-
Click Filter icon (
-
Click Filter icon (
-
From the list of templates, click the Expand icon(
) to expand and view the Guidance for the template.
