After you create a new template or make changes to an existing template, you can check the template in to update its contents in Conga CLM.

Prerequisite

You must have a template checked out or created to check a template in.

To check a template in

  1. Open Microsoft Word and launch the add-in.
  2. Log in to X-Author for Contracts.

  3. From the Contracts pane, click the left-hand Menu icon () and select Templates.
  4. In the Templates pane, click the Finish tab.
  5. Under Check-in, enter the value of the following fields, (the fields marked with asterisk * are required fields)

    FieldDescription
    Name*Enter the name of the template.
    Current versionIt displays the current version of the template. You can not edit the current version while check-in.
    TypeIt displays the selected template type. You can not edit the type while check-in.
    Business ObjectIt displays the selected business object. You can not edit the business object while check-in.
    Alternate ClauseSelect the checkbox to create an alternate clause. This field is only displayed when you select Clause as type and Agreement (Apttus__APTS_Agreement__c) as a business object while creating a template. You can only update this checkbox while checking-in a template the first time.
    Agreement TypesFrom the drop-down, you can select multiple Agreement types to associate with your template. The value of Agreement Types decides which templates are available at the time of agreement generation. If your Template's Agreement Type matches with the Agreement Type of your agreement record, you will see that template in the list of available templates at the time of document generation.
    Category

    Choose the category from the drop-down. The categories are defined by the administrator, in Conga CLM.

    Subcategory

    The subcategory is a dependent field. The Subcategories are populated, based on the value chosen for Category. The subcategories are defined by the administrator, in Conga CLM.

    LanguageChoose the default template language
    Locale

    Select the locale from the drop-down. You can configure custom locales in Conga CLM. For more information, see Adding Custom Locale topic in Conga CLMAdministrator Guide.

    Enable Formatting

    Select this checkbox to enable locale formatting at the template level for this template.

    Optional: Specify the following fields when "Enable Formatting" is selected to modify locale formatting.

    FieldDescription
    Date FormatSelect an option from the drop-down to choose the default format for all date fields in the template.
    Currency Format

    Select an option from the drop-down to choose the format for all Currency fields in the template. Choose "None" to only display Currency field values in generated documents.

    If "Currency Symbol" is selected, Currency fields will be generated with no space between the symbol and field value. If "ISO" is selected, Currency fields will be generated with a space between the ISO code and the field value.

    Number PrecisionEnter a number from 0-9 to define the precision for Number/Percent field values in the template (e.g., "2" if the Number/Percent field should display two digits following the decimal point.)
    Currency PrecisionEnter a number from 0-9 to define the precision for Currency field values in the template (e.g., "2" if the Currency field should display two digits following the decimal point.)
    Keywords*Enter comma-separated keywords to associate with the template. Keywords make it easier to search the templates.
    Next Revision DateIdentify a date for the next revision of the template.
    DescriptionEnter a new description or modify the existing description for the template. Maximum of 255 characters (an error will be thrown if this limit is exceeded).
    GuidanceEnter new guidance or modify existing guidance to help users determine the purpose of the template.
    ActivateSelect the Active switch to 'On' to activate the template. You must activate a template to use it for generating an agreement document.
  6. Click Check In.
    A message is displayed that your template is checked in and the template is downloaded. You can open the template and continue working on the template. You can now use the Clause Library to insert clauses.

Your template is checked in to Conga CLM. A new template record is created for the template if this is the first check-in or modified if it already exists. A DOCX copy of the template is added in the Notes & Attachments related list in Conga CLM.

If you are using X-Author for Contracts add-in in the Windows version of Microsoft Word, the screen resolution can be up to 125% to select a date from the date picker. It doesn't work with a screen resolution of 150%.