Reconciliation

X-Author for Contracts provides a reconciliation feature which enables changes made to smart fields in a contract document, outside of the Salesforce and X-Author for Contracts environment, to be reconciled with the data held in the Contract record in Salesforce.

In a typical scenario where a contract document is sent to an external party for negotiation, the external party will make changes to the document as part of the negotiation. If the changes to the document involve data belonging to the Contract record, reconciliation provides the mechanism to ensure the values in the document and the Contract record are reconciled.

To check in and reconcile smart fields and clauses

1. Open Microsoft Word and launch the add-in.

2. Log in to X-Author for Contracts. 

3. After finishing working on the Agreement Document, from the Contracts pane, click Finish to open the Check-In page.
4. Choose the Save Options for saving your document:
   1. To check in the document with redlines, choose With Redlines.
   2. To check in the document without redlines (clean), choose Without Redlines.
   3. To check in the document as final, choose Final - to be signed.
5. Select the Reconcile checkbox and click Save & Next.
6. This page shows all the smart field with changed values that are available for reconciliation. Review the CLM Value and Current Value of the changed smart fields in your document and click Save & Next.

7. This page shows the changed smart clauses that are available for reconciliation. Expand a clause from the list to review the Original and Edited content of the clause.

   

   If you choose to check in the document without reconciling, changed smart field values will not be updated in the agreement record and changes to clauses will not be reflected in the Clauses related list in Conga CLM. If you choose to check in the document with redlines, redlines and comments will be retained

8. Click Finish to check in the document with reconciliation.

• Agreement documents cannot be reconciled with the agreement record as long as invalid values exist in the document for smart fields. Go to Doc Fields pane to perform a validation and correct any invalid field values.
• Only text changes are tracked under the Original and Edited content of the clause. Formatting changes such as font style, font size, and color changes are not tracked. 

Behavior and Limitation

When you edit a smart field and check in the document with reconcile option, and then regenerate the document with a different template, then incorrect values are displayed for smart fields.