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 template creation, see Creating New Templates.

To get started with creating a new agreement template in X-Author for Contracts, you must first define the basic properties for your template.

To create a new Template

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

  2. Log in to X-Author for Contracts for Conga CLM (Contracts for Salesforce). 

  3. In the Templates pane, go to Start> Create New and enter the following details, (fields marked with an asterisk * are required)

    Field NameDescription
    NameEnter the name of the template.
    Business Object 

    Business object defines the set of fields available for a template. Business objects can be standard objects or custom objects. You can configure custom business objects in Conga CLM (Contracts for Salesforce). This field is only displayed when multiple business objects are configured in the Conga CLM (Contracts for Salesforce). If one business object is configured, the created templated is assigned to the Contract Template business object. For more information about creating custom business objects, refer to Configuring Business Objects for Use with X-Author for Contracts topic in Conga CLM (Contracts for Salesforce) User Guide.

    Alternate ClauseSelect the checkbox to create an alternate clause. This field is only displayed when you select Contract Template (Apttus__APTS_Agreement__c) as a business object.
    Agreement Types

    From the picklist, you can select multiple agreement types to associate with your template. The value of Agreement Types decides which templates are available during agreement generation in Conga CLM (Contracts for Salesforce). 

    Category

    Choose the category from the picklist. Template categories are defined in Conga CLM (Contracts for Salesforce) by the administrator. This field is usually used by template administrators to categorize templates created by them for easy access.

    Subcategory

    The subcategory is a dependent field. Subcategories are populated based on the value chosen for Category. Subcategories are defined in Conga CLM (Contracts for Salesforce) by the administrator.

    LanguageChoose any language from the picklist. The default language for the template is English (US).
    Locale

    Choose the locale from the picklist. Locale allows you to define locale settings for number and currency precision, currency format, and date format. Locales can be system defaults or user-defined locales. You can configure custom locales in Conga CLM (Contracts for Salesforce). For more information about configuring locale, refer to Managing X-Author for Contracts Templates topic in Conga CLM (Contracts for Salesforce) User Guide. 

    Enable FormattingCheck this box to enable locale formatting at the template and field level for this template. This allows you to define locale settings for Date Format, Currency Format, Number Precision, and Currency Precision.

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

    FieldDescription
    Date Format

    Select an option from the picklist to choose the default format for all date fields in the template. Date format is a dynamic field to the locale selected.

    Currency Format

    Select an option from the picklist 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 Precision

    Select a number from 0-9 to define the precision for Number/Percent field values in the template. This allows you to define the number of digits to be displayed after the decimal (e.g., "2" if the Number/Percent field should display two digits following the decimal point).

    Currency Precision

    Select a number from 0-9 to define the precision for currency field values in the template. This allows you to define the number of digits to be displayed after the decimal in currency value (e.g., "2" if the currency field should display two digits following the decimal point).

    KeywordsEnter comma-separated keywords to associate with the template. Keywords make it easier to search the templates.
    Next Revision DateSelect the date for the next revision of the template.
    Description

    Enter the description for the template. Maximum of 255 characters (an error will be thrown if this limit is exceeded). Using this field, you can provide a detailed description of the template. 

    GuidanceEnter guidance to help users determine the purpose of the template.
  4. Click Create.

The Work Tab is enabled. You can now work with your template.