To insert a clause from Clause Library into a template

  1. Open Microsoft Word and log in to X-Author for Contracts for Conga CLM (Contracts for Salesforce). 
  2. In the Templates pane, go to Work and click Clause Library. It displays the list of all clauses. 
  3. Use the Search clauses box to search for a clause by keyword. Click the Search icon () to display a list of clauses. 
  4. Click the Filter icon ()  to expose drop-down menus that can help you to refine your search according to Clause Type and Category.
    To clear the filter criteria and view the entire list of clauses:
    1. Click Clear Filters.
    2. Click Apply Filters.
  5. Place the cursor in the section of the template where you want to insert a clause. 
  6. Click a clause from the list to view the clause text and active version. Select the clause from the Clause Library tab, click Expand icon () next to the clause name and click Insert (Clause Name) to insert the clause into your template as inline text.
  7. If the clause has more than one clause configuration, you see a View Configurations option when clicking the more options icon ().
    1. Click View Configurations. You can view the Sub Clauses and Alternate Clauses in the Related Items list. Click the Expand icon () for a Sub Clause or Alternate Clause to expand and view the text of the clause. 
    2. Select the required clause configuration from the Configurations drop-down list.
    3. In your template document, place the cursor at the point of insertion and click Insert.
      The selected clause configuration is inserted into your template. 

You see a success message on successfully inserting a clause. The clause content is marked by a content control boundary in your template. When you insert a clause configuration, only the main clause text is added to the template. When you generate an agreement document using the template, the sub-clauses related to clause configuration are inserted into the document. The sub clauses related to sub clauses are not inserted into the document. Only the first level hierarchy is supported when inserting clause configurations. 

The clauses added to the templates and the sub clauses related to clauses are marked as smart by default.  For more information, see Making Clauses and Clause Bundles Smart in a Template. 

You cannot search and insert an alternate clause from the Clause Library.

To delete a clause

Select the clause text in the template and press Delete on your keyboard. The selected clause text is deleted from the template.

Behavior and Recommendation

  • When you modify a clause in Conga CLM (Contracts for Salesforce) org after inserting the clause in a template, the modified clause is not updated in the template. The latest clause is added to the agreement document when you generate the document. For more information about generating an agreement document, refer to Conga CLM (Contracts for Salesforce) User Guide.
  • When you create a new Clause Type and Category in Conga CLM (Contracts for Salesforce) org, you must log out and log in again to X-Author for Contracts to view the latest value in Clause Type and Category search filters.