Using Doc Fields, you can mark small chunks of contract document content as fields. When you mark content in a contract document as a field, it becomes a smart field. Smart field values can be reconciled with data in the contract record when the document is checked in, allowing changes made during negotiation to be accurately reflected and managed as data in the Conga CLM. Content marked as a field must map to the data type of existing fields in your contract record.

Marking a field in a single contract does not mark the field across all other documents for the same contract record.

To mark a field in an agreement

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

  2. Log in to X-Author for Contracts.

  3. In the Contracts pane, go to the Start tab, search and open an agreement document 
  4. Highlight the content of the contract to be marked as a field.
  5. In the Work tab, click the More icon ( ) and select Mark Fields to open the Mark Fields pane.
  6. The Mark Fields form lists all the available CLM fields with their name and type that could be made smart. These fields are grouped into different categories according to the field type, like Information, Key Dates, Miscellaneous, etc.
  7. Use Search Fields to enter the field name and search or scroll through the list of fields to select the field to be applied to the selected text.
  8. After identifying the field, click the More icon ( ) adjacent to the field name and click Mark Field. You will get a confirmation message.
  9. Select Mark in the confirmation message to mark the selected text as a smart field.

Note

Make sure the format of the text you are marking matches the data type you are mapping to. You will receive an error if the text is not valid for the field type you choose.

You will get a success message and the selected text in the contract will acquire content control boundary. The content adopts the properties of the same field on the agreement record. The marked field will now be displayed in the Doc Fields tab.