The preview reconciliation feature allows you to preview the difference between the current or modified value in the document and the Conga CLM values. The following tasks are available for reconciliation:

  • Modify a smart field
  • Mark a field
  • Mark a field for removal
  • Modify a marked field
  • Modify a smart clause
  • Insert as a smart clause
  • Modify a marked clause
  • Mark a clause for deletion


To preview reconciliation

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

  2. Log in to X-Author for Contracts.

  3. In the Contracts pane, go to Work > Preview Reconcile. If you do not see Preview Reconcile under the Work tab, click the More icon ( ) and from the menu, select Preview Reconcile. Review the CLM Value and Current Value of the changed smart fields in your document. 

    The Preview Reconcile tab displays all the modified smart fields, modified mark fields, and new marked fields. If the checked-out document contains changes to both fields and clauses, the system loads all changes made on smart fields first, and changes made to clauses loads after you click Next. With high volume documents, a loading text will display for the fields and clauses section until all the changes are loaded. 

  4. Click Next.

    If you have only one change in the agreement document, the Cancel button is displayed instead of the Next button.

  5. The Preview Reconcile tab displays the modified smart clauses, marked clauses, inserted clauses, and clauses marked for deletion. Expand a clause from the list to review the Original and Edited content of the clause.

  6. Click Back to navigate to the previous screen.