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Working with Conga CLM

The following sections describe the features you can use in X-Author for Contracts when working with Conga CLM.

Templates
Creating New Templates
Opening Templates
Cloning a Template
Checking In Templates
Clauses
Fields
Setting Segments in Templates
Inserting Dynamic Segments
Defining Template Locale
Versioning Templates
Contracts
Opening an Agreement Document
Using Clause Library
Doc Clauses
Doc Fields
Highlighting Smart and Read-Only Fields
Checking in an Agreement Document
Updating Fields from Conga CLM
Opening Agreements in Conga CLM
Creating Offline Agreements
Importing Offline Agreements
Extracting Agreement Data Using Intelligent Discovery
Identifying Agreement Risk Using Intelligent Risk Management (InSights)
Extracting Agreement Data Using Contract Intelligence for CLM
Tracking Clauses in Your Agreement Document
Regenerating an Agreement Document
Localization
Restricting Agreement Document Check-In and Check-Out
Working with Files
Promoting Clauses to Clause Library
Comparing and Merging Agreement Documents
Sending an Agreement Document for Parallel Review
Tracking Document Review Status
Deleting Smart Elements Using Delete or Backspace Key
Updating Multiple Smart Fields in a Document

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